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Invesco S&P 500 Pure Value ETF

234 hedge funds and large institutions have $2.55B invested in Invesco S&P 500 Pure Value ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+24
Holders Change %
+11.43%
% of All Funds
3.78%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
43
Increased
83
Reduced
72
Closed
13
Calls
$195K
Puts
$23K
Net Calls
+$172K
Net Calls Change
-$833K
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.26M +$1.26M +16,198 New
CAN
102
Claraphi Advisory Network
United States
$1.26M +$536K +6,873 +74%
GSC
103
G&S Capital
Colorado
$1.25M +$23.5K +301 +2%
MOS
104
MGO One Seven
Ohio
$1.23M +$583K +7,480 +90%
CPC
105
Cookson Peirce & Co
Pennsylvania
$1.21M +$76.1K +975 +7%
WA
106
Wambolt & Associates
Colorado
$1.2M -$13.5K -173 -1%
SWP
107
Stratos Wealth Partners
Ohio
$1.19M +$178K +2,282 +18%
TPWM
108
Twelve Points Wealth Management
Massachusetts
$1.18M -$615K -7,888 -34%
CWM
109
Connecticut Wealth Management
Connecticut
$1.17M -$28.9K -370 -2%
EH
110
Equitable Holdings
New York
$1.14M +$155K +1,988 +16%
SC
111
Scotia Capital
Ontario, Canada
$1.12M -$797K -10,221 -42%
TWM
112
Trinity Wealth Management
Pennsylvania
$1.1M -$38.9K -499 -3%
PFS
113
Prospera Financial Services
Texas
$1.04M +$1.04M +13,373 New
Mariner
114
Mariner
Kansas
$1.03M -$7.72K -99 -0.7%
BAM
115
Belpointe Asset Management
Nevada
$1.02M +$374K +4,793 +58%
SFS
116
Sowell Financial Services
Arkansas
$1.01M +$1.01M +12,920 New
CA
117
Cetera Advisors
Colorado
$969K -$961K -12,320 -50%
BRWA
118
B. Riley Wealth Advisors
Florida
$952K +$184K +2,356 +24%
WCAMG
119
Woodard & Company Asset Management Group
North Carolina
$932K -$7.88K -101 -0.8%
NWMG
120
National Wealth Management Group
Ohio
$927K -$2.17M -27,794 -70%
RVPG
121
Relative Value Partners Group
$919K +$322K +4,130 +54%
CAS
122
Coppell Advisory Solutions
Texas
$878K +$878K +11,254 New
CASC
123
Coppell Advisory Solutions Corp
Texas
$878K +$878K +11,254 New
AIC
124
Ayalon Insurance Company
Israel
$817K +$116K +1,488 +17%
HSA
125
HBK Sorce Advisory
Pennsylvania
$811K +$811K +10,400 New