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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $761M invested in Invesco S&P 500 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
61
Reduced
74
Closed
24
Calls
$619K
Puts
Net Calls
+$619K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
51
Condor Capital Management
New Jersey
$1.7M -$278K -3,006 -14%
RCM
52
RMR Capital Management
California
$1.62M +$1.29K +14 +0.1%
PGF
53
Plan Group Financial
Oklahoma
$1.54M +$403K +4,364 +35%
HCP
54
Holt Capital Partners
Texas
$1.41M -$43.7K -473 -3%
AWM
55
Activest Wealth Management
Florida
$1.39M +$9.97K +108 +0.7%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.34M -$43.9K -475 -3%
Stifel Financial
57
Stifel Financial
Missouri
$1.3M -$26.7K -289 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$1.14M +$86.7K +939 +8%
CWM
59
Connecticut Wealth Management
Connecticut
$1.12M +$1.12M +12,103 New
PCMC
60
Paragon Capital Management (Colorado)
Colorado
$1.09M +$261K +2,821 +31%
SFC
61
Strategic Financial Concepts
Texas
$1.09M +$133K +1,444 +14%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.07M +$65.8K +713 +7%
OPS
63
Orion Portfolio Solutions
Nebraska
$1.07M +$65.8K +713 +7%
Comerica Bank
64
Comerica Bank
Texas
$1.06M +$42.8K +463 +4%
SFPG
65
Stonebridge Financial Planning Group
Florida
$995K
HCP
66
Hardin Capital Partners
South Carolina
$963K +$3.79K +41 +0.4%
MCC
67
Money Concepts Capital
Florida
$946K -$59.5K -644 -6%
Creative Planning
68
Creative Planning
Kansas
$944K +$3.6K +39 +0.4%
WDL
69
Well Done LLC
Michigan
$928K -$1.44K -16 -0.2%
FEG
70
Financial Enhancement Group
Indiana
$912K -$104K -1,195 -10%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$873K +$40.5K +439 +5%
BAM
72
Belpointe Asset Management
Nevada
$814K +$814K +8,809 New
CPC
73
Cookson Peirce & Co
Pennsylvania
$808K -$29.5K -319 -4%
PAG
74
Private Advisor Group
New Jersey
$766K -$642K -6,955 -46%
AAS
75
Avantax Advisory Services
Texas
$740K -$12.5K -135 -2%