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Invesco S&P 500 Pure Value ETF

184 hedge funds and large institutions have $2.24B invested in Invesco S&P 500 Pure Value ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+34
Holders Change %
+22.67%
% of All Funds
3.21%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
51
Increased
75
Reduced
32
Closed
16
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
126
WESPAC Advisors
California
$344K +$344K +4,464 New
MWM
127
MinichMacGregor Wealth Management
New York
$336K -$18.3K -237 -5%
PWM
128
PBMares Wealth Management
Virginia
$336K +$15.4K +200 +5%
CCT
129
Country Club Trust
Missouri
$334K -$50.7K -660 -13%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$333K +$132K +1,710 +66%
BO
131
BRR OpCo
Ohio
$318K +$15.3K +198 +5%
FTUS
132
Flow Traders U.S.
New York
$292K -$1.56M -20,280 -84%
Renaissance Technologies
133
Renaissance Technologies
New York
$278K +$278K +3,600 New
BRWA
134
B. Riley Wealth Advisors
Florida
$277K +$277K +3,585 New
LWM
135
Liberty Wealth Management
California
$275K +$267K +3,467 +3,467%
ASN
136
Advisory Services Network
Georgia
$272K +$272K +3,530 New
DI
137
Diligent Investors
California
$267K +$5.86K +76 +2%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$267K +$17.8K +230 +7%
PFS
139
Prospera Financial Services
Texas
$263K +$263K +3,395 New
TAIM
140
TD Ameritrade Investment Management
Nebraska
$250K -$60.5K -784 -19%
BAS
141
Brown Advisory Securities
Maryland
$239K -$15.4K -200 -6%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$237K +$20.3K +265 +9%
SBIA
143
Sheaff Brock Investment Advisors
Indiana
$233K
Creative Planning
144
Creative Planning
Kansas
$233K +$21.8K +282 +10%
CWM
145
Cornerstone Wealth Management
Missouri
$220K -$7.63K -99 -3%
William Blair & Company
146
William Blair & Company
Illinois
$216K +$38.9K +505 +22%
CFGS
147
Concourse Financial Group Securities
Alabama
$202K +$202K +2,620 New
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
$201K +$201K +2,605 New
WCAMG
149
Woodard & Company Asset Management Group
North Carolina
$168K +$154 +2 +0.1%
EVM
150
Eaton Vance Management
Massachusetts
$159K