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Invesco S&P 500 Pure Value ETF

228 hedge funds and large institutions have $1B invested in Invesco S&P 500 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more capital invested

Capital invested by funds: $884M → $1B (+$121M)

10% more funds holding

Funds holding: 207228 (+21)

0.32% more ownership

Funds ownership: 59.71%60.04% (+0.32%)

Holders
228
Holders Change
+21
Holders Change %
+10.14%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
45
Increased
81
Reduced
55
Closed
20
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$5.32M -$3.5M -32,186 -39%
GVCM
27
Global View Capital Management
Wisconsin
$5.25M +$4.72M +43,434 +794%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$5.08M -$1.42M -13,025 -22%
GIA
29
Gladstone Institutional Advisory
Florida
$5.07M -$96.1K -884 -2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$4.97M -$1.82M -16,771 -27%
NA
31
NewEdge Advisors
Louisiana
$4.74M +$4.79M +44,079 +133,573%
MWM
32
MorganRosel Wealth Management
Colorado
$4.72M -$3.38M -31,083 -41%
IAA
33
Independent Advisor Alliance
North Carolina
$4.65M +$4.71M +43,306 New
GAM
34
Gotham Asset Management
New York
$4.4M -$1.39M -12,795 -24%
IWC
35
Integrated Wealth Concepts
Massachusetts
$4.09M +$340K +3,127 +9%
IA
36
Integrity Alliance
Iowa
$4.06M +$827K +7,611 +25%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.99M -$465K -4,276 -10%
WA
38
WP Advisors
California
$3.98M +$17.9K +165 +0.4%
JP Morgan Chase
39
JP Morgan Chase
New York
$3.94M +$1.33M +12,232 +49%
JF
40
Jump Financial
Illinois
$3.88M +$3.93M +36,122 New
KAS
41
Kestra Advisory Services
Texas
$3.61M +$14.3K +132 +0.4%
MA
42
Montag & Associates
Georgia
$3.55M -$183K -1,684 -5%
BWM
43
BigSur Wealth Management
Florida
$3.5M -$71.2K -655 -2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.18M -$38.7K -356 -1%
LAM
45
LOM Asset Management
$2.79M +$258K +2,371 +10%
GWP
46
Gateway Wealth Partners
Wisconsin
$2.78M +$1.99M +18,275 +241%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.77M +$188K +1,732 +7%
CBU
48
CIBC Bancorp USA
Illinois
$2.57M +$2.6M +23,889 New
AA
49
AlphaCentric Advisors
Puerto Rico
$2.56M +$725K +6,673 +39%
AC
50
AlphaCore Capital
California
$2.44M -$32.6K -300 -1%

RPV Hedge Fund Activity: Q1 2026 in Review

228 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q1 2026, worth a combined $1B — up 14% from $884M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RPV positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $77M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $36.5M sold.

  • 228 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $1B of Invesco S&P 500 Pure Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 Pure Value ETF positions in Q1 2026 and 20 closed out, a net change of +25 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q1 2026 was AssetMark Inc, an estimated $77M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q1 2026 was ACR Alpine Capital Research, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2026.