We are live on ! Find out more
RPV icon

Invesco S&P 500 Pure Value ETF

119 hedge funds and large institutions have $489M invested in Invesco S&P 500 Pure Value ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 52.6%53.86% (+1.3%)

2% more capital invested

Capital invested by funds: $479M → $489M (+$9.36M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 120119 (-1)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
13
Increased
42
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.5M +$276K +4,296 +0.6%
ACM
2
Armbruster Capital Management
New York
$38.7M +$746K +11,638 +2%
UBS Group
3
UBS Group
Switzerland
$36.1M -$1.06M -16,488 -3%
RJA
4
Raymond James & Associates
Florida
$30.9M +$1.27M +19,871 +4%
CCM
5
Condor Capital Management
New Jersey
$28.1M +$1.1M +17,102 +4%
Bank of America
6
Bank of America
North Carolina
$23.9M -$1.32M -20,606 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$21.3M +$19.2M +299,946 +1,099%
HighTower Advisors
8
HighTower Advisors
Illinois
$19.8M +$917K +14,290 +5%
SWM
9
Shakespeare Wealth Management
Wisconsin
$14.3M +$711K +11,090 +5%
PAIM
10
Punch & Associates Investment Management
Minnesota
$13.7M +$142K +2,217 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.9M -$75.4K -1,175 -0.6%
PAS
12
Park Avenue Securities
New York
$11.9M -$84.8K -1,322 -0.7%
FAG
13
Financial Advisory Group
Texas
$11.5M +$314K +4,888 +3%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$10.9M -$141K -2,193 -1%
BCI
15
Brinker Capital Investments
Pennsylvania
$9.74M -$256K -3,993 -3%
CWM
16
Connecticut Wealth Management
Connecticut
$9.54M +$9.41M +146,738 New
FCA
17
FinTrust Capital Advisors
South Carolina
$9.39M -$110K -1,709 -1%
Wells Fargo
18
Wells Fargo
California
$8.8M +$51.5K +803 +0.6%
Ameriprise
19
Ameriprise
Minnesota
$8.76M +$1.08M +16,909 +14%
SIAS
20
Shine Investment Advisory Services
Colorado
$8.37M -$26.9K -420 -0.3%
LPL Financial
21
LPL Financial
California
$7.85M -$9.45M -147,289 -55%
Invesco
22
Invesco
Georgia
$5.81M +$5.17M +80,532 +911%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.6M -$142K -2,221 -3%
WDL
24
Well Done LLC
Michigan
$5.04M
TA
25
Tiedemann Advisors
New York
$4.87M +$59.2K +923 +1%

RPV Hedge Fund Activity: Q2 2019 in Review

119 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q2 2019, worth a combined $489M — up 2% from $479M a quarter earlier.

Fund positioning in RPV was balanced in Q2 2019: 13 funds opened new positions, 13 closed out, 42 added to existing stakes and 46 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $19.2M. The largest seller was Goldman Sachs, cutting an estimated $13.4M.

  • 119 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q2 2019, down from 120 in Q1 2019.
  • Funds reported $489M of Invesco S&P 500 Pure Value ETF stock for Q2 2019, up 2% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Pure Value ETF positions in Q2 2019 and 13 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q2 2019 was Fidelity Investments, an estimated $19.2M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q2 2019 was Goldman Sachs, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2019.