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Invesco S&P 500 Pure Value ETF

189 hedge funds and large institutions have $786M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.51M
AWM
52
Activest Wealth Management
Florida
$1.44M
MCC
53
Money Concepts Capital
Florida
$1.41M
RCM
54
RMR Capital Management
California
$1.34M
BCI
55
Brinker Capital Investments
Pennsylvania
$1.33M
SFC
56
Strategic Financial Concepts
Texas
$1.29M
HCP
57
Hardin Capital Partners
South Carolina
$1.24M
Comerica Bank
58
Comerica Bank
Texas
$1.2M
PGF
59
Plan Group Financial
Oklahoma
$1.19M
CWM
60
Connecticut Wealth Management
Connecticut
$1.19M
HCP
61
Holt Capital Partners
Texas
$1.18M
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.11M
TRCT
63
Tower Research Capital (TRC)
New York
$1.11M
WDL
64
Well Done LLC
Michigan
$1.08M
Creative Planning
65
Creative Planning
Kansas
$1.06M
FEG
66
Financial Enhancement Group
Indiana
$1.03M
CPC
67
Cookson Peirce & Co
Pennsylvania
$977K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$850K
SFPG
69
Stonebridge Financial Planning Group
Florida
$814K
PAG
70
Private Advisor Group
New Jersey
$804K
Corient Private Wealth
71
Corient Private Wealth
Florida
$798K
SPC
72
Spirepoint Private Client
Florida
$754K
GWP
73
Gateway Wealth Partners
Wisconsin
$753K
AIC
74
Ayalon Insurance Company
Israel
$725K
EH
75
Equitable Holdings
New York
$693K