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Invesco S&P 500 Pure Value ETF

207 hedge funds and large institutions have $884M invested in Invesco S&P 500 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $787M → $884M (+$96.6M)

6% more funds holding

Funds holding: 195207 (+12)

2.29% more ownership

Funds ownership: 57.43%59.71% (+2.3%)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
70
Reduced
56
Closed
17
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
4A
126
4Wealth Advisors
Illinois
$327K +$319K +3,163 New
DQRIM
127
Dale Q Rice Investment Management
Washington
$320K -$2.12K -21 -0.7%
VA
128
Valmark Advisers
Ohio
$314K -$80.7K -801 -21%
ASN
129
Advisory Services Network
Georgia
$312K -$25.4K -252 -8%
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$280K +$273K +2,710 New
IP
131
Ignite Planners
California
$276K +$259K +2,569 New
AF
132
Allworth Financial
California
$272K +$13.2K +131 +5%
DI
133
Diligent Investors
California
$267K +$504 +5 +0.2%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$263K -$705 -7 -0.3%
CAM
135
Cresset Asset Management
Illinois
$258K
SRC
136
Shufro Rose & Co
New York
$258K +$252K +2,500 New
HAS
137
HBW Advisory Services
California
$252K +$1.31K +13 +0.5%
PI
138
PFG Investments
New York
$250K +$201 +2 +0.1%
CIC
139
Chilton Investment Company
Connecticut
$246K +$240K +2,384 New
SFA
140
Sequoia Financial Advisors
Ohio
$240K +$9.07K +90 +4%
IFG
141
Independent Financial Group
California
$215K +$2.92K +29 +1%
DWA
142
Delos Wealth Advisors
Texas
$215K +$101 +1 +0%
ATC
143
Argent Trust Co
Tennessee
$214K
WS
144
Wedbush Securities
California
$212K -$403 -4 -0.2%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$191K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$170K +$164K +1,632 +13,600%
CFB
147
Cullen/Frost Bankers
Texas
$154K
CFP
148
Comprehensive Financial Planning
Pennsylvania
$151K +$604 +6 +0.4%
TRCT
149
Tower Research Capital (TRC)
New York
$142K -$986K -9,787 -88%
SAM
150
S.A. Mason
Michigan
$140K