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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
CNBTD
176
Citizens National Bank Trust Department
Mississippi
$30K
MIM
177
MTM Investment Management
South Carolina
$28.4K
CBT
178
Crews Bank & Trust
Florida
$25.8K
GG
179
Gleason Group
Kentucky
$25.5K +$101 +1 +0.4%
FWP
180
FAS Wealth Partners
Kansas
$24.6K +$101 +1 +0.4%
WP
181
WealthShield Partners
North Carolina
$23.3K
KG
182
Kilter Group
New York
$22K
CPG
183
Cornerstone Planning Group
New Jersey
$20.7K +$19.6K +195 New
MFT
184
Moisand Fitzgerald Tamayo
Florida
$16.4K
VCM
185
Versant Capital Management
Arizona
$15.8K +$101 +1 +0.7%
LAS
186
Lloyd Advisory Services
Georgia
$15.8K +$15.4K +153 New
GT
187
Glenmede Trust
Pennsylvania
$15.5K +$15.1K +150 New
PA
188
Parallel Advisors
California
$13.5K +$13.2K +131 New
CIA
189
Cape Investment Advisory
Georgia
$12.7K
FHC
190
First Horizon Corporation
Tennessee
$12.4K
KFI
191
Key Financial Inc
Pennsylvania
$12.2K
SAM
192
Smartleaf Asset Management
Massachusetts
$11.3K +$11K +109 New
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$11K +$10.6K +105 +10,500%
GWS
194
Glassman Wealth Services
Virginia
$10.4K
NS
195
NBC Securities
Alabama
$10.3K -$33.2K -330 -77%
SWM
196
Spire Wealth Management
Virginia
$9.73K
EPG
197
Estate Planners Group
Pennsylvania
$8.34K +$8.16K +81 New
RDFA
198
Ritter Daniher Financial Advisory
Ohio
$7.75K +$7.56K +75 New
RCM
199
Richardson Capital Management
Wisconsin
$7.24K
BlackRock
200
BlackRock
New York
$6.92K