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Invesco S&P 500 Pure Value ETF

194 hedge funds and large institutions have $787M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Cape Investment Advisory
Georgia
$12.2K
FHC
177
First Horizon Corporation
Tennessee
$11.9K
KFI
178
Key Financial Inc
Pennsylvania
$11.7K
GWS
179
Glassman Wealth Services
Virginia
$10K
AAS
180
Ameritas Advisory Services
Nebraska
$9.74K
SWM
181
Spire Wealth Management
Virginia
$9.31K
RCM
182
Richardson Capital Management
Wisconsin
$6.96K
BlackRock
183
BlackRock
New York
$6.66K
Russell Investments Group
184
Russell Investments Group
United Kingdom
$5.57K
PAG
185
Paladin Advisory Group
Iowa
$5.07K
BWL
186
Bogart Wealth LLC
Virginia
$4.77K
WWMSC
187
Wagner Wealth Management (South Carolina)
South Carolina
$4.52K
NA
188
NewEdge Advisors
Louisiana
$3.28K
BTI
189
Blue Trust Inc
Georgia
$2.48K
US Bancorp
190
US Bancorp
Minnesota
$1.59K
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$1.19K
HI
192
Harbour Investments
Wisconsin
$1.09K
NEWAS
193
N.E.W. Advisory Services
Wisconsin
$596
AA
194
Addison Advisors
Vermont
$541
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$99
KWM
196
Kingsview Wealth Management
Oregon
CW
197
CreativeOne Wealth
Kansas
EE
198
EWG Elevate
California
AACR
199
ACR Alpine Capital Research
Missouri
Citadel Advisors
200
Citadel Advisors
Florida