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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%