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Invesco S&P SmallCap 600 Pure Value ETF

65 hedge funds and large institutions have $113M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $107M → $113M (+$5.46M)

0% more funds holding

Funds holding: 6565 (0)

0.84% less ownership

Funds ownership: 47.83%46.99% (-0.84%)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
26
Fifth Third Securities
Ohio
$750K +$41.8K +327 +6%
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$730K +$14.1K +110 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$687K -$1.02K -8 -0.1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$680K +$699K +5,465 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$632K +$38.9K +304 +6%
Creative Planning
31
Creative Planning
Kansas
$545K +$1.79K +14 +0.3%
Wells Fargo
32
Wells Fargo
California
$523K +$128 +1 +0%
TPWM
33
Twelve Points Wealth Management
Massachusetts
$476K -$512 -4 -0.1%
IA
34
IFP Advisors
Florida
$438K
FFN
35
Focus Financial Network
Minnesota
$398K +$141K +1,104 +53%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$354K
PAG
37
Private Advisory Group
Washington
$337K
Goldman Sachs
38
Goldman Sachs
New York
$328K -$2.15M -16,807 -86%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$306K
WAM
40
Worth Asset Management
Texas
$292K +$5.5K +43 +2%
LAM
41
LOM Asset Management
$286K
IAA
42
Independent Advisor Alliance
North Carolina
$283K +$292K +2,278 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$278K +$29.8K +233 +12%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$241K -$13.8K -108 -5%
HighTower Advisors
45
HighTower Advisors
Illinois
$222K +$1.02K +8 +0.5%
Jane Street
46
Jane Street
New York
$216K +$222K +1,737 New
AQR Capital Management
47
AQR Capital Management
Connecticut
$211K -$13.7K -107 -6%
AF
48
Allworth Financial
California
$149K
UBS AM
49
UBS AM
Illinois
$136K +$127K +991 +962%
CPA
50
Cardiff Park Advisors
California
$80.9K +$83.2K +650 New