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Invesco S&P 500 Pure Value ETF
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Overview Fund Activity

200 hedge funds and large institutions have $773M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.69%
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
68
Reduced
61
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.7M
2
LPL Financial
2
LPL Financial
California
$29.1M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.55M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.88M
5
GAM
5
Gotham Asset Management
New York
$5.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$30.3M
4
GVCM
4
Global View Capital Management
Wisconsin
$0
5
SAM
5
Synergy Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.49M 15,860 +1,735 +12%
Citadel Advisors
52
Citadel Advisors
Florida
$1.47M 15,731 +3,405 +28%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.45M 15,496 +10,901 +237%
PGF
54
Plan Group Financial
Oklahoma
$1.34M 14,283 -2,421 -14%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.32M 14,039 -524 -4%
RCM
56
RMR Capital Management
California
$1.31M 13,951 -3,588 -20%
HCP
57
Holt Capital Partners
Texas
$1.27M 13,507 -1,795 -12%
SFC
58
Strategic Financial Concepts
Texas
$1.18M 12,572 +806 +7%
HCP
59
Hardin Capital Partners
South Carolina
$1.17M 12,218 +1,792 +17%
CWM
60
Connecticut Wealth Management
Connecticut
$1.12M 11,978 -125 -1%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.12M 11,907 +315 +3%
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.09M 11,620 -20,221 -64%
Comerica Bank
63
Comerica Bank
Texas
$1.05M 11,160 -349 -3%
WDL
64
Well Done LLC
Michigan
$1.02M 10,841 +550 +5%
AWM
65
Activest Wealth Management
Florida
$1.01M 10,767 -4,236 -28%
FEG
66
Financial Enhancement Group
Indiana
$994K 10,510 – –
MCC
67
Money Concepts Capital
Florida
$989K 10,543 +300 +3%
Creative Planning
68
Creative Planning
Kansas
$978K 10,433 +212 +2%
GS
69
GTS Securities
New York
$966K 10,304 +10,304 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$920K 9,816 +357 +4%
SFPG
71
Stonebridge Financial Planning Group
Florida
$906K 9,660 -1,114 -10%
CPC
72
Cookson Peirce & Co
Pennsylvania
$824K 8,789 +45 +0.5%
PAG
73
Private Advisor Group
New Jersey
$780K 8,315 +25 +0.3%
SPC
74
Spirepoint Private Client
Florida
$728K 7,766 – –
GWP
75
Gateway Wealth Partners
Wisconsin
$714K 7,613 -117 -2%
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