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Invesco S&P 500 Pure Value ETF

195 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $778M → $787M (+$8.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 57.69%57.43% (-0.26%)

4% less funds holding

Funds holding: 203195 (-8)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
53
Reduced
65
Closed
20
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
101
IMA Advisory Services
Colorado
$425K
SPI
102
Santori & Peters Inc
Pennsylvania
$410K +$958 +10 +0.2%
BFG
103
Berger Financial Group
Minnesota
$393K +$192 +2 +0.1%
LWM
104
Liberty Wealth Management
California
$392K +$2.97K +31 +0.8%
DC
105
Davenport & Co
Virginia
$385K -$179K -1,868 -33%
CWMGO
106
Capstone Wealth Management Group (Oregon)
Oregon
$384K
VA
107
Valmark Advisers
Ohio
$381K -$22.8K -238 -6%
SWP
108
Stratos Wealth Partners
Ohio
$375K -$9.19K -96 -2%
PS
109
Planned Solutions
California
$371K
BAG
110
Bridgewealth Advisory Group
California
$359K +$2.78K +29 +0.8%
WFAG
111
Worth Financial Advisory Group
North Carolina
$348K -$287 -3 -0.1%
MG
112
Mather Group
Illinois
$337K
OC
113
Oakworth Capital
Alabama
$336K
ASN
114
Advisory Services Network
Georgia
$325K -$6.13K -64 -2%
PTC
115
Private Trust Company
Ohio
$317K
FFA
116
Farther Finance Advisors
California
$314K -$39.2K -409 -11%
JSA
117
Jim Saulnier & Associates
Colorado
$313K +$2.49K +26 +0.8%
DQRIM
118
Dale Q Rice Investment Management
Washington
$306K -$1.63K -17 -0.5%
P
119
&Partners
Tennessee
$280K -$670 -7 -0.2%
CAM
120
Clark Asset Management
New Hampshire
$272K +$2.11K +22 +0.8%
DI
121
Diligent Investors
California
$256K +$670 +7 +0.3%
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$255K +$1.44K +15 +0.6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$253K -$4.69K -49 -2%
AF
124
Allworth Financial
California
$249K
CAM
125
Cresset Asset Management
Illinois
$248K