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Invesco S&P 500 Pure Value ETF

120 hedge funds and large institutions have $479M invested in Invesco S&P 500 Pure Value ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
16
Increased
48
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$126K
S
102
SignatureFD
Georgia
$116K +$126 +2 +0.1%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$76.6K -$1.27M -20,146 -94%
CDIA
104
Capital Directions Investment Advisors
Georgia
$76K
PCIA
105
Prime Capital Investment Advisors
Kansas
$63K +$63K +1,000 New
TSW
106
Thompson Siegel & Walmsley
Virginia
$61K +$61K +975 New
GRP
107
Global Retirement Partners
California
$34K
WWM
108
Willingdon Wealth Management
North Carolina
$23K
AIL
109
AGF Investments LLC
Ontario, Canada
$23K +$15.6K +245 +209%
RCA
110
Rowland Carmichael Advisors
Arizona
$19K
MA
111
MCF Advisors
Kentucky
$15K
IA
112
IFP Advisors
Florida
$12K -$768K -13,120 -98%
LC
113
Lindbrook Capital
California
$11K +$11K +190 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$7K +$63 +1 +0.9%
LWM
115
Liberty Wealth Management
California
$6K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TL
117
TrueWealth LLC
Georgia
$6K
NR
118
Newfound Research
Massachusetts
$3K -$1.33K -24 -31%
WA
119
WP Advisors
California
$2.9K +$47 +75 +2%
Deutsche Bank
120
Deutsche Bank
Germany
$2K
LMIM
121
Lockheed Martin Investment Management
Maryland
-$9.95M -175,000 Closed
PCMC
122
Paragon Capital Management (Colorado)
Colorado
-$9.18M -161,401 Closed
CC
123
Claybrook Capital
Massachusetts
-$3.53M -62,130 Closed
MWM
124
Marietta Wealth Management
Georgia
-$1.78M -31,339 Closed
NFG
125
Next Financial Group
Texas
-$1.61M -28,267 Closed