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Invesco S&P 500 Pure Value ETF

195 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $778M → $787M (+$8.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 57.69%57.43% (-0.26%)

4% less funds holding

Funds holding: 203195 (-8)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
53
Reduced
65
Closed
20
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.58M -$208K -2,176 -4%
GAM
27
Gotham Asset Management
New York
$5.34M
GIA
28
Gladstone Institutional Advisory
Florida
$4.76M -$4.5K -47 -0.1%
SCM
29
SOL Capital Management
Maryland
$3.9M -$2.87K -30 -0.1%
WA
30
WP Advisors
California
$3.68M +$28.9K +302 +0.8%
BWM
31
BigSur Wealth Management
Florida
$3.4M -$503K -5,250 -13%
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.39M +$32.6K +340 +1%
KAS
33
Kestra Advisory Services
Texas
$3.39M +$38.4K +401 +1%
Ameriprise
34
Ameriprise
Minnesota
$2.94M +$175K +1,829 +7%
MA
35
Montag & Associates
Georgia
$2.92M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.42M -$51.2K -535 -2%
SFI
37
SPC Financial Inc
Maryland
$2.41M +$108K +1,130 +5%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$2.36M -$10.2K -106 -0.4%
LAM
39
LOM Asset Management
$2.36M -$19.6K -205 -0.9%
OPWM
40
Oxinas Partners Wealth Management
Indiana
$2.18M -$42.2K -441 -2%
SOS
41
Silver Oak Securities
Tennessee
$2.18M +$38.2K +399 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.17M -$8.33K -87 -0.4%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$1.99M -$5.79M -60,514 -75%
BCG
44
Breakwater Capital Group
New Jersey
$1.87M -$118K -1,229 -6%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.78M -$19.2K -200 -1%
CCM
46
Condor Capital Management
New Jersey
$1.77M -$54.1K -565 -3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.75M +$748K +7,815 +80%
LSA
48
Lansing Street Advisors
Pennsylvania
$1.64M -$131K -1,368 -8%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$1.64M +$1.58M +16,505 New
GVCM
50
Global View Capital Management
Wisconsin
$1.52M +$1.46M +15,299 New