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Invesco S&P 500 Pure Value ETF

207 hedge funds and large institutions have $884M invested in Invesco S&P 500 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $787M → $884M (+$96.6M)

6% more funds holding

Funds holding: 195207 (+12)

2.29% more ownership

Funds ownership: 57.43%59.71% (+2.3%)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
70
Reduced
56
Closed
17
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
101
Cary Street Partners
Virginia
$497K -$11.4K -113 -2%
AWM
102
Apollon Wealth Management
South Carolina
$493K
Jones Financial Companies
103
Jones Financial Companies
Missouri
$492K -$6.45K -64 -1%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$488K +$12.7K +126 +3%
AA
105
Alesco Advisors
New York
$487K
SCM
106
Saxony Capital Management
Missouri
$458K +$217K +2,158 +95%
CWMGO
107
Capstone Wealth Management Group (Oregon)
Oregon
$453K +$52.5K +521 +13%
IAS
108
IMA Advisory Services
Colorado
$436K -$5.44K -54 -1%
SPI
109
Santori & Peters Inc
Pennsylvania
$427K +$604 +6 +0.1%
SWP
110
Stratos Wealth Partners
Ohio
$426K +$35.4K +351 +9%
LWM
111
Liberty Wealth Management
California
$410K +$2.02K +20 +0.5%
BFG
112
Berger Financial Group
Minnesota
$408K
DC
113
Davenport & Co
Virginia
$401K +$403 +4 +0.1%
RIA
114
Regal Investment Advisors
Michigan
$381K -$82.1K -815 -18%
BAG
115
Bridgewealth Advisory Group
California
$374K +$806 +8 +0.2%
WFAG
116
Worth Financial Advisory Group
North Carolina
$362K
MG
117
Mather Group
Illinois
$351K
OC
118
Oakworth Capital
Alabama
$350K
PS
119
Planned Solutions
California
$347K -$37.8K -375 -10%
PTC
120
Private Trust Company
Ohio
$339K +$8.66K +86 +3%
CAM
121
Clark Asset Management
New Hampshire
$338K +$54.1K +537 +20%
TAM
122
Tocqueville Asset Management
New York
$330K +$322K +3,196 New
FFA
123
Farther Finance Advisors
California
$328K +$1.21K +12 +0.4%
PCMC
124
Paragon Capital Management (Colorado)
Colorado
$327K +$60.3K +599 +23%
JSA
125
Jim Saulnier & Associates
Colorado
$327K +$1.61K +16 +0.5%