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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $1.16B invested in Invesco S&P 500 Pure Value ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
49
Reduced
83
Closed
20
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
+$828K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
76
Nations Financial Group
Iowa
$1M -$33.6K -409 -3%
CWM
77
Connecticut Wealth Management
Connecticut
$991K -$127K -1,550 -11%
Comerica Bank
78
Comerica Bank
Texas
$942K -$887K -10,808 -49%
SFI
79
SPC Financial Inc
Maryland
$905K +$265K +3,227 +41%
CPC
80
Cookson Peirce & Co
Pennsylvania
$894K +$28.5K +347 +3%
Creative Planning
81
Creative Planning
Kansas
$824K -$998K -12,160 -55%
AAS
82
Avantax Advisory Services
Texas
$820K +$14K +170 +2%
CIA
83
Concurrent Investment Advisors
Florida
$806K +$806K +9,823 New
Mariner
84
Mariner
Kansas
$788K +$181K +2,206 +30%
BCI
85
Brinker Capital Investments
Pennsylvania
$668K +$11.9K +143 +2%
OPS
86
Orion Portfolio Solutions
Nebraska
$668K +$11.9K +143 +2%
GS
87
GTS Securities
New York
$664K -$29.2M -355,455 -98%
CAN
88
Cetera Advisor Networks
California
$647K -$394K -4,803 -38%
FTUS
89
Flow Traders U.S.
New York
$643K +$643K +7,836 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$638K -$318K -3,874 -33%
WA
91
Wambolt & Associates
Colorado
$633K -$349K -4,250 -36%
AIC
92
Ayalon Insurance Company
Israel
$599K
BRWA
93
B. Riley Wealth Advisors
Florida
$589K -$46.8K -570 -7%
BAG
94
Bridgewealth Advisory Group
California
$587K -$106K -1,287 -15%
AA
95
Alesco Advisors
New York
$572K
IWN
96
Independent Wealth Network
Iowa
$550K +$11K +134 +2%
Nomura Asset Management
97
Nomura Asset Management
Japan
$550K
AWA
98
Arete Wealth Advisors
Illinois
$541K +$541K +6,588 New
WP
99
WealthPLAN Partners
Nebraska
$528K +$17.2K +210 +3%
AF
100
Apollon Financial
South Carolina
$527K +$527K +6,420 New