We are live on ! Find out more
RPV icon

Invesco S&P 500 Pure Value ETF

203 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, 71 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $762M → $778M (+$16.5M)

0.76% more ownership

Funds ownership: 56.94%57.69% (+0.76%)

0% more funds holding

Funds holding: 203203 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.67%
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
71
Reduced
61
Closed
16
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.46M +$239K +2,667 +5%
GAM
27
Gotham Asset Management
New York
$5.04M +$4.83M +53,740 New
KWM
28
Kingsview Wealth Management
Oregon
$4.9M +$4.69M +52,221 New
CW
29
CreativeOne Wealth
Kansas
$4.55M +$200K +2,225 +5%
GIA
30
Gladstone Institutional Advisory
Florida
$4.5M +$61.2K +682 +1%
EE
31
EWG Elevate
California
$3.71M +$3.55M +39,573 New
BWM
32
BigSur Wealth Management
Florida
$3.7M -$83.9K -934 -2%
SCM
33
SOL Capital Management
Maryland
$3.68M +$26.9K +300 +0.8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.51M +$796K +8,868 +31%
WA
35
WP Advisors
California
$3.45M -$21.8K -243 -0.7%
IWC
36
Integrated Wealth Concepts
Massachusetts
$3.17M +$122K +1,360 +4%
KAS
37
Kestra Advisory Services
Texas
$3.16M -$313K -3,491 -9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.95M +$1.09M +12,184 +63%
MA
39
Montag & Associates
Georgia
$2.76M -$43K -479 -2%
Ameriprise
40
Ameriprise
Minnesota
$2.6M -$2.12M -23,627 -46%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.34M -$2.78K -31 -0.1%
LAM
42
LOM Asset Management
$2.25M +$2.15M +23,940 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$2.24M +$3.05K +34 +0.1%
SFI
44
SPC Financial Inc
Maryland
$2.17M +$130K +1,450 +7%
OPWM
45
Oxinas Partners Wealth Management
Indiana
$2.1M -$15.6K -174 -0.8%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.05M -$77.9K -867 -4%
SOS
47
Silver Oak Securities
Tennessee
$2.02M +$195K +2,169 +11%
AACR
48
ACR Alpine Capital Research
Missouri
$1.97M +$1.52M +16,971 +415%
BCG
49
Breakwater Capital Group
New Jersey
$1.88M +$89.4K +996 +5%
CCM
50
Condor Capital Management
New Jersey
$1.72M

RPV Hedge Fund Activity: Q2 2025 in Review

203 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q2 2025, worth a combined $778M — up 2.2% from $762M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RPV positions and 16 closed out — a net gain of 2 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 203 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $778M of Invesco S&P 500 Pure Value ETF stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Pure Value ETF positions in Q2 2025 and 16 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q2 2025 was Goldman Sachs, an estimated $10.4M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.