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Invesco S&P 500 Pure Value ETF

228 hedge funds and large institutions have $1B invested in Invesco S&P 500 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more capital invested

Capital invested by funds: $884M → $1B (+$121M)

10% more funds holding

Funds holding: 207228 (+21)

0.32% more ownership

Funds ownership: 59.71%60.04% (+0.32%)

Holders
228
Holders Change
+21
Holders Change %
+10.14%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
45
Increased
81
Reduced
55
Closed
20
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
76
PAX Financial Group
Texas
$1.26M +$1.27M +11,715 New
BCM
77
Beaumont Capital Management
Massachusetts
$1.23M +$1.24M +11,420 New
VR
78
Valued Retirements
Texas
$1.17M +$190K +1,744 +19%
TPWM
79
Twelve Points Wealth Management
Massachusetts
$1.14M -$1.09K -10 -0.1%
WDL
80
Well Done LLC
Michigan
$1.12M -$20.2K -186 -2%
FEG
81
Financial Enhancement Group
Indiana
$1.07M -$27.5K -253 -3%
AAS
82
Ameritas Advisory Services
Nebraska
$1.01M +$1.02M +9,376 New
EH
83
Equitable Holdings
New York
$973K +$210K +1,934 +26%
LSA
84
Lansing Street Advisors
Pennsylvania
$964K -$821K -7,556 -46%
VCP
85
Verus Capital Partners
Arizona
$917K +$335K +3,081 +56%
VA
86
VestGen Advisors
Illinois
$915K +$893K +8,221 New
P
87
&Partners
Tennessee
$907K +$696K +6,405 +181%
PGF
88
Plan Group Financial
Oklahoma
$903K -$144K -1,326 -14%
Corient Private Wealth
89
Corient Private Wealth
Florida
$870K -$547K -5,031 -35%
CPC
90
Cookson Peirce & Co
Pennsylvania
$831K -$203K -1,868 -19%
SPC
91
Spirepoint Private Client
Florida
$810K -$4.46K -41 -0.5%
EFG
92
Everest Financial Group
Minnesota
$801K +$811K +7,461 New
SFPG
93
Stonebridge Financial Planning Group
Florida
$789K -$21.7K -200 -3%
SCM
94
Saxony Capital Management
Missouri
$783K +$312K +2,868 +65%
AIC
95
Ayalon Insurance Company
Israel
$783K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$771K +$30.8K +283 +4%
HIM
97
Hanlon Investment Management
New Jersey
$762K +$771K +7,098 New
UBS AM
98
UBS AM
Illinois
$759K +$721K +6,636 +1,550%
SA
99
Sanctuary Advisors
Indiana
$751K +$326 +3 +0%
FHA
100
Flagship Harbor Advisors
Massachusetts
$711K -$1.2K -11 -0.2%