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Invesco S&P 500 Pure Value ETF

224 hedge funds and large institutions have $2.04B invested in Invesco S&P 500 Pure Value ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-10
Holders Change %
-4.27%
% of All Funds
3.59%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
27
Increased
76
Reduced
81
Closed
32
Calls
$167K
Puts
$61K
Net Calls
+$106K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$600K +$296K +3,905 +98%
PWM
127
PBMares Wealth Management
Virginia
$569K -$24.7K -325 -4%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$561K +$71.6K +945 +15%
AAS
129
Avantax Advisory Services
Texas
$558K +$211K +2,779 +61%
IWN
130
Independent Wealth Network
Iowa
$550K +$228 +3 +0%
MOS
131
MGO One Seven
Ohio
$541K -$657K -8,657 -55%
SPIA
132
Steward Partners Investment Advisory
New York
$523K +$98.6K +1,299 +23%
WS
133
Wedbush Securities
California
$500K +$834 +11 +0.2%
WP
134
WealthPLAN Partners
Nebraska
$493K -$202K -2,659 -29%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$460K +$3.19K +42 +0.7%
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$447K
MIM
137
MTM Investment Management
South Carolina
$444K +$21.6K +284 +5%
EFS
138
Essex Financial Services
Connecticut
$444K
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$436K -$176K -2,318 -29%
NWMG
140
National Wealth Management Group
Ohio
$420K -$429K -6,002 -51%
MIFH
141
Migdal Insurance & Financial Holdings
Israel
$414K +$414K +5,540 New
PB
142
Pinnacle Bancorp
Nebraska
$414K +$152 +2 +0%
Mariner
143
Mariner
Kansas
$411K -$589K -7,758 -59%
FWM
144
Fingerlakes Wealth Management
New York
$399K +$2.81K +37 +0.7%
HSA
145
HBK Sorce Advisory
Pennsylvania
$395K -$395K -5,200 -50%
Northern Trust
146
Northern Trust
Illinois
$393K -$34.2K -451 -8%
CF
147
Centaurus Financial
California
$393K -$96.8K -1,275 -20%
AIP
148
Ahrens Investment Partners
Louisiana
$390K -$271K -3,569 -41%
AWE
149
Avidian Wealth Enterprises
Texas
$381K -$18.3K -241 -5%
OC
150
Oakworth Capital
Alabama
$379K