Invesco S&P 500 Pure Value ETF
208 hedge funds and large institutions have $1.42B invested in Invesco S&P 500 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 23 closing their positions.
975% more call options, than puts
Call options by funds: $677K | Put options by funds: $63K
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2.49% more ownership
Funds ownership: 68.61% → 71.1% (+2.5%)
2% more funds holding
Funds holding: 203 → 208 (+5)
0% more capital invested
Capital invested by funds: $1.42B → $1.42B (+$3.5M)
19% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$25.1M |
| 2 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$12.9M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.01M |
| 4 |
Bank of New York Mellon
New York
|
+$3.39M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$31.2M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$12.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 4 |
PS
Planned Solutions
Folsom,
California
|
-$3.58M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.19M |
RPV Hedge Fund Activity: Q4 2024 in Review
208 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q4 2024, worth a combined $1.42B — up 0.25% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RPV positions and 23 closed out — a net gain of 10 holders — while 58 added to existing stakes and 72 trimmed.
The largest buyer was Mount Lucas Management, opening a new position worth an estimated $25.1M. The largest seller was Invesco, cutting an estimated $31.2M.
- 208 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $1.42B of Invesco S&P 500 Pure Value ETF stock for Q4 2024, up 0.25% quarter-over-quarter.
- 33 funds opened new Invesco S&P 500 Pure Value ETF positions in Q4 2024 and 23 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Pure Value ETF buyer in Q4 2024 was Mount Lucas Management, an estimated $25.1M added.
- The largest Invesco S&P 500 Pure Value ETF seller in Q4 2024 was Invesco, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2024.