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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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$5.79K
PAG
202
Paladin Advisory Group
Iowa
$5.27K
BWL
203
Bogart Wealth LLC
Virginia
$4.96K
WWMSC
204
Wagner Wealth Management (South Carolina)
South Carolina
$4.72K +$101 +1 +2%
NA
205
NewEdge Advisors
Louisiana
$3.41K
HI
206
Harbour Investments
Wisconsin
$1.14K
NEWAS
207
N.E.W. Advisory Services
Wisconsin
$620
AA
208
Addison Advisors
Vermont
$565
Goldman Sachs
209
Goldman Sachs
New York
-$19.7M -198,563 Closed
SFC
210
Strategic Financial Concepts
Texas
-$1.29M -13,002 Closed
Baird Financial Group
211
Baird Financial Group
Wisconsin
-$850K -8,552 Closed
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
-$525K -5,285 Closed
EWA
213
Exit Wealth Advisors
Georgia
-$224K -2,254 Closed
HF
214
HRT Financial
New York
-$206K -2,076 Closed
NRC
215
New Republic Capital
North Carolina
-$61.8K -622 Closed
WANY
216
Wealthspire Advisors (New York)
New York
-$51.8K -521 Closed
PS
217
Principal Securities
Iowa
-$40.2K -405 Closed
T2I
218
Turim 21 Investimentos
Brazil
-$52.2K -375 Closed
Optiver Holding
219
Optiver Holding
Netherlands
-$36.6K -368 Closed
Barclays
220
Barclays
United Kingdom
-$32.8K -330 Closed
SIC
221
Salem Investment Counselors
North Carolina
-$16K -161 Closed
FFA
222
Founders Financial Alliance
North Carolina
-$14.3K -144 Closed
AAS
223
Ameritas Advisory Services
Nebraska
-$9.74K -98 Closed
BTI
224
Blue Trust Inc
Georgia
-$2.48K -25 Closed
US Bancorp
225
US Bancorp
Minnesota
-$1.59K -16 Closed