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Invesco S&P 500 Pure Value ETF

224 hedge funds and large institutions have $2.04B invested in Invesco S&P 500 Pure Value ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-10
Holders Change %
-4.27%
% of All Funds
3.59%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
27
Increased
76
Reduced
81
Closed
32
Calls
$167K
Puts
$61K
Net Calls
+$106K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
176
World Equity Group
Illinois
$229K +$146K +6,884 +178%
DI
177
Diligent Investors
California
$224K +$531 +7 +0.2%
PI
178
PFG Investments
New York
$220K +$220K +2,900 New
LFPWM
179
Leicht Financial Planning & Wealth Management
New Jersey
$207K -$30.1K -397 -13%
IA
180
IFP Advisors
Florida
$205K -$2.58M -38,732 -93%
RIA
181
Realta Investment Advisors
Delaware
$204K +$204K +2,685 New
WJA
182
Willis Johnson & Associates
Texas
$203K -$36.1K -476 -15%
AF
183
Allworth Financial
California
$188K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$183K +$76 +1 +0%
HNB
185
Huntington National Bank
Ohio
$152K -$156K
CFB
186
Cullen/Frost Bankers
Texas
$118K
SAM
187
S.A. Mason
Michigan
$114K
WCAMG
188
Woodard & Company Asset Management Group
North Carolina
$113K -$794K -10,463 -88%
PTC
189
Private Trust Company
Ohio
$109K
SC
190
SouthState Corp
Florida
$96.4K -$4.55K -60 -5%
US Bancorp
191
US Bancorp
Minnesota
$75.2K
BLC
192
Brown, Lisle/Cummings
Rhode Island
$70.2K
NRC
193
New Republic Capital
North Carolina
$66.6K +$66.6K +877 New
HGERS
194
Householder Group Estate & Retirement Specialist
Arizona
$63K +$63K +827 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$43.1K +$9.11K +120 +27%
CNBTD
196
Citizens National Bank Trust Department
Mississippi
$40.6K +$35.7K +470 +723%
SSB
197
Sandy Spring Bank
Maryland
$36K
TAIM
198
TD Ameritrade Investment Management
Nebraska
$35K -$11.1K -146 -24%
ST
199
Sageworth Trust
Pennsylvania
$32.9K +$32.9K +433 New
DWMG
200
DB Wealth Management Group
California
$28.8K