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Invesco S&P 500 Pure Value ETF

227 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, 80 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$548K
Puts
Net Calls
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
EFS
103
Essex Financial Services
Connecticut
$705K
NFG
104
Nations Financial Group
Iowa
$659K
AI
105
Atria Investments
North Carolina
$650K
BAM
106
Belpointe Asset Management
Nevada
$610K
4A
107
4Wealth Advisors
Illinois
$608K
FWM
108
Fingerlakes Wealth Management
New York
$607K
AF
109
Apollon Financial
South Carolina
$588K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$585K
PB
111
Pinnacle Bancorp
Nebraska
$584K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$564K
Mariner
113
Mariner
Kansas
$562K
WIM
114
WealthPlan Investment Management
Nebraska
$554K
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$547K
CWP
116
Concord Wealth Partners
Virginia
$539K
SWP
117
Stratos Wealth Partners
Ohio
$536K
SAM
118
Synergy Asset Management
Washington
$525K
CSP
119
Cary Street Partners
Virginia
$516K
AA
120
Alesco Advisors
New York
$506K
CWMGO
121
Capstone Wealth Management Group (Oregon)
Oregon
$471K
SPI
122
Santori & Peters Inc
Pennsylvania
$444K
DC
123
Davenport & Co
Virginia
$441K
IAS
124
IMA Advisory Services
Colorado
$438K
LWM
125
Liberty Wealth Management
California
$438K