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Invesco S&P 500 Pure Value ETF

207 hedge funds and large institutions have $884M invested in Invesco S&P 500 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $787M → $884M (+$96.6M)

6% more funds holding

Funds holding: 195207 (+12)

2.29% more ownership

Funds ownership: 57.43%59.71% (+2.3%)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
70
Reduced
56
Closed
17
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
AlphaCentric Advisors
Puerto Rico
$1.78M +$1.73M +17,209 New
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$1.71M +$8.77K +87 +0.5%
LSA
53
Lansing Street Advisors
Pennsylvania
$1.71M +$504 +5 +0%
Stifel Financial
54
Stifel Financial
Missouri
$1.5M -$59.8K -594 -4%
MCC
55
Money Concepts Capital
Florida
$1.47M +$9.67K +96 +0.7%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.47M +$624K +6,195 +77%
AWM
57
Activest Wealth Management
Florida
$1.45M -$52.3K -519 -4%
HCP
58
Holt Capital Partners
Texas
$1.38M +$147K +1,460 +12%
PAG
59
Private Advisor Group
New Jersey
$1.36M +$507K +5,031 +62%
HCP
60
Hardin Capital Partners
South Carolina
$1.32M +$29.1K +289 +2%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.29M -$544K -5,400 -30%
Comerica Bank
62
Comerica Bank
Texas
$1.25M +$11.6K +115 +1%
CWM
63
Connecticut Wealth Management
Connecticut
$1.23M
RCM
64
RMR Capital Management
California
$1.23M -$167K -1,655 -12%
Creative Planning
65
Creative Planning
Kansas
$1.18M +$82K +814 +8%
TPWM
66
Twelve Points Wealth Management
Massachusetts
$1.14M -$56.8K -564 -5%
WDL
67
Well Done LLC
Michigan
$1.1M -$19.1K -190 -2%
FEG
68
Financial Enhancement Group
Indiana
$1.08M -$36K -357 -3%
CCP
69
Cushing Capital Partners
Wisconsin
$1.03M +$1.01M +10,002 New
PGF
70
Plan Group Financial
Oklahoma
$1.01M -$223K -2,217 -19%
CPC
71
Cookson Peirce & Co
Pennsylvania
$993K -$22K -218 -2%
VR
72
Valued Retirements
Texas
$942K +$414K +4,114 +82%
Mariner
73
Mariner
Kansas
$874K +$251K +2,488 +42%
GWP
74
Gateway Wealth Partners
Wisconsin
$784K +$1.01K +10 +0.1%
SPC
75
Spirepoint Private Client
Florida
$783K -$403 -4 -0.1%