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Invesco S&P 500 Pure Value ETF

208 hedge funds and large institutions have $1.42B invested in Invesco S&P 500 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
58
Reduced
72
Closed
23
Calls
$677K
Puts
$63K
Net Calls
+$614K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$814K +$53K +588 +7%
CWP
77
Concord Wealth Partners
Virginia
$779K -$361K -4,007 -32%
AAS
78
Avantax Advisory Services
Texas
$735K -$68.5K -759 -9%
SPC
79
Spirepoint Private Client
Florida
$721K -$20.3K -225 -3%
EH
80
Equitable Holdings
New York
$716K -$35.4K -392 -5%
IAA
81
Independent Advisor Alliance
North Carolina
$707K +$707K +7,836 New
GWP
82
Gateway Wealth Partners
Wisconsin
$695K +$3.43K +38 +0.5%
SA
83
Sanctuary Advisors
Indiana
$686K -$61.7K -656 -8%
AIC
84
Ayalon Insurance Company
Israel
$658K
AIP
85
Almanack Investment Partners
Pennsylvania
$651K -$25.1K -278 -4%
EFG
86
Ethos Financial Group
Pennsylvania
$651K +$651K +7,217 New
FHA
87
Flagship Harbor Advisors
Massachusetts
$599K +$3.16K +35 +0.5%
CA
88
Clearstead Advisors
Ohio
$596K
IWN
89
Independent Wealth Network
Iowa
$595K -$6.59K -73 -1%
PS
90
Planned Solutions
California
$571K -$3.53M -39,092 -86%
DQRIM
91
Dale Q Rice Investment Management
Washington
$566K +$566K +6,278 New
AWS
92
Atria Wealth Solutions
New York
$537K -$47.6K -528 -8%
PWM
93
PBMares Wealth Management
Virginia
$529K -$2.35K -26 -0.4%
EFS
94
Essex Financial Services
Connecticut
$522K +$16.8K +186 +3%
FWM
95
Fingerlakes Wealth Management
New York
$493K +$2.71K +30 +0.6%
AF
96
Apollon Financial
South Carolina
$493K +$180 +2 +0%
Kovitz Investment Group Partners
97
Kovitz Investment Group Partners
Illinois
$492K -$10.5K -116 -2%
PB
98
Pinnacle Bancorp
Nebraska
$491K
Jane Street
99
Jane Street
New York
$483K -$159K -1,762 -25%
Luther King Capital Management (LKCM)
100
Luther King Capital Management (LKCM)
Texas
$483K -$477K