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Invesco S&P SmallCap 600 Pure Value ETF

61 hedge funds and large institutions have $102M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$769K
AIC
27
Ayalon Insurance Company
Israel
$694K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$630K
AIFAIM
29
American Institute for Advanced Investment Management
Arizona
$598K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$580K
Osaic Holdings
31
Osaic Holdings
Arizona
$540K
MML Investors Services
32
MML Investors Services
Massachusetts
$436K
Creative Planning
33
Creative Planning
Kansas
$422K
IWP
34
Innova Wealth Partners
Pennsylvania
$398K
IA
35
IFP Advisors
Florida
$398K
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$381K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$350K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$324K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$322K
CIA
40
Choate Investment Advisors
Massachusetts
$272K
MTC
41
Matrix Trust Company
Colorado
$260K
BEI
42
Benjamin Edwards Inc
Missouri
$233K
HighTower Advisors
43
HighTower Advisors
Illinois
$225K
FFN
44
Focus Financial Network
Minnesota
$210K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$185K
AF
46
Allworth Financial
California
$110K
VNA
47
Valley National Advisers
Pennsylvania
$77K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$51.3K
BF
49
BOK Financial
Oklahoma
$45.3K
GWM
50
Geneos Wealth Management
Colorado
$39.5K