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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $1.16B invested in Invesco S&P 500 Pure Value ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
33
Increased
49
Reduced
83
Closed
20
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
+$828K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
101
Flagship Harbor Advisors
Massachusetts
$523K +$125K +1,526 +31%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$504K +$903 +11 +0.2%
PWM
103
PBMares Wealth Management
Virginia
$493K -$21.8K -265 -4%
AWS
104
Atria Wealth Solutions
New York
$488K -$54.2K -660 -10%
EFS
105
Essex Financial Services
Connecticut
$478K +$164 +2 +0%
TI
106
Trexquant Investment
Connecticut
$464K +$189K +2,301 +69%
WS
107
Wedbush Securities
California
$462K -$62.8K -765 -12%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$459K -$677K
RVPG
109
Relative Value Partners Group
$448K -$179K -2,175 -29%
PB
110
Pinnacle Bancorp
Nebraska
$446K
FWM
111
Fingerlakes Wealth Management
New York
$439K +$2.71K +33 +0.6%
MCC
112
Money Concepts Capital
Florida
$433K -$45K -548 -9%
PCMC
113
Paragon Capital Management (Colorado)
Colorado
$418K -$26.8K -327 -6%
RIA
114
Regal Investment Advisors
Michigan
$413K +$178K +2,172 +76%
OC
115
Oakworth Capital
Alabama
$410K
SPI
116
Santori & Peters Inc
Pennsylvania
$402K -$136K -1,651 -25%
S
117
Syntrinsic
Colorado
$396K +$657 +8 +0.2%
AWM
118
Apollon Wealth Management
South Carolina
$385K
MML Investors Services
119
MML Investors Services
Massachusetts
$382K -$33.6K -409 -8%
PCMC
120
Planning Capital Management Corporation
Pennsylvania
$364K +$364K +4,433 New
Goldman Sachs
121
Goldman Sachs
New York
$363K +$363K +4,425 New
ASN
122
Advisory Services Network
Georgia
$363K -$2.79K -34 -0.8%
NWMG
123
National Wealth Management Group
Ohio
$357K -$54.7K -666 -13%
Renaissance Technologies
124
Renaissance Technologies
New York
$345K +$345K +4,200 New
MWM
125
MorganRosel Wealth Management
Colorado
$341K +$52.1K +635 +18%