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Invesco S&P 500 Pure Value ETF

203 hedge funds and large institutions have $778M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $762M → $778M (+$16.5M)

0.76% more ownership

Funds ownership: 56.94%57.69% (+0.76%)

0% more funds holding

Funds holding: 203203 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
71
Reduced
61
Closed
16
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
101
Cary Street Partners
Virginia
$461K +$269 +3 +0.1%
WIM
102
WealthPlan Investment Management
Nebraska
$460K +$3.5K +39 +0.8%
AWM
103
Apollon Wealth Management
South Carolina
$447K
AA
104
Alesco Advisors
New York
$442K
RIA
105
Regal Investment Advisors
Michigan
$426K +$22.1K +246 +6%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$421K +$45.4K +506 +13%
IAS
107
IMA Advisory Services
Colorado
$401K
SPI
108
Santori & Peters Inc
Pennsylvania
$386K +$629 +7 +0.2%
VA
109
Valmark Advisers
Ohio
$382K -$13.1K -146 -3%
BFG
110
Berger Financial Group
Minnesota
$370K
LWM
111
Liberty Wealth Management
California
$367K +$2.06K +23 +0.6%
SWP
112
Stratos Wealth Partners
Ohio
$362K +$33.6K +374 +11%
CWMGO
113
Capstone Wealth Management Group (Oregon)
Oregon
$362K
Baird Financial Group
114
Baird Financial Group
Wisconsin
$361K +$47.6K +530 +16%
PS
115
Planned Solutions
California
$350K -$224K -2,494 -40%
BAG
116
Bridgewealth Advisory Group
California
$336K +$1.89K +21 +0.6%
FFA
117
Farther Finance Advisors
California
$335K +$284K +3,162 +769%
WFAG
118
Worth Financial Advisory Group
North Carolina
$329K
Mariner
119
Mariner
Kansas
$324K -$12.5K -139 -4%
Nomura Asset Management
120
Nomura Asset Management
Japan
$320K
MG
121
Mather Group
Illinois
$318K +$305K +3,392 New
OC
122
Oakworth Capital
Alabama
$317K
ASN
123
Advisory Services Network
Georgia
$307K +$14.6K +163 +5%
PTC
124
Private Trust Company
Ohio
$299K
BAM
125
Belpointe Asset Management
Nevada
$298K -$506K -5,636 -64%

RPV Hedge Fund Activity: Q2 2025 in Review

203 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q2 2025, worth a combined $778M — up 2.2% from $762M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RPV positions and 16 closed out — a net gain of 2 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 203 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $778M of Invesco S&P 500 Pure Value ETF stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Pure Value ETF positions in Q2 2025 and 16 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q2 2025 was Goldman Sachs, an estimated $10.4M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.