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Invesco S&P 500 Pure Value ETF
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Overview Fund Activity

200 hedge funds and large institutions have $773M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
61
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.7M
2
LPL Financial
2
LPL Financial
California
$29.1M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.55M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.88M
5
GAM
5
Gotham Asset Management
New York
$5.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$30.3M
4
GVCM
4
Global View Capital Management
Wisconsin
$0
5
SAM
5
Synergy Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$688K 7,333 -685 -9%
HF
77
HRT Financial
New York
$687K 7,336 +7,336 New
AIC
78
Ayalon Insurance Company
Israel
$684K 7,293 – –
CWP
79
Concord Wealth Partners
Virginia
$662K 7,055 -534 -7%
CAMV
80
Concord Asset Management (Virginia)
Virginia
$662K 7,055 +7,055 New
EH
81
Equitable Holdings
New York
$647K 6,904 +17 +0.2%
EFG
82
Ethos Financial Group
Pennsylvania
$645K 6,882 – –
CA
83
Clearstead Advisors
Ohio
$620K 6,610 – –
FHA
84
Flagship Harbor Advisors
Massachusetts
$602K 6,422 +7 +0.1%
IWN
85
Independent Wealth Network
Iowa
$591K 6,303 -42 -0.7%
YIH
86
Y-Intercept (HK)
Hong Kong
$584K 6,232 +6,232 New
EFS
87
Essex Financial Services
Connecticut
$559K 5,959 +3 +0.1%
PWM
88
PBMares Wealth Management
Virginia
$549K 5,852 +20 +0.3%
DC
89
Davenport & Co
Virginia
$538K 5,743 +5 +0.1%
NFG
90
Nations Financial Group
Iowa
$527K 5,619 -225 -4%
FWM
91
Fingerlakes Wealth Management
New York
$520K 5,543 +33 +0.6%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$518K 5,519 +28 +0.5%
AF
93
Apollon Financial
South Carolina
$513K 5,467 +3 +0.1%
PB
94
Pinnacle Bancorp
Nebraska
$510K 5,443 – –
WA
95
Wambolt & Associates
Colorado
$481K 5,037 -23 -0.5%
Luther King Capital Management (LKCM)
96
Luther King Capital Management (LKCM)
Texas
– – – –
VR
97
Valued Retirements
Texas
$469K 5,004 +2,536 +103%
CSP
98
Cary Street Partners
Virginia
$461K 4,915 +3 +0.1%
WIM
99
WealthPlan Investment Management
Nebraska
$460K 4,904 +39 +0.8%
AWM
100
Apollon Wealth Management
South Carolina
$447K 4,770 – –
2 3
4
5 6