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Invesco S&P 500 Pure Value ETF

189 hedge funds and large institutions have $786M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Saxony Capital Management
Missouri
$225K
EWA
127
Exit Wealth Advisors
Georgia
$224K
SFA
128
Sequoia Financial Advisors
Ohio
$222K
DWA
129
Delos Wealth Advisors
Texas
$206K
HF
130
HRT Financial
New York
$206K
ATC
131
Argent Trust Co
Tennessee
$206K
WS
132
Wedbush Securities
California
$204K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$184K
William Blair & Company
134
William Blair & Company
Illinois
$167K
CFB
135
Cullen/Frost Bankers
Texas
$148K
CFP
136
Comprehensive Financial Planning
Pennsylvania
$144K
SAM
137
S.A. Mason
Michigan
$135K
SPIA
138
Steward Partners Investment Advisory
New York
$130K
MWM
139
MGB Wealth Management
Texas
$112K
BCM
140
Birch Capital Management
Texas
$99.4K
BLC
141
Brown, Lisle/Cummings
Rhode Island
$91.9K
WCAMG
142
Woodard & Company Asset Management Group
North Carolina
$88.9K
AWM
143
AE Wealth Management
Kansas
$76.9K
JHCP
144
Jackson Hole Capital Partners
Oklahoma
$76.5K
SFC
145
SYM Financial Corp
Indiana
$71.2K
GRP
146
Global Retirement Partners
California
$65.3K
SL
147
Salomon & Ludwin
Virginia
$64.9K
NRC
148
New Republic Capital
North Carolina
$61.8K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$56.3K
AT
150
Arlington Trust
Alabama
$52.7K