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Invesco S&P 500 Pure Value ETF

195 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $778M → $787M (+$8.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 57.69%57.43% (-0.26%)

4% less funds holding

Funds holding: 203195 (-8)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
53
Reduced
65
Closed
20
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
126
HBW Advisory Services
California
$241K +$192 +2 +0.1%
PI
127
PFG Investments
New York
$241K
SCM
128
Saxony Capital Management
Missouri
$225K
EWA
129
Exit Wealth Advisors
Georgia
$224K +$216K +2,254 New
SFA
130
Sequoia Financial Advisors
Ohio
$222K
DWA
131
Delos Wealth Advisors
Texas
$206K
HF
132
HRT Financial
New York
$206K -$504K -5,260 -72%
ATC
133
Argent Trust Co
Tennessee
$206K +$198K +2,068 New
IFG
134
Independent Financial Group
California
$204K +$197K +2,055 New
WS
135
Wedbush Securities
California
$204K +$197K +2,057 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$184K -$19.7K -206 -10%
William Blair & Company
137
William Blair & Company
Illinois
$167K -$2.2K -23 -1%
CFB
138
Cullen/Frost Bankers
Texas
$148K
CFP
139
Comprehensive Financial Planning
Pennsylvania
$144K +$862 +9 +0.6%
SAM
140
S.A. Mason
Michigan
$135K
SPIA
141
Steward Partners Investment Advisory
New York
$130K +$96 +1 +0.1%
MWM
142
MGB Wealth Management
Texas
$112K
BCM
143
Birch Capital Management
Texas
$99.4K
BLC
144
Brown, Lisle/Cummings
Rhode Island
$91.9K
WCAMG
145
Woodard & Company Asset Management Group
North Carolina
$88.9K
AWM
146
AE Wealth Management
Kansas
$76.9K -$3.83K -40 -5%
JHCP
147
Jackson Hole Capital Partners
Oklahoma
$76.5K +$73.7K +770 New
SFC
148
SYM Financial Corp
Indiana
$71.2K
GRP
149
Global Retirement Partners
California
$65.3K
SL
150
Salomon & Ludwin
Virginia
$64.9K