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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $761M invested in Invesco S&P 500 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
61
Reduced
74
Closed
24
Calls
$619K
Puts
Net Calls
+$619K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$4.75M -$7.03M -76,074 -60%
Goldman Sachs
27
Goldman Sachs
New York
$4.73M +$2.16M +23,346 +84%
GIA
28
Gladstone Institutional Advisory
Florida
$4.37M -$348K -3,765 -7%
CW
29
CreativeOne Wealth
Kansas
$4.28M +$4.28M +46,328 New
BWM
30
BigSur Wealth Management
Florida
$3.73M -$50.8K -550 -1%
SCM
31
SOL Capital Management
Maryland
$3.6M
KAS
32
Kestra Advisory Services
Texas
$3.43M -$941K -10,190 -22%
WA
33
WP Advisors
California
$3.42M -$5.26K -57 -0.2%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.99M +$218K +2,363 +8%
TPWM
35
Twelve Points Wealth Management
Massachusetts
$2.94M -$1.2K -13 -0%
MA
36
Montag & Associates
Georgia
$2.76M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.64M +$433K +4,694 +20%
SAM
38
Synergy Asset Management
Washington
$2.58M +$2.58M +27,935 +465,583%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.3M -$1.48K -16 -0.1%
IA
40
Integrity Alliance
Iowa
$2.2M +$2.2M +23,795 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.1M -$369K -3,998 -15%
OPWM
42
Oxinas Partners Wealth Management
Indiana
$2.08M -$4.53K -49 -0.2%
SFI
43
SPC Financial Inc
Maryland
$2M +$129K +1,400 +7%
AIM
44
Advyzon Investment Management
Illinois
$2M +$2M +21,647 New
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$1.95M +$3.43K +42 +0.2%
Renaissance Technologies
46
Renaissance Technologies
New York
$1.94M +$757K +8,200 +64%
LSA
47
Lansing Street Advisors
Pennsylvania
$1.93M +$10.3K +111 +0.5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.78M +$1.78M +19,282 New
SOS
49
Silver Oak Securities
Tennessee
$1.77M +$29.5K +323 +2%
BCG
50
Breakwater Capital Group
New Jersey
$1.76M +$49.3K +534 +3%