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Invesco S&P 500 Pure Value ETF

234 hedge funds and large institutions have $2.55B invested in Invesco S&P 500 Pure Value ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+24
Holders Change %
+11.43%
% of All Funds
3.78%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
43
Increased
83
Reduced
72
Closed
13
Calls
$195K
Puts
$23K
Net Calls
+$172K
Net Calls Change
-$833K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
51
BigSur Wealth Management
Florida
$6.52M +$7.49K +96 +0.1%
RIL
52
Rothschild Investment LLC
Illinois
$6.27M +$116K +1,490 +2%
GIA
53
Gladstone Institutional Advisory
Florida
$5.62M +$1.62M +20,777 +41%
DRS
54
Deane Retirement Strategies
Louisiana
$5.57M +$5.57M +71,396 New
RJT
55
Raymond James Trust
Florida
$5.54M +$1.03M +13,233 +23%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$5.44M -$3.24M -41,513 -37%
SPI
57
Santori & Peters Inc
Pennsylvania
$5.42M -$20.1K -258 -0.4%
WDL
58
Well Done LLC
Michigan
$5.33M -$600K -7,694 -10%
FAIM
59
Financial Advocates Investment Management
Washington
$4.81M +$22.3K +286 +0.5%
KAS
60
Kestra Advisory Services
Texas
$4.76M -$2.93M -37,543 -38%
FFG
61
Ford Financial Group
California
$4.65M -$85.2K -1,092 -2%
CPFP
62
Clear Perspectives Financial Planning
Ohio
$4.39M +$182K +2,340 +4%
DC
63
Davenport & Co
Virginia
$4.25M +$494K +6,330 +13%
N
64
Natixis
France
$3.71M +$3.71M +47,630 New
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$3.69M +$3.69M +47,298 New
Goldman Sachs
66
Goldman Sachs
New York
$3.64M +$1.47M +18,877 +68%
PS
67
Planned Solutions
California
$3.44M +$10.8K +138 +0.3%
SCM
68
SOL Capital Management
Maryland
$3.3M +$962K +12,335 +41%
PCMC
69
Paragon Capital Management (Colorado)
Colorado
$2.91M +$113K +1,455 +4%
OPWM
70
Oxinas Partners Wealth Management
Indiana
$2.9M -$84.5K -1,083 -3%
IA
71
IFP Advisors
Florida
$2.82M +$204K +3,015 +8%
DWA
72
Delos Wealth Advisors
Texas
$2.77M -$835K -10,705 -23%
Stifel Financial
73
Stifel Financial
Missouri
$2.71M +$411K +5,276 +18%
Jane Street
74
Jane Street
New York
$2.57M +$358K +4,589 +16%
CCM
75
Condor Capital Management
New Jersey
$2.4M +$702 +9 +0%