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Invesco S&P 500 Pure Value ETF

234 hedge funds and large institutions have $2.55B invested in Invesco S&P 500 Pure Value ETF in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+24
Holders Change %
+11.43%
% of All Funds
3.78%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
43
Increased
83
Reduced
72
Closed
13
Calls
$195K
Puts
$23K
Net Calls
+$172K
Net Calls Change
-$833K
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
151
MTM Investment Management
South Carolina
$434K -$79.9K -1,025 -16%
PB
152
Pinnacle Bancorp
Nebraska
$425K +$388K +4,976 +1,059%
IC
153
IEQ Capital
California
$419K -$1.56M -19,980 -79%
AWE
154
Avidian Wealth Enterprises
Texas
$410K +$1.25K +16 +0.3%
PAG
155
Private Advisor Group
New Jersey
$409K -$16.8K -3,604 -4%
FWM
156
Fingerlakes Wealth Management
New York
$407K +$2.81K +36 +0.7%
WP
157
WealthSource Partners
California
$406K +$406K +5,208 New
OC
158
Oakworth Capital
Alabama
$390K
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$366K -$326K
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$363K -$5.46K -70 -1%
AAS
161
Avantax Advisory Services
Texas
$357K +$116K +1,485 +48%
Renaissance Technologies
162
Renaissance Technologies
New York
$343K -$585K -7,500 -63%
SB
163
Strategic Blueprint
Georgia
$339K +$63.6K +816 +23%
ASN
164
Advisory Services Network
Georgia
$331K +$71.4K +915 +27%
OPS
165
Orion Portfolio Solutions
Nebraska
$323K +$323K +4,141 New
AFO
166
Allie Family Office
Florida
$322K
BCI
167
Brinker Capital Investments
Pennsylvania
$312K
MWM
168
MinichMacGregor Wealth Management
New York
$312K -$37.8K -485 -11%
SOS
169
Silver Oak Securities
Tennessee
$311K +$311K +3,993 New
GRP
170
Global Retirement Partners
California
$309K
SL
171
Salomon & Ludwin
Virginia
$303K
WEG
172
World Equity Group
Illinois
$302K -$81.8K -1,049 -21%
RF
173
Resolute Financial
Massachusetts
$296K +$296K +3,790 New
SBIA
174
Sheaff Brock Investment Advisors
Indiana
$284K
WFAG
175
Worth Financial Advisory Group
North Carolina
$282K +$282K +3,614 New