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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $761M invested in Invesco S&P 500 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
61
Reduced
74
Closed
24
Calls
$619K
Puts
Net Calls
+$619K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Spirepoint Private Client
Florida
$717K -$21.1K -229 -3%
GWP
77
Gateway Wealth Partners
Wisconsin
$714K +$2.59K +28 +0.4%
CWP
78
Concord Wealth Partners
Virginia
$701K -$96.9K -1,049 -12%
AIC
79
Ayalon Insurance Company
Israel
$674K
EH
80
Equitable Holdings
New York
$636K -$97.3K -1,054 -13%
EFG
81
Ethos Financial Group
Pennsylvania
$636K -$30.9K -335 -5%
CA
82
Clearstead Advisors
Ohio
$610K
FHA
83
Flagship Harbor Advisors
Massachusetts
$592K -$20.6K -223 -3%
IWN
84
Independent Wealth Network
Iowa
$586K -$23.3K -252 -4%
DQRIM
85
Dale Q Rice Investment Management
Washington
$578K -$1.48K -16 -0.3%
PS
86
Planned Solutions
California
$575K -$9.42K -102 -2%
EFS
87
Essex Financial Services
Connecticut
$550K +$16.1K +174 +3%
NFG
88
Nations Financial Group
Iowa
$540K -$1.57M -17,025 -74%
PWM
89
PBMares Wealth Management
Virginia
$539K -$2.77K -30 -0.5%
DC
90
Davenport & Co
Virginia
$530K +$530K +5,738 New
FWM
91
Fingerlakes Wealth Management
New York
$509K +$3.69K +40 +0.7%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$507K +$3.14K +34 +0.6%
AF
93
Apollon Financial
South Carolina
$505K +$277 +3 +0.1%
PB
94
Pinnacle Bancorp
Nebraska
$503K
AWS
95
Atria Wealth Solutions
New York
$478K -$71.2K -771 -13%
WA
96
Wambolt & Associates
Colorado
$466K -$12.1K -131 -3%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$463K -$483K
CSP
98
Cary Street Partners
Virginia
$454K -$25.5K -276 -5%
WIM
99
WealthPlan Investment Management
Nebraska
$449K -$646 -7 -0.1%
MTC
100
Matrix Trust Company
Colorado
$445K +$141K +1,528 +46%