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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
AAP
151
Arax Advisory Partners
Colorado
$136K +$133K +1,320 New
SPIA
152
Steward Partners Investment Advisory
New York
$132K -$3.12K -31 -2%
William Blair & Company
153
William Blair & Company
Illinois
$122K -$50.4K -500 -30%
AWM
154
AE Wealth Management
Kansas
$121K +$40.1K +398 +51%
SIS
155
Sound Income Strategies
Florida
$120K +$113K +1,120 New
BCM
156
Birch Capital Management
Texas
$103K
SFC
157
SYM Financial Corp
Indiana
$96.4K +$21.9K +217 +30%
BLC
158
Brown, Lisle/Cummings
Rhode Island
$95.6K
WCAMG
159
Woodard & Company Asset Management Group
North Carolina
$92.5K
IAIM
160
International Assets Investment Management
Florida
$88.3K +$86K +854 New
JHCP
161
Jackson Hole Capital Partners
Oklahoma
$79.6K
LFG
162
Larson Financial Group
Missouri
$76.5K +$74.6K +740 New
MWM
163
MGB Wealth Management
Texas
$71.4K -$44.2K -439 -39%
SL
164
Salomon & Ludwin
Virginia
$68.3K
GRP
165
Global Retirement Partners
California
$67.9K
IA
166
IFP Advisors
Florida
$64.2K
AT
167
Arlington Trust
Alabama
$54.8K
MCM
168
MAI Capital Management
Ohio
$51.7K
UBS AM
169
UBS AM
Illinois
$44.2K +$43.1K +428 New
AssetMark Inc
170
AssetMark Inc
California
$43.2K +$12.6K +125 +43%
SC
171
SouthState Corp
Florida
$42.4K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$38.3K -$19.7K -196 -35%
EWA
173
EverSource Wealth Advisors
Alabama
$31K
GWM
174
Geneos Wealth Management
Colorado
$31K
IIM
175
IFC & Insurance Marketing
California
$31K +$30.3K +301 New