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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $778M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
70
Reduced
61
Closed
16
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.46M +$250K +2,667 +5%
GAM
27
Gotham Asset Management
New York
$5.04M +$5.04M +53,740 New
KWM
28
Kingsview Wealth Management
Oregon
$4.9M +$4.9M +52,221 New
CW
29
CreativeOne Wealth
Kansas
$4.55M +$209K +2,225 +5%
GIA
30
Gladstone Institutional Advisory
Florida
$4.5M +$63.9K +682 +1%
EE
31
EWG Elevate
California
$3.71M +$3.71M +39,573 New
BWM
32
BigSur Wealth Management
Florida
$3.7M -$87.6K -934 -2%
SCM
33
SOL Capital Management
Maryland
$3.68M +$28.1K +300 +0.8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.51M +$831K +8,868 +31%
WA
35
WP Advisors
California
$3.45M -$22.8K -243 -0.7%
IWC
36
Integrated Wealth Concepts
Massachusetts
$3.17M +$128K +1,360 +4%
KAS
37
Kestra Advisory Services
Texas
$3.16M -$327K -3,491 -9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.95M +$1.14M +12,184 +63%
MA
39
Montag & Associates
Georgia
$2.76M -$44.9K -479 -2%
Ameriprise
40
Ameriprise
Minnesota
$2.6M -$2.22M -23,627 -46%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.34M -$2.91K -31 -0.1%
LAM
42
LOM Asset Management
$2.25M +$2.25M +23,940 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$2.24M +$3.19K +34 +0.1%
SFI
44
SPC Financial Inc
Maryland
$2.17M +$136K +1,450 +7%
OPWM
45
Oxinas Partners Wealth Management
Indiana
$2.1M -$16.3K -174 -0.8%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.05M -$81.3K -867 -4%
SOS
47
Silver Oak Securities
Tennessee
$2.02M +$203K +2,169 +11%
AACR
48
ACR Alpine Capital Research
Missouri
$1.97M +$1.59M +16,971 +415%
BCG
49
Breakwater Capital Group
New Jersey
$1.88M +$93.4K +996 +5%
CCM
50
Condor Capital Management
New Jersey
$1.72M