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Invesco S&P 500 Pure Value ETF

228 hedge funds and large institutions have $1B invested in Invesco S&P 500 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more capital invested

Capital invested by funds: $884M → $1B (+$121M)

10% more funds holding

Funds holding: 207228 (+21)

0.32% more ownership

Funds ownership: 59.71%60.04% (+0.32%)

Holders
228
Holders Change
+21
Holders Change %
+10.14%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
45
Increased
81
Reduced
55
Closed
20
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$710K
EFG
102
Ethos Financial Group
Pennsylvania
$709K -$20.3K -187 -3%
EFS
103
Essex Financial Services
Connecticut
$705K +$435 +4 +0.1%
NFG
104
Nations Financial Group
Iowa
$659K +$23.4K +215 +4%
AI
105
Atria Investments
North Carolina
$650K +$658K +6,057 New
BAM
106
Belpointe Asset Management
Nevada
$610K -$3.69K -34 -0.6%
4A
107
4Wealth Advisors
Illinois
$608K +$281K +2,583 +82%
FWM
108
Fingerlakes Wealth Management
New York
$607K +$3.8K +35 +0.6%
AF
109
Apollon Financial
South Carolina
$588K +$217 +2 +0%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$585K -$4.24K -39 -0.7%
PB
111
Pinnacle Bancorp
Nebraska
$584K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$564K +$59.8K +550 +12%
Mariner
113
Mariner
Kansas
$562K -$350K -3,219 -38%
WIM
114
WealthPlan Investment Management
Nebraska
$554K +$27.4K +252 +5%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$547K
CWP
116
Concord Wealth Partners
Virginia
$539K -$37.2K -342 -6%
SWP
117
Stratos Wealth Partners
Ohio
$536K +$94.3K +868 +21%
SAM
118
Synergy Asset Management
Washington
$525K -$1.95M -17,978 -79%
CSP
119
Cary Street Partners
Virginia
$516K +$326 +3 +0.1%
AA
120
Alesco Advisors
New York
$506K
CWMGO
121
Capstone Wealth Management Group (Oregon)
Oregon
$471K +$109 +1 +0%
SPI
122
Santori & Peters Inc
Pennsylvania
$444K +$761 +7 +0.2%
DC
123
Davenport & Co
Virginia
$441K +$24.6K +226 +6%
IAS
124
IMA Advisory Services
Colorado
$438K -$15.1K -139 -3%
LWM
125
Liberty Wealth Management
California
$438K +$12.6K +116 +3%