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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
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
20
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
1
Systematic Alpha Investments
New Jersey
$30.3M
LPL Financial
2
LPL Financial
California
$9.5M -$614K -6,208 -6%
AWM
3
AllSquare Wealth Management
New York
$6.84M -$273K -2,764 -4%
ACM
4
Armbruster Capital Management
New York
$6.68M -$191K -1,932 -3%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$5.48M -$5.24K -53 -0.1%
Bank of America
6
Bank of America
North Carolina
$3.79M +$554K +5,608 +17%
Wells Fargo
7
Wells Fargo
California
$3.79M -$353K -3,573 -9%
TF
8
Theory Financial
Colorado
$3.06M +$120K +1,211 +4%
Morgan Stanley
9
Morgan Stanley
New York
$2.16M -$18.8M -189,839 -90%
MFG
10
Merit Financial Group
Georgia
$1.96M -$348K -3,520 -15%
UBS Group
11
UBS Group
Switzerland
$1.82M -$223K -2,256 -11%
Stifel Financial
12
Stifel Financial
Missouri
$1.66M -$172K -1,745 -9%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$1.64M +$62.7K +634 +4%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.63M +$1.01M +10,200 +162%
NAM
15
NTV Asset Management
West Virginia
$1.5M -$108K -1,095 -7%
IMC Chicago
16
IMC Chicago
Illinois
$1.49M +$191K +1,935 +15%
Goldman Sachs
17
Goldman Sachs
New York
$1.38M +$63K +637 +5%
IWM
18
IHT Wealth Management
Illinois
$1.21M +$836K +8,460 +224%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.19M -$29.3K -296 -2%
SWIM
20
Smallwood Wealth Investment Management
New Jersey
$1.12M +$200K +2,027 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.06M +$74.3K +752 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.02M +$19.3K +195 +2%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$928K +$386K +3,905 +71%
Citadel Advisors
24
Citadel Advisors
Florida
$898K +$248K +2,505 +38%
S
25
SimplyRich
California
$852K +$692 +7 +0.1%