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Invesco S&P 500 Pure Value ETF

208 hedge funds and large institutions have $1.42B invested in Invesco S&P 500 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
58
Reduced
72
Closed
23
Calls
$677K
Puts
$63K
Net Calls
+$614K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$482K -$186K -2,056 -28%
AG
102
AmeriFlex Group
Nevada
$481K +$481K +5,169 New
WA
103
Wambolt & Associates
Colorado
$468K -$2.53K -28 -0.5%
CSP
104
Cary Street Partners
Virginia
$468K +$468K +5,188 New
RIA
105
Regal Investment Advisors
Michigan
$446K -$93.8K -1,040 -17%
WIM
106
WealthPlan Investment Management
Nebraska
$440K
AWM
107
Apollon Wealth Management
South Carolina
$430K +$6.95K +77 +2%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$427K +$296K +3,285 +227%
AA
109
Alesco Advisors
New York
$425K
PTC
110
Private Trust Company
Ohio
$418K +$57.6K +639 +16%
BFG
111
Berger Financial Group
Minnesota
$411K -$41.3K -458 -9%
MWM
112
MorganRosel Wealth Management
Colorado
$406K
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$395K -$43.6K -483 -10%
IAS
114
IMA Advisory Services
Colorado
$392K +$392K +4,342 New
VA
115
Valmark Advisers
Ohio
$388K +$37.1K +411 +11%
SPI
116
Santori & Peters Inc
Pennsylvania
$370K -$7.67K -85 -2%
WANY
117
Wealthspire Advisors (New York)
New York
$353K -$145K -1,604 -29%
LWM
118
Liberty Wealth Management
California
$348K +$1.89K +21 +0.5%
CWMGO
119
Capstone Wealth Management Group (Oregon)
Oregon
$348K +$348K +3,860 New
Jones Financial Companies
120
Jones Financial Companies
Missouri
$346K +$186K +2,066 +117%
BAG
121
Bridgewealth Advisory Group
California
$325K -$2.85K -31 -0.9%
PI
122
PFG Investments
New York
$325K
WFAG
123
Worth Financial Advisory Group
North Carolina
$316K
ASN
124
Advisory Services Network
Georgia
$308K +$308K +3,411 New
Nomura Asset Management
125
Nomura Asset Management
Japan
$308K -$297K -3,289 -49%