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Invesco S&P 500 Pure Value ETF
RPV

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: 5 → 7 (+2)

14% more capital invested

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

10% more funds holding

Funds holding: 207 → 228 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$77M
2
Morgan Stanley
Morgan Stanley
New York
+$19.1M
3
MIM
Marshall Investment Management
Colorado
+$10.5M
4
MLM
Mount Lucas Management
Pennsylvania
+$7.72M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
AACR
ACR Alpine Capital Research
Missouri
-$36.5M
2
SA
Strategic Advocates
Utah
-$30M
3
Bank of America
Bank of America
North Carolina
-$6.75M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.5M
5
MWM
MorganRosel Wealth Management
Colorado
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
126
Berger Financial Group
Minnesota
$424K +$217 +2 +0.1%
AG
127
Ascent Group
Virginia
$422K +$427K +3,932 New
RIA
128
Regal Investment Advisors
Michigan
$411K +$14.9K +137 +4%
CIC
129
Chilton Investment Company
Connecticut
$393K +$139K +1,280 +54%
BAG
130
Bridgewealth Advisory Group
California
$391K +$2.39K +22 +0.6%
MWM
131
Moulton Wealth Management
Washington
$391K +$396K +3,645 New
AWM
132
Apollon Wealth Management
South Carolina
$387K -$126K -1,163 -24%
MFN
133
Midwest Financial Network
Illinois
$384K +$389K +3,577 New
TAM
134
Tocqueville Asset Management
New York
$380K +$37.7K +347 +11%
MG
135
Mather Group
Illinois
$364K – – –
OC
136
Oakworth Capital
Alabama
$363K – – –
PS
137
Planned Solutions
California
$361K – – –
WA
138
Waystone Advisors
Washington
$359K +$363K +3,344 New
CAM
139
Clark Asset Management
New Hampshire
$353K +$1.85K +17 +0.5%
PTC
140
Private Trust Company
Ohio
$352K – – –
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$348K +$353K +3,245 New
PCMC
142
Paragon Capital Management (Colorado)
Colorado
$342K +$2.17K +20 +0.6%
JSA
143
Jim Saulnier & Associates
Colorado
$342K +$2.17K +20 +0.6%
DQRIM
144
Dale Q Rice Investment Management
Washington
$332K – – –
VA
145
Valmark Advisers
Ohio
$321K -$4.89K -45 -1%
RFP
146
RCS Financial Planning
Maryland
$305K +$309K +2,843 New
ASN
147
Advisory Services Network
Georgia
$296K -$29K -267 -9%
MCM
148
Mainstay Capital Management
Michigan
$293K +$297K +2,729 New
AF
149
Allworth Financial
California
$286K +$3.04K +28 +1%
IP
150
Ignite Planners
California
$271K -$4.67K -43 -2%
4 5
6
7 8

RPV Hedge Fund Activity: Q1 2026 in Review

228 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q1 2026, worth a combined $1B — up 14% from $884M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RPV positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $77M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $36.5M sold.

  • 228 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $1B of Invesco S&P 500 Pure Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 Pure Value ETF positions in Q1 2026 and 20 closed out, a net change of +25 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q1 2026 was AssetMark Inc, an estimated $77M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q1 2026 was ACR Alpine Capital Research, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2026.