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Invesco S&P 500 Pure Value ETF

211 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Pure Value ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.49% less ownership

Funds ownership: 72.14%68.65% (-3.5%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

14% less funds holding

Funds holding: 244211 (-33)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$455M)

70% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 44

Holders
211
Holders Change
-33
Holders Change %
-13.52%
% of All Funds
3.63%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.34%
New
13
Increased
71
Reduced
83
Closed
44
Calls
$1M
Puts
Net Calls
+$1M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$433M -$25.3M -328,981 -5%
Bank of America
2
Bank of America
North Carolina
$199M -$4.9M -63,761 -2%
BL
3
Balentine LLC
Georgia
$192M -$110M -1,427,517 -34%
RC
4
RegentAtlantic Capital
New Jersey
$102M +$5.99M +77,899 +6%
UBS Group
5
UBS Group
Switzerland
$84.9M -$2.05M -26,611 -2%
Truist Financial
6
Truist Financial
North Carolina
$74.5M -$23.1M -300,844 -22%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$70.6M +$21.1M +273,862 +37%
HighTower Advisors
8
HighTower Advisors
Illinois
$60.6M -$6.52M -84,755 -9%
Invesco
9
Invesco
Georgia
$51.4M -$322K -4,193 -0.6%
Wells Fargo
10
Wells Fargo
California
$44.7M -$2.01M -26,192 -4%
AI
11
AdvisorShares Investments
Maryland
$41.3M +$3.76M +48,919 +9%
LPL Financial
12
LPL Financial
California
$39.9M -$60.9M -791,554 -58%
OCM
13
One Capital Management
California
$36.7M -$4.14M -53,793 -9%
MTWSIF
14
Mivtachim The Workers Social Insurance Fund
Israel
$32.4M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$32M -$9.77M -127,085 -22%
ACM
16
Armbruster Capital Management
New York
$29.3M -$850K -11,051 -3%
Ameriprise
17
Ameriprise
Minnesota
$27.6M -$1.9M -24,664 -6%
MLM
18
Mount Lucas Management
Pennsylvania
$24.3M +$2.6M +33,776 +11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$22.5M -$3.57M -46,411 -13%
MCC
20
Money Concepts Capital
Florida
$20.3M +$2.29M +29,735 +11%
KWM
21
Keebeck Wealth Management
Illinois
$19.7M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$19.5M -$1.48M -19,284 -6%
LMIM
23
Lockheed Martin Investment Management
Maryland
$14.4M
RJA
24
Raymond James & Associates
Florida
$12.8M -$2.54M -33,030 -15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.6M +$1.66M +21,536 +14%

RPV Hedge Fund Activity: Q3 2022 in Review

211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q3 2022, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of RPV and 13 opened new positions — a net loss of 31 holders — while 83 trimmed existing stakes and 71 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $21.1M. The largest seller was Balentine LLC, cutting an estimated $110M.

  • 211 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q3 2022, down from 244 in Q2 2022.
  • Funds reported $2.05B of Invesco S&P 500 Pure Value ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Pure Value ETF positions in Q3 2022 and 44 closed out, a net change of -31 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $21.1M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q3 2022 was Balentine LLC, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2022.