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Invesco S&P 500 Pure Value ETF

195 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $778M → $787M (+$8.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 57.69%57.43% (-0.26%)

4% less funds holding

Funds holding: 203195 (-8)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
53
Reduced
65
Closed
20
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ethos Financial Group
Pennsylvania
$684K
CA
77
Clearstead Advisors
Ohio
$657K
FHA
78
Flagship Harbor Advisors
Massachusetts
$655K +$15.8K +165 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$648K +$625K +6,524 New
SA
80
Sanctuary Advisors
Indiana
$645K +$287 +3 +0%
IWN
81
Independent Wealth Network
Iowa
$633K +$5.94K +62 +1%
Mariner
82
Mariner
Kansas
$593K +$240K +2,507 +72%
EFS
83
Essex Financial Services
Connecticut
$593K +$383 +4 +0.1%
NFG
84
Nations Financial Group
Iowa
$588K +$28.7K +300 +5%
PWM
85
PBMares Wealth Management
Virginia
$577K -$4.88K -51 -0.9%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$561K -$2.47M -25,820 -82%
FWM
87
Fingerlakes Wealth Management
New York
$555K +$4.31K +45 +0.8%
AF
88
Apollon Financial
South Carolina
$544K +$287 +3 +0.1%
PB
89
Pinnacle Bancorp
Nebraska
$541K
CWP
90
Concord Wealth Partners
Virginia
$533K -$162K -1,687 -24%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$525K -$22.4K -234 -4%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$505K
CSP
93
Cary Street Partners
Virginia
$489K +$383 +4 +0.1%
WIM
94
WealthPlan Investment Management
Nebraska
$487K
Jones Financial Companies
95
Jones Financial Companies
Missouri
$480K +$29.2K +305 +7%
AWM
96
Apollon Wealth Management
South Carolina
$474K
VR
97
Valued Retirements
Texas
$469K
AA
98
Alesco Advisors
New York
$469K
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$457K -$1.04M -10,901 -70%
RIA
100
Regal Investment Advisors
Michigan
$448K -$3.35K -35 -0.8%