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Invesco S&P 500 Pure Value ETF

208 hedge funds and large institutions have $1.42B invested in Invesco S&P 500 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
58
Reduced
72
Closed
23
Calls
$677K
Puts
$63K
Net Calls
+$614K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
51
RMR Capital Management
California
$1.58M -$27.4K -304 -2%
Mariner
52
Mariner
Kansas
$1.43M +$1.1M +12,249 +336%
HCP
53
Holt Capital Partners
Texas
$1.42M -$122K -1,357 -8%
PAG
54
Private Advisor Group
New Jersey
$1.38M -$82.4K -913 -6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.36M -$1.36M -15,021 -50%
AWM
56
Activest Wealth Management
Florida
$1.34M
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$1.33M -$55.4K -614 -4%
Stifel Financial
58
Stifel Financial
Missouri
$1.3M +$66.2K +734 +5%
Renaissance Technologies
59
Renaissance Technologies
New York
$1.15M +$244K +2,700 +27%
PGF
60
Plan Group Financial
Oklahoma
$1.11M -$236K -2,616 -17%
SWA
61
Stratos Wealth Advisors
Ohio
$1.11M +$1.11M +12,294 New
FEG
62
Financial Enhancement Group
Indiana
$1.06M -$12.7M -139,941 -92%
AI
63
Atria Investments
North Carolina
$1.06M +$1.06M +11,771 New
Citadel Advisors
64
Citadel Advisors
Florida
$1.03M -$9.11K -101 -0.9%
Comerica Bank
65
Comerica Bank
Texas
$996K -$57.4K -636 -5%
MCC
66
Money Concepts Capital
Florida
$982K +$53.9K +597 +6%
BCI
67
Brinker Capital Investments
Pennsylvania
$981K +$65.6K +727 +7%
OPS
68
Orion Portfolio Solutions
Nebraska
$981K +$65.6K +727 +7%
SFPG
69
Stonebridge Financial Planning Group
Florida
$972K -$74.8K -829 -7%
HCP
70
Hardin Capital Partners
South Carolina
$937K +$61.1K +677 +7%
SFC
71
Strategic Financial Concepts
Texas
$931K +$181K +2,002 +24%
Creative Planning
72
Creative Planning
Kansas
$918K -$5.5K -61 -0.6%
WDL
73
Well Done LLC
Michigan
$916K
CPC
74
Cookson Peirce & Co
Pennsylvania
$818K -$26.3K -292 -3%
PCMC
75
Paragon Capital Management (Colorado)
Colorado
$814K +$195K +2,162 +32%