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Invesco S&P 500 Pure Value ETF

191 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 Pure Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
22
Increased
56
Reduced
83
Closed
32
Calls
$272K
Puts
$22K
Net Calls
+$250K
Net Calls Change
-$689K
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
76
Stonebridge Financial Planning Group
Florida
$1.1M -$11K -150 -1%
GAG
77
Goodman Advisory Group
Massachusetts
$1.02M -$4.47M -60,685 -81%
CWM
78
Connecticut Wealth Management
Connecticut
$1M
NA
79
NewEdge Advisors
Louisiana
$985K -$18.5K -251 -2%
CAN
80
Cetera Advisor Networks
California
$934K -$345K -4,694 -27%
NFG
81
Nations Financial Group
Iowa
$929K +$665K +9,042 +252%
CAS
82
Coppell Advisory Solutions
Texas
$878K +$878K +11,254 New
WA
83
Wambolt & Associates
Colorado
$871K -$202K -2,774 -19%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$857K -$234K -3,183 -21%
CPC
85
Cookson Peirce & Co
Pennsylvania
$776K +$1.1K +15 +0.1%
OC
86
Oppenheimer & Co
New York
$760K -$214K -2,908 -22%
AAS
87
Avantax Advisory Services
Texas
$723K +$39K +530 +6%
Luther King Capital Management (LKCM)
88
Luther King Capital Management (LKCM)
Texas
$677K -$5.42M
LNC
89
Lincoln National Corp
Pennsylvania
$649K +$122K +1,663 +23%
SWP
90
Stratos Wealth Partners
Ohio
$644K -$24.6K -334 -4%
BAG
91
Bridgewealth Advisory Group
California
$621K -$2.72K -37 -0.4%
OPS
92
Orion Portfolio Solutions
Nebraska
$580K +$101K +1,370 +21%
BCI
93
Brinker Capital Investments
Pennsylvania
$580K +$101K +1,370 +21%
RWA
94
Rooted Wealth Advisors
Illinois
$579K +$34.8K +466 +6%
SFI
95
SPC Financial Inc
Maryland
$574K +$114K +1,550 +25%
BRWA
96
B. Riley Wealth Advisors
Florida
$570K -$130K -1,771 -19%
RVPG
97
Relative Value Partners Group
$561K -$84.5K -1,148 -13%
Mariner
98
Mariner
Kansas
$544K +$20K +272 +4%
AIC
99
Ayalon Insurance Company
Israel
$537K
AA
100
Alesco Advisors
New York
$513K -$53.3K -725 -9%