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Invesco S&P 500 Pure Value ETF

193 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 15 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ethos Financial Group
Pennsylvania
$684K
CA
77
Clearstead Advisors
Ohio
$657K
FHA
78
Flagship Harbor Advisors
Massachusetts
$655K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$648K
SA
80
Sanctuary Advisors
Indiana
$645K
IWN
81
Independent Wealth Network
Iowa
$633K
Mariner
82
Mariner
Kansas
$593K
EFS
83
Essex Financial Services
Connecticut
$593K
NFG
84
Nations Financial Group
Iowa
$588K
PWM
85
PBMares Wealth Management
Virginia
$577K
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$561K
FWM
87
Fingerlakes Wealth Management
New York
$555K
AF
88
Apollon Financial
South Carolina
$544K
PB
89
Pinnacle Bancorp
Nebraska
$541K
CWP
90
Concord Wealth Partners
Virginia
$533K
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$525K
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$505K
CSP
93
Cary Street Partners
Virginia
$489K
WIM
94
WealthPlan Investment Management
Nebraska
$487K
Jones Financial Companies
95
Jones Financial Companies
Missouri
$480K
AWM
96
Apollon Wealth Management
South Carolina
$474K
VR
97
Valued Retirements
Texas
$469K
AA
98
Alesco Advisors
New York
$469K
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$457K
RIA
100
Regal Investment Advisors
Michigan
$448K