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Invesco S&P 500 Pure Value ETF

195 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $778M → $787M (+$8.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 57.69%57.43% (-0.26%)

4% less funds holding

Funds holding: 203195 (-8)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
53
Reduced
65
Closed
20
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.51M -$68.3K -713 -4%
AWM
52
Activest Wealth Management
Florida
$1.44M +$360K +3,757 +35%
MCC
53
Money Concepts Capital
Florida
$1.41M +$345K +3,600 +34%
RCM
54
RMR Capital Management
California
$1.34M -$40.4K -422 -3%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.33M +$143K +1,492 +13%
SFC
56
Strategic Financial Concepts
Texas
$1.29M +$41.2K +430 +3%
HCP
57
Hardin Capital Partners
South Carolina
$1.24M +$24.3K +254 +2%
Comerica Bank
58
Comerica Bank
Texas
$1.2M +$83K +867 +8%
PGF
59
Plan Group Financial
Oklahoma
$1.19M -$223K -2,334 -16%
CWM
60
Connecticut Wealth Management
Connecticut
$1.19M -$2.97K -31 -0.3%
HCP
61
Holt Capital Partners
Texas
$1.18M -$152K -1,585 -12%
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.11M -$43K -449 -4%
TRCT
63
Tower Research Capital (TRC)
New York
$1.11M +$860K +8,978 +412%
WDL
64
Well Done LLC
Michigan
$1.08M
Creative Planning
65
Creative Planning
Kansas
$1.06M +$19K +198 +2%
FEG
66
Financial Enhancement Group
Indiana
$1.03M -$14.2K -148 -1%
CPC
67
Cookson Peirce & Co
Pennsylvania
$977K +$99.4K +1,038 +12%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$850K +$450K +4,699 +122%
SFPG
69
Stonebridge Financial Planning Group
Florida
$814K -$140K -1,466 -15%
PAG
70
Private Advisor Group
New Jersey
$804K -$21.4K -224 -3%
Corient Private Wealth
71
Corient Private Wealth
Florida
$798K -$576K -6,012 -43%
SPC
72
Spirepoint Private Client
Florida
$754K -$17.5K -183 -2%
GWP
73
Gateway Wealth Partners
Wisconsin
$753K -$3.35K -35 -0.5%
AIC
74
Ayalon Insurance Company
Israel
$725K
EH
75
Equitable Holdings
New York
$693K +$6.61K +69 +1%