RPV icon

Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $761M invested in Invesco S&P 500 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
61
Reduced
74
Closed
24
Calls
$619K
Puts
Net Calls
+$619K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
126
Private Trust Company
Ohio
$295K -$133K -1,440 -31%
ASN
127
Advisory Services Network
Georgia
$293K -$22.1K -239 -7%
JSA
128
Jim Saulnier & Associates
Colorado
$287K +$2.12K +23 +0.7%
GLA
129
Good Life Advisors
Pennsylvania
$260K +$185 +2 +0.1%
P
130
&Partners
Tennessee
$258K -$3.45K -38 -1%
CAM
131
Clark Asset Management
New Hampshire
$249K +$1.85K +20 +0.7%
DI
132
Diligent Investors
California
$237K +$554 +6 +0.2%
CAM
133
Cresset Asset Management
Illinois
$231K +$231K +2,500 New
VR
134
Valued Retirements
Texas
$228K +$228K +2,468 New
PFS
135
Prospera Financial Services
Texas
$226K -$21.4K -232 -9%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$224K -$6.93K -75 -3%
HAS
137
HBW Advisory Services
California
$223K +$1.66K +18 +0.8%
AF
138
Allworth Financial
California
$221K
WS
139
Wedbush Securities
California
$219K +$6.93K +75 +3%
SCM
140
Saxony Capital Management
Missouri
$213K -$14K -152 -6%
SFA
141
Sequoia Financial Advisors
Ohio
$206K +$92 +1 +0%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$190K -$462 -5 -0.2%
William Blair & Company
143
William Blair & Company
Illinois
$180K +$2.96K +32 +2%
MWM
144
MGB Wealth Management
Texas
$161K -$457 -5 -0.3%
CFB
145
Cullen/Frost Bankers
Texas
$138K
CFP
146
Comprehensive Financial Planning
Pennsylvania
$133K +$647 +7 +0.5%
SAM
147
S.A. Mason
Michigan
$125K
AAP
148
Arax Advisory Partners
Colorado
$122K
SPIA
149
Steward Partners Investment Advisory
New York
$120K -$3.97K -43 -3%
NRC
150
New Republic Capital
North Carolina
$92.4K