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Invesco S&P 500 Pure Value ETF

193 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 15 funds opening new positions, 53 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:

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
193
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
HAS
126
HBW Advisory Services
California
$241K
PI
127
PFG Investments
New York
$241K
SCM
128
Saxony Capital Management
Missouri
$225K
EWA
129
Exit Wealth Advisors
Georgia
$224K
SFA
130
Sequoia Financial Advisors
Ohio
$222K
DWA
131
Delos Wealth Advisors
Texas
$206K
HF
132
HRT Financial
New York
$206K
ATC
133
Argent Trust Co
Tennessee
$206K
WS
134
Wedbush Securities
California
$204K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$184K
William Blair & Company
136
William Blair & Company
Illinois
$167K
CFB
137
Cullen/Frost Bankers
Texas
$148K
CFP
138
Comprehensive Financial Planning
Pennsylvania
$144K
SAM
139
S.A. Mason
Michigan
$135K
SPIA
140
Steward Partners Investment Advisory
New York
$130K
MWM
141
MGB Wealth Management
Texas
$112K
BCM
142
Birch Capital Management
Texas
$99.4K
BLC
143
Brown, Lisle/Cummings
Rhode Island
$91.9K
WCAMG
144
Woodard & Company Asset Management Group
North Carolina
$88.9K
AWM
145
AE Wealth Management
Kansas
$76.9K
JHCP
146
Jackson Hole Capital Partners
Oklahoma
$76.5K
SFC
147
SYM Financial Corp
Indiana
$71.2K
GRP
148
Global Retirement Partners
California
$65.3K
SL
149
Salomon & Ludwin
Virginia
$64.9K
NRC
150
New Republic Capital
North Carolina
$61.8K