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Invesco S&P 500 Pure Value ETF

210 hedge funds and large institutions have $1.3B invested in Invesco S&P 500 Pure Value ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $826K | Put options by funds: $667K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.91% more ownership

Funds ownership: 67.64%69.55% (+1.9%)

0% more funds holding

Funds holding: 210210 (0)

11% less capital invested

Capital invested by funds: $1.46B → $1.3B (-$158M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

33% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 84

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
56
Reduced
84
Closed
15
Calls
$826K
Puts
$667K
Net Calls
+$159K
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$498M -$6.33M -74,662 -1%
Bank of America
2
Bank of America
North Carolina
$154M -$20.4M -241,035 -12%
Morgan Stanley
3
Morgan Stanley
New York
$142M -$9.34M -110,160 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$106M +$6.25M +73,717 +6%
ACM
5
Armbruster Capital Management
New York
$31.9M +$119K +1,404 +0.4%
UBS Group
6
UBS Group
Switzerland
$27.4M -$1.45M -17,089 -5%
Truist Financial
7
Truist Financial
North Carolina
$23.8M -$1.02M -12,082 -4%
SA
8
Strategic Advocates
Utah
$19.1M +$1.85M +21,874 +11%
LPL Financial
9
LPL Financial
California
$17.8M +$595K +7,021 +3%
FEG
10
Financial Enhancement Group
Indiana
$13.2M -$211K -2,493 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.8M -$1.42M -16,764 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.6M +$320K +3,779 +3%
Ameriprise
13
Ameriprise
Minnesota
$10.5M -$286K -3,370 -3%
Wells Fargo
14
Wells Fargo
California
$10.4M -$584K -6,887 -5%
AWA
15
Arkadios Wealth Advisors
Georgia
$9.01M +$461K +5,440 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$8.77M +$295K +3,477 +3%
PFM
17
Peak Financial Management
Massachusetts
$8.4M -$3.14K -37 -0%
WA
18
WP Advisors
California
$7.92M -$553K -6,521 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.87M -$12.4M -146,421 -61%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.96M -$99.7K -1,176 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.96M +$86.3K +1,018 +1%
RIL
22
Rothschild Investment LLC
Illinois
$5.84M -$238K -2,804 -4%
MLM
23
Mount Lucas Management
Pennsylvania
$5.76M -$13M -153,040 -69%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$5.41M +$143K +1,689 +3%
FCA
25
FinTrust Capital Advisors
South Carolina
$4.86M -$431K -5,083 -8%

RPV Hedge Fund Activity: Q2 2024 in Review

210 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q2 2024, worth a combined $1.3B — down 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RPV positions and 15 closed out — a net gain of 2 holders — while 56 added to existing stakes and 84 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $58.2M. The largest seller was Bank of America, cutting an estimated $20.4M.

  • 210 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.3B of Invesco S&P 500 Pure Value ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Pure Value ETF positions in Q2 2024 and 15 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Pure Value ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $58.2M added.
  • The largest Invesco S&P 500 Pure Value ETF seller in Q2 2024 was Bank of America, an estimated $20.4M sold.

Based on aggregated 13F filings for Q2 2024.