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Invesco S&P 500 Pure Value ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.23B invested in Invesco S&P 500 Pure Value ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+33
Holders Change %
+28.21%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
49
Increased
46
Reduced
33
Closed
14
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$145M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.3M
3
Morgan Stanley
Morgan Stanley
New York
+$66.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$36.1M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.4M
2
BCI
Brinker Capital Investments
Pennsylvania
-$11.7M
3
Invesco
Invesco
Georgia
-$6.01M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$4.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
126
Lindbrook Capital
California
$53K – – –
GWM
127
Geneos Wealth Management
Colorado
$42K +$457 +6 +1%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$33K +$33K +448 New
SPIA
129
Steward Partners Investment Advisory
New York
$29.6K +$29.6K +400 New
FHA
130
First Horizon Advisors
Tennessee
$27K – – –
SFS
131
Sowell Financial Services
Arkansas
$26K +$9.3K +118 +56%
PB
132
Pinnacle Bancorp
Nebraska
$26K +$12.7K +172 +96%
COCM
133
Charter Oak Capital Management
New Hampshire
$24K +$24K +325 New
AIC
134
Archer Investment Corporation
Indiana
$19.2K +$19.2K +260 New
CAAS
135
Capital Asset Advisory Services
Michigan
$18K +$1.4K +19 +8%
FWP
136
FAS Wealth Partners
Kansas
$16K +$75 +1 +0.5%
GG
137
Gleason Group
Kentucky
$16K +$73 +1 +0.5%
VCM
138
Versant Capital Management
Arizona
$13K +$72 +1 +0.6%
Simplex Trading
139
Simplex Trading
Illinois
$13K +$13K +176 New
PA
140
Perennial Advisors
New York
$13K +$13K +179 New
SMG
141
Spectrum Management Group
Indiana
$12K – – –
GWS
142
Glassman Wealth Services
Virginia
$11K +$11K +154 New
TCWM
143
Total Clarity Wealth Management
Illinois
$10K +$10K +131 New
S
144
SignatureFD
Georgia
$8K -$60.3K -791 -88%
HR
145
Howe & Rusling
New York
$7K – – –
LWM
146
Liberty Wealth Management
California
$6K – – –
FFA
147
Founders Financial Alliance
North Carolina
$5K – – –
SIC
148
Salem Investment Counselors
North Carolina
$5K +$5K +74 New
HFS
149
Horizon Financial Services
North Carolina
$3K +$3K +40 New
CCA
150
Column Capital Advisors
Indiana
$2K – – –
3 4 5
6
7