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Invesco S&P 500 Pure Value ETF

117 hedge funds and large institutions have $662M invested in Invesco S&P 500 Pure Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
32
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$203M +$142M +2,315,923 +234%
Bank of America
2
Bank of America
North Carolina
$102M +$61.3M +998,118 +150%
Invesco
3
Invesco
Georgia
$37M -$5.27M -85,779 -12%
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$32.3M +$32.3M +525,000 New
UBS Group
5
UBS Group
Switzerland
$27.7M -$4.63M -75,255 -14%
HighTower Advisors
6
HighTower Advisors
Illinois
$24.7M +$2.15M +34,919 +10%
ACM
7
Armbruster Capital Management
New York
$24.6M +$161K +2,617 +0.7%
FAG
8
Financial Advisory Group
Texas
$23.6M +$4.61M +74,949 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.5M +$2.03M +32,979 +15%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$12.9M -$281K -4,571 -2%
PAS
11
Park Avenue Securities
New York
$11.8M -$423K -6,880 -3%
BCI
12
Brinker Capital Investments
Pennsylvania
$10.1M -$2.4M -39,043 -19%
LPL Financial
13
LPL Financial
California
$9.94M +$6.26M +101,893 +171%
FEG
14
Financial Enhancement Group
Indiana
$9.2M -$276K -4,498 -3%
FCA
15
FinTrust Capital Advisors
South Carolina
$8.06M -$737K -11,991 -8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.63M -$292K -4,744 -4%
WA
17
WP Advisors
California
$6.02M +$2.46M +40,072 +69%
Wells Fargo
18
Wells Fargo
California
$4.92M +$1.42M +23,085 +40%
GEM
19
Global Endowment Management
North Carolina
$4.3M
MWM
20
Merriman Wealth Management
Washington
$4.24M +$4.24M +69,000 New
Citadel Advisors
21
Citadel Advisors
Florida
$4.18M +$2.56M +41,647 +158%
BWM
22
BigSur Wealth Management
Florida
$3.75M
FFG
23
Ford Financial Group
California
$3.65M +$3.65M +59,353 New
CCFM
24
Clear Creek Financial Management
Washington
$3.63M +$3.63M +59,020 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.44M +$1.13M +18,451 +49%