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Invesco S&P 500 Pure Value ETF
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Overview Fund Activity

200 hedge funds and large institutions have $773M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
61
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.7M
2
LPL Financial
2
LPL Financial
California
$29.1M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.55M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.88M
5
GAM
5
Gotham Asset Management
New York
$5.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$30.3M
4
GVCM
4
Global View Capital Management
Wisconsin
$0
5
SAM
5
Synergy Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Alesco Advisors
New York
$442K 4,715 – –
RIA
102
Regal Investment Advisors
Michigan
$426K 4,539 +246 +6%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$421K 4,520 +506 +13%
IAS
104
IMA Advisory Services
Colorado
$401K 4,272 – –
SPI
105
Santori & Peters Inc
Pennsylvania
$386K 4,113 +7 +0.2%
VA
106
Valmark Advisers
Ohio
$382K 4,073 -146 -3%
BFG
107
Berger Financial Group
Minnesota
$370K 3,949 – –
LWM
108
Liberty Wealth Management
California
$367K 3,911 +23 +0.6%
SWP
109
Stratos Wealth Partners
Ohio
$362K 3,864 +374 +11%
CWMGO
110
Capstone Wealth Management Group (Oregon)
Oregon
$362K 3,860 – –
Baird Financial Group
111
Baird Financial Group
Wisconsin
$361K 3,853 +530 +16%
PS
112
Planned Solutions
California
$350K 3,734 -2,494 -40%
BAG
113
Bridgewealth Advisory Group
California
$336K 3,582 +21 +0.6%
FFA
114
Farther Finance Advisors
California
$335K 3,573 +3,162 +769%
WFAG
115
Worth Financial Advisory Group
North Carolina
$329K 3,508 – –
Mariner
116
Mariner
Kansas
$324K 3,460 -139 -4%
Nomura Asset Management
117
Nomura Asset Management
Japan
$320K 3,410 – –
MG
118
Mather Group
Illinois
$318K 3,392 +3,392 New
OC
119
Oakworth Capital
Alabama
$317K 3,384 – –
ASN
120
Advisory Services Network
Georgia
$307K 3,335 +163 +5%
PTC
121
Private Trust Company
Ohio
$299K 3,191 – –
BAM
122
Belpointe Asset Management
Nevada
$298K 3,173 -5,636 -64%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$295K 3,146 +2,664 +553%
JSA
124
Jim Saulnier & Associates
Colorado
$293K 3,123 +18 +0.6%
DQRIM
125
Dale Q Rice Investment Management
Washington
$291K 3,131 -3,131 -50%
3 4
5
6 7