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Invesco S&P 500 Pure Value ETF

264 hedge funds and large institutions have $2.78B invested in Invesco S&P 500 Pure Value ETF in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 16

233% more call options, than puts

Call options by funds: $857K | Put options by funds: $257K

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

36% more funds holding

Funds holding: 194264 (+70)

28% more capital invested

Capital invested by funds: $2.17B → $2.78B (+$614M)

5.19% less ownership

Funds ownership: 77.51%72.32% (-5.2%)

Holders
264
Holders Change
+70
Holders Change %
+36.08%
% of All Funds
4.16%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.36%
New
89
Increased
82
Reduced
54
Closed
16
Calls
$857K
Puts
$257K
Net Calls
+$600K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$528M +$142M +1,698,935 +38%
BL
2
Balentine LLC
Georgia
$410M -$23.8M -284,149 -6%
Bank of America
3
Bank of America
North Carolina
$187M +$45.4M +542,841 +33%
Truist Financial
4
Truist Financial
North Carolina
$132M -$203M -2,428,999 -61%
LPL Financial
5
LPL Financial
California
$95.5M +$27.8M +333,052 +43%
UBS Group
6
UBS Group
Switzerland
$95.4M +$29.3M +350,201 +46%
RC
7
RegentAtlantic Capital
New Jersey
$76.2M +$74.4M +889,822 New
HighTower Advisors
8
HighTower Advisors
Illinois
$72.7M -$3.27M -39,103 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$66.4M +$56.7M +678,504 +702%
Invesco
10
Invesco
Georgia
$54.8M -$8.57M -102,494 -14%
AI
11
AdvisorShares Investments
Maryland
$52.7M +$51.5M +615,794 New
OCM
12
One Capital Management
California
$47.9M +$46.8M +559,313 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$47.8M +$37.5M +448,884 +413%
Wells Fargo
14
Wells Fargo
California
$47.1M +$21M +251,732 +85%
Osaic Holdings
15
Osaic Holdings
Arizona
$44.4M +$37M +442,780 +582%
GAG
16
Goodman Advisory Group
Massachusetts
$43.5M +$30.7M +367,463 +261%
MTWSIF
17
Mivtachim The Workers Social Insurance Fund
Israel
$39.7M
ACM
18
Armbruster Capital Management
New York
$33.7M +$2.18M +26,033 +7%
FAG
19
Financial Advisory Group
Texas
$30M -$2.51K -30 -0%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$28.8M -$96.8M -1,157,664 -77%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$28.3M +$1.42M +16,991 +5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$24.9M +$24.3M +290,265 New
KWM
23
Keebeck Wealth Management
Illinois
$24.2M
MCC
24
Money Concepts Capital
Florida
$21.4M +$1.63M +19,479 +8%
PPA
25
Parametric Portfolio Associates
Washington
$20.6M +$20.1M +240,833 New

RPV Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q1 2022, worth a combined $2.78B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new RPV positions and 16 closed out — a net gain of 73 holders — while 82 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $142M. The largest seller was Truist Financial, cutting an estimated $203M.

  • 264 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $2.78B of Invesco S&P 500 Pure Value ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 89 funds opened new Invesco S&P 500 Pure Value ETF positions in Q1 2022 and 16 closed out, a net change of +73 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q1 2022 was Morgan Stanley, an estimated $142M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q1 2022 was Truist Financial, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2022.