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Invesco S&P 500 Pure Value ETF

202 hedge funds and large institutions have $778M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
70
Reduced
61
Closed
16
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
MGB Wealth Management
Texas
$106K -$58.6K -626 -36%
BCM
152
Birch Capital Management
Texas
$93.8K
BLC
153
Brown, Lisle/Cummings
Rhode Island
$86.7K
WCAMG
154
Woodard & Company Asset Management Group
North Carolina
$83.9K -$5.16K -55 -6%
AWM
155
AE Wealth Management
Kansas
$76.3K +$3.75K +40 +5%
SFC
156
SYM Financial Corp
Indiana
$67.1K +$67.1K +716 New
GRP
157
Global Retirement Partners
California
$61.6K +$61.6K +657 New
SL
158
Salomon & Ludwin
Virginia
$61.2K
NRC
159
New Republic Capital
North Carolina
$58.3K -$35.5K -379 -38%
AT
160
Arlington Trust
Alabama
$49.7K
SC
161
SouthState Corp
Florida
$49.7K
MCM
162
MAI Capital Management
Ohio
$46.9K
CNBTD
163
Citizens National Bank Trust Department
Mississippi
$45.9K
IA
164
IFP Advisors
Florida
$44.2K -$18.5K -197 -29%
PS
165
Principal Securities
Iowa
$40.4K -$5.06K -54 -11%
NS
166
NBC Securities
Alabama
$40K
AG
167
AmeriFlex Group
Nevada
$37.6K -$5.96K -64 -14%
Barclays
168
Barclays
United Kingdom
$31K
GWM
169
Geneos Wealth Management
Colorado
$28.1K -$28.1K -300 -50%
EWA
170
EverSource Wealth Advisors
Alabama
$28.1K
MIM
171
MTM Investment Management
South Carolina
$25.8K
AssetMark Inc
172
AssetMark Inc
California
$25.2K -$391K -4,175 -94%
CBT
173
Crews Bank & Trust
Florida
$23.4K
GG
174
Gleason Group
Kentucky
$22.9K +$187 +2 +0.8%
FWP
175
FAS Wealth Partners
Kansas
$22K +$94 +1 +0.4%