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Invesco S&P 500 Pure Value ETF

228 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, 81 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more capital invested

Capital invested by funds: $884M → $1B (+$121M)

10% more funds holding

Funds holding: 207228 (+21)

0.32% more ownership

Funds ownership: 59.71%60.04% (+0.32%)

Holders
228
Holders Change
+21
Holders Change %
+10.14%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
45
Increased
81
Reduced
55
Closed
20
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Cresset Asset Management
Illinois
$268K
SRC
152
Shufro Rose & Co
New York
$268K
HAS
153
HBW Advisory Services
California
$264K +$1.63K +15 +0.6%
PI
154
PFG Investments
New York
$260K -$217 -2 -0.1%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$255K -$18.6K -171 -7%
BCI
156
Brinker Capital Investments
Pennsylvania
$243K -$427K -3,931 -63%
Goldman Sachs
157
Goldman Sachs
New York
$242K +$244K +2,249 New
DI
158
Diligent Investors
California
$240K -$37.8K -348 -13%
SFA
159
Sequoia Financial Advisors
Ohio
$240K -$9.24K -85 -4%
IFG
160
Independent Financial Group
California
$224K +$326 +3 +0.1%
DWA
161
Delos Wealth Advisors
Texas
$223K
ATC
162
Argent Trust Co
Tennessee
$222K
SWM
163
Steinberganna Wealth Management
New York
$216K +$218K +2,010 New
WS
164
Wedbush Securities
California
$215K -$5.43K -50 -2%
DWM
165
Diversify Wealth Management
Utah
$214K +$211K +1,945 New
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$208K +$210K +1,937 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$199K
CFB
168
Cullen/Frost Bankers
Texas
$160K
CFP
169
Comprehensive Financial Planning
Pennsylvania
$157K +$652 +6 +0.4%
SAM
170
S.A. Mason
Michigan
$146K
AAP
171
Arax Advisory Partners
Colorado
$143K +$869 +8 +0.6%
SPIA
172
Steward Partners Investment Advisory
New York
$137K +$109 +1 +0.1%
William Blair & Company
173
William Blair & Company
Illinois
$127K
SIS
174
Sound Income Strategies
Florida
$125K +$4.78K +44 +4%
AWM
175
AE Wealth Management
Kansas
$112K -$13.7K -126 -11%

RPV Hedge Fund Activity: Q1 2026 in Review

228 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q1 2026, worth a combined $1B — up 14% from $884M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RPV positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $77M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $36.5M sold.

  • 228 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $1B of Invesco S&P 500 Pure Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 Pure Value ETF positions in Q1 2026 and 20 closed out, a net change of +25 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q1 2026 was AssetMark Inc, an estimated $77M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q1 2026 was ACR Alpine Capital Research, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2026.