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Invesco S&P 500 Pure Value ETF

207 hedge funds and large institutions have $884M invested in Invesco S&P 500 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $787M → $884M (+$96.6M)

6% more funds holding

Funds holding: 195207 (+12)

2.29% more ownership

Funds ownership: 57.43%59.71% (+2.3%)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
70
Reduced
56
Closed
17
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$165M +$20.3M +201,464 +14%
Bank of America
2
Bank of America
North Carolina
$133M -$553K -5,493 -0.4%
Principal Financial Group
3
Principal Financial Group
Iowa
$97.5M -$20.5M -203,000 -18%
ACM
4
Armbruster Capital Management
New York
$36.6M +$186K +1,842 +0.5%
AACR
5
ACR Alpine Capital Research
Missouri
$36.5M +$35.6M +352,994 New
SA
6
Strategic Advocates
Utah
$30M +$1.21M +12,037 +4%
UBS Group
7
UBS Group
Switzerland
$29.4M -$34.2K -339 -0.1%
LPL Financial
8
LPL Financial
California
$24.5M +$4.03K +40 +0%
MLM
9
Mount Lucas Management
Pennsylvania
$21.5M +$20.9M +207,662 New
FDDB
10
Fidelity D&D Bancorp
Pennsylvania
$18.6M +$8.85M +87,811 +96%
Truist Financial
11
Truist Financial
North Carolina
$14.3M +$218K +2,163 +2%
Invesco
12
Invesco
Georgia
$13.9M -$525K -5,208 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$12.4M -$304K -3,017 -2%
PFM
14
Peak Financial Management
Massachusetts
$10.7M +$10.1K +100 +0.1%
Wells Fargo
15
Wells Fargo
California
$10.4M +$847K +8,404 +9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$9.8M -$308K -3,057 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.97M +$1.43M +14,210 +20%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$8.69M -$202K -2,007 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.45M -$192K -1,906 -2%
MWM
20
MorganRosel Wealth Management
Colorado
$7.76M +$121K +1,200 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.31M +$1.47M +14,594 +26%
Raymond James Financial
22
Raymond James Financial
Florida
$6.84M +$24.7K +245 +0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.51M +$4.57M +45,374 +257%
RIL
24
Rothschild Investment LLC
Illinois
$6.45M -$243K -2,413 -4%
AWA
25
Arkadios Wealth Advisors
Georgia
$6.43M -$1.38M -13,739 -18%