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Invesco S&P 500 Pure Value ETF

189 hedge funds and large institutions have $786M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 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:

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
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
SPI
101
Santori & Peters Inc
Pennsylvania
$410K
BFG
102
Berger Financial Group
Minnesota
$393K
LWM
103
Liberty Wealth Management
California
$392K
DC
104
Davenport & Co
Virginia
$385K
CWMGO
105
Capstone Wealth Management Group (Oregon)
Oregon
$384K
VA
106
Valmark Advisers
Ohio
$381K
SWP
107
Stratos Wealth Partners
Ohio
$375K
PS
108
Planned Solutions
California
$371K
BAG
109
Bridgewealth Advisory Group
California
$359K
WFAG
110
Worth Financial Advisory Group
North Carolina
$348K
MG
111
Mather Group
Illinois
$337K
OC
112
Oakworth Capital
Alabama
$336K
ASN
113
Advisory Services Network
Georgia
$325K
PTC
114
Private Trust Company
Ohio
$317K
FFA
115
Farther Finance Advisors
California
$314K
JSA
116
Jim Saulnier & Associates
Colorado
$313K
DQRIM
117
Dale Q Rice Investment Management
Washington
$306K
P
118
&Partners
Tennessee
$280K
CAM
119
Clark Asset Management
New Hampshire
$272K
DI
120
Diligent Investors
California
$256K
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$255K
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$253K
CAM
123
Cresset Asset Management
Illinois
$248K
HAS
124
HBW Advisory Services
California
$241K
PI
125
PFG Investments
New York
$241K