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Invesco S&P 500 Pure Value ETF

207 hedge funds and large institutions have $884M invested in Invesco S&P 500 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $787M → $884M (+$96.6M)

6% more funds holding

Funds holding: 195207 (+12)

2.29% more ownership

Funds ownership: 57.43%59.71% (+2.3%)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
70
Reduced
56
Closed
17
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$780K -$65.5K -650 -8%
EH
77
Equitable Holdings
New York
$761K +$39.4K +391 +6%
AIC
78
Ayalon Insurance Company
Israel
$754K
SA
79
Sanctuary Advisors
Indiana
$723K +$50.6K +502 +8%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$713K +$37.9K +376 +6%
EFG
81
Ethos Financial Group
Pennsylvania
$711K
P
82
&Partners
Tennessee
$699K +$71.8K +713 +25%
FHA
83
Flagship Harbor Advisors
Massachusetts
$685K +$4.13K +41 +0.6%
CA
84
Clearstead Advisors
Ohio
$683K
EFS
85
Essex Financial Services
Connecticut
$679K +$60.6K +602 +10%
IWN
86
Independent Wealth Network
Iowa
$652K -$5.64K -56 -0.9%
BCI
87
Brinker Capital Investments
Pennsylvania
$641K -$725K -7,201 -54%
NFG
88
Nations Financial Group
Iowa
$612K
BAM
89
Belpointe Asset Management
Nevada
$591K +$576K +5,715 New
FWM
90
Fingerlakes Wealth Management
New York
$581K +$3.02K +30 +0.5%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$567K +$552K +5,483 New
AF
92
Apollon Financial
South Carolina
$566K +$201 +2 +0%
GVCM
93
Global View Capital Management
Wisconsin
$565K -$991K -9,832 -64%
VCP
94
Verus Capital Partners
Arizona
$564K +$550K +5,456 New
PB
95
Pinnacle Bancorp
Nebraska
$562K -$201 -2 -0%
CWP
96
Concord Wealth Partners
Virginia
$554K -$907 -9 -0.2%
AIM
97
Advyzon Investment Management
Illinois
$553K +$539K +5,349 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$534K -$48.1K -477 -8%
Luther King Capital Management (LKCM)
99
Luther King Capital Management (LKCM)
Texas
$528K
WIM
100
WealthPlan Investment Management
Nebraska
$507K