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Invesco S&P 500 Pure Value ETF

193 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 15 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
101
IMA Advisory Services
Colorado
$425K
SPI
102
Santori & Peters Inc
Pennsylvania
$410K
BFG
103
Berger Financial Group
Minnesota
$393K
LWM
104
Liberty Wealth Management
California
$392K
DC
105
Davenport & Co
Virginia
$385K
CWMGO
106
Capstone Wealth Management Group (Oregon)
Oregon
$384K
VA
107
Valmark Advisers
Ohio
$381K
SWP
108
Stratos Wealth Partners
Ohio
$375K
PS
109
Planned Solutions
California
$371K
BAG
110
Bridgewealth Advisory Group
California
$359K
WFAG
111
Worth Financial Advisory Group
North Carolina
$348K
MG
112
Mather Group
Illinois
$337K
OC
113
Oakworth Capital
Alabama
$336K
ASN
114
Advisory Services Network
Georgia
$325K
PTC
115
Private Trust Company
Ohio
$317K
FFA
116
Farther Finance Advisors
California
$314K
JSA
117
Jim Saulnier & Associates
Colorado
$313K
DQRIM
118
Dale Q Rice Investment Management
Washington
$306K
P
119
&Partners
Tennessee
$280K
CAM
120
Clark Asset Management
New Hampshire
$272K
DI
121
Diligent Investors
California
$256K
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$255K
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$253K
AF
124
Allworth Financial
California
$249K
CAM
125
Cresset Asset Management
Illinois
$248K