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Invesco S&P 500 Pure Value ETF

227 hedge funds and large institutions have $1B invested in Invesco S&P 500 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$548K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Berger Financial Group
Minnesota
$424K
AG
127
Ascent Group
Virginia
$422K
RIA
128
Regal Investment Advisors
Michigan
$411K
CIC
129
Chilton Investment Company
Connecticut
$393K
BAG
130
Bridgewealth Advisory Group
California
$391K
MWM
131
Moulton Wealth Management
Washington
$391K
AWM
132
Apollon Wealth Management
South Carolina
$387K
TAM
133
Tocqueville Asset Management
New York
$380K
MG
134
Mather Group
Illinois
$364K
OC
135
Oakworth Capital
Alabama
$363K
PS
136
Planned Solutions
California
$361K
WA
137
Waystone Advisors
Washington
$359K
CAM
138
Clark Asset Management
New Hampshire
$353K
PTC
139
Private Trust Company
Ohio
$352K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$348K
PCMC
141
Paragon Capital Management (Colorado)
Colorado
$342K
JSA
142
Jim Saulnier & Associates
Colorado
$342K
DQRIM
143
Dale Q Rice Investment Management
Washington
$332K
VA
144
Valmark Advisers
Ohio
$321K
RFP
145
RCS Financial Planning
Maryland
$305K
ASN
146
Advisory Services Network
Georgia
$296K
MCM
147
Mainstay Capital Management
Michigan
$293K
AF
148
Allworth Financial
California
$286K
IP
149
Ignite Planners
California
$271K
SRC
150
Shufro Rose & Co
New York
$268K