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Invesco S&P 500 Pure Value ETF

202 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, 70 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.71%
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
70
Reduced
61
Closed
16
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
101
WealthPlan Investment Management
Nebraska
$460K +$3.66K +39 +0.8%
AWM
102
Apollon Wealth Management
South Carolina
$447K
AA
103
Alesco Advisors
New York
$442K
RIA
104
Regal Investment Advisors
Michigan
$426K +$23.1K +246 +6%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$421K +$47.2K +506 +13%
IAS
106
IMA Advisory Services
Colorado
$401K
SPI
107
Santori & Peters Inc
Pennsylvania
$386K +$656 +7 +0.2%
VA
108
Valmark Advisers
Ohio
$382K -$13.7K -146 -3%
BFG
109
Berger Financial Group
Minnesota
$370K
LWM
110
Liberty Wealth Management
California
$367K +$2.16K +23 +0.6%
SWP
111
Stratos Wealth Partners
Ohio
$362K +$35.1K +374 +11%
CWMGO
112
Capstone Wealth Management Group (Oregon)
Oregon
$362K
Baird Financial Group
113
Baird Financial Group
Wisconsin
$361K +$49.7K +530 +16%
PS
114
Planned Solutions
California
$350K -$234K -2,494 -40%
BAG
115
Bridgewealth Advisory Group
California
$336K +$1.97K +21 +0.6%
FFA
116
Farther Finance Advisors
California
$335K +$297K +3,162 +769%
WFAG
117
Worth Financial Advisory Group
North Carolina
$329K
Mariner
118
Mariner
Kansas
$324K -$13K -139 -4%
Nomura Asset Management
119
Nomura Asset Management
Japan
$320K
MG
120
Mather Group
Illinois
$318K +$318K +3,392 New
OC
121
Oakworth Capital
Alabama
$317K
ASN
122
Advisory Services Network
Georgia
$307K +$15K +163 +5%
PTC
123
Private Trust Company
Ohio
$299K
BAM
124
Belpointe Asset Management
Nevada
$298K -$528K -5,636 -64%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$295K +$250K +2,664 +553%