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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
SOS
51
Silver Oak Securities
Tennessee
$2.3M +$27.5K +253 +1%
OPWM
52
Oxinas Partners Wealth Management
Indiana
$2.27M -$44.2K -407 -2%
Cerity Partners
53
Cerity Partners
New York
$2.25M +$2.28M +20,949 New
GGS
54
Galvin Gaustad & Stein
Arizona
$2.01M +$2.03M +18,707 New
BCG
55
Breakwater Capital Group
New Jersey
$1.98M -$24.1K -222 -1%
NEPWA
56
New England Private Wealth Advisors
Massachusetts
$1.79M +$11.4K +105 +0.6%
Stifel Financial
57
Stifel Financial
Missouri
$1.72M +$161K +1,486 +10%
VAG
58
VisionPoint Advisory Group
Texas
$1.69M +$1.71M +15,772 New
LWPC
59
Legacy Wealth Partners (Colorado)
Colorado
$1.68M +$1.7M +15,650 New
CCM
60
Condor Capital Management
New Jersey
$1.65M -$254K -2,341 -13%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$1.59M +$1.61M +14,852 New
MCC
62
Money Concepts Capital
Florida
$1.57M +$36.5K +336 +2%
AWM
63
Activest Wealth Management
Florida
$1.56M +$56.4K +519 +4%
RCM
64
RMR Capital Management
California
$1.54M +$265K +2,443 +21%
CCP
65
Cushing Capital Partners
Wisconsin
$1.52M +$452K +4,164 +42%
SFC
66
Strategic Financial Concepts
Texas
$1.45M +$1.47M +13,524 New
HCP
67
Holt Capital Partners
Texas
$1.42M -$13.6K -125 -0.9%
PAG
68
Private Advisor Group
New Jersey
$1.42M +$8.15K +75 +0.6%
HWM
69
Heirloom Wealth Management
Colorado
$1.38M +$1.39M +12,807 New
HCP
70
Hardin Capital Partners
South Carolina
$1.37M -$5.11K -47 -0.4%
WCL
71
Wealth Care LLC
Florida
$1.34M +$1.36M +12,488 New
SA
72
Strategic Advocates
Utah
$1.31M -$30M -276,008 -96%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$1.29M +$1.31M +12,025 New
CWM
74
Connecticut Wealth Management
Connecticut
$1.28M
Creative Planning
75
Creative Planning
Kansas
$1.28M +$50.1K +461 +4%

RPV Hedge Fund Activity: Q1 2026 in Review

228 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q1 2026, worth a combined $1B — up 14% from $884M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RPV positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $77M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $36.5M sold.

  • 228 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $1B of Invesco S&P 500 Pure Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 Pure Value ETF positions in Q1 2026 and 20 closed out, a net change of +25 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q1 2026 was AssetMark Inc, an estimated $77M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q1 2026 was ACR Alpine Capital Research, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2026.