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Invesco S&P 500 Pure Value ETF
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Overview Fund Activity

203 hedge funds and large institutions have $1.42B invested in Invesco S&P 500 Pure Value ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
67
Reduced
65
Closed
28
Calls
$774K
Puts
–
Net Calls
+$774K
Net Calls Change
+$615K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$101M
2
AACR
ACR Alpine Capital Research
Missouri
+$7.03M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.82M
4
KWM
Kingsview Wealth Management
Oregon
+$3.19M
5
SOS
Silver Oak Securities
Tennessee
+$1.61M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$60.8M
2
Bank of America
Bank of America
North Carolina
-$17.5M
3
Invesco
Invesco
Georgia
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$11M
5
MLM
Mount Lucas Management
Pennsylvania
-$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
176
FAS Wealth Partners
Kansas
$20.5K +$178 +2 +0.9%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$18.7K – – –
HR
178
Howe & Rusling
New York
$17.7K +$17.7K +199 New
SWC
179
Spectrum Wealth Counsel
Indiana
$14.9K – – –
SIC
180
Salem Investment Counselors
North Carolina
$14.3K -$5.16K -58 -26%
MFT
181
Moisand Fitzgerald Tamayo
Florida
$14.1K +$14.1K +159 New
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$14K -$13.1K -150 -48%
IRC
183
Investors Research Corp
Georgia
$13.9K – – –
VCM
184
Versant Capital Management
Arizona
$13.2K – – –
FFA
185
Founders Financial Alliance
North Carolina
$12.6K +$89 +1 +0.7%
CIA
186
Cape Investment Advisory
Georgia
$10.9K – – –
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$10.7K – – –
FHA
188
First Horizon Advisors
Tennessee
$10.7K – – –
Simplex Trading
189
Simplex Trading
Illinois
$9K +$9K +109 New
GWS
190
Glassman Wealth Services
Virginia
$8.98K – – –
SWM
191
Spire Wealth Management
Virginia
$8.11K – – –
HBW
192
Hazlett, Burt & Watson
West Virginia
$8K -$4.36K -49 -35%
CIAS
193
CBIZ Investment Advisory Services
Ohio
$7.56K – – –
KWAG
194
Kiely Wealth Advisory Group
North Carolina
$6.88K – – –
CAS
195
Coppell Advisory Solutions
Texas
$6.76K – – –
FFA
196
Farther Finance Advisors
California
$4.67K – – –
BWL
197
Bogart Wealth LLC
Virginia
$4.27K – – –
WWM
198
Wagner Wealth Management
South Carolina
$3.94K – – –
JIP
199
Jaffetilchin Investment Partners
Florida
$3.91K +$3.91K +44 New
NA
200
NewEdge Advisors
Louisiana
$2.93K – – –
6 7
8
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