SPVU icon

Invesco S&P 500 Enhanced Value ETF

40 hedge funds and large institutions have $57M invested in Invesco S&P 500 Enhanced Value ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.5M 259,187 +43,887 +20%
Bank of America
2
Bank of America
North Carolina
$12.7M 243,506 +38,352 +19%
ACM
3
Armbruster Capital Management
New York
$8.85M 170,203 +5,560 +3%
Invesco
4
Invesco
Georgia
$8.27M 158,980 +61,618 +63%
LI
5
LMCG Investments
Massachusetts
$1.51M 29,113 +3,344 +13%
KOC
6
Koss-Olinger Consulting
Florida
$1.35M 26,017 -3,362 -11%
FFN
7
Focus Financial Network
Minnesota
$1.06M 20,412 -7,949 -28%
Ameriprise
8
Ameriprise
Minnesota
$841K 16,160 +807 +5%
AFO
9
Arrowroot Family Office
California
$805K 15,481 +15,481 New
UBS Group
10
UBS Group
Switzerland
$765K 14,709 +2,435 +20%
PCMC
11
Paragon Capital Management (Colorado)
Colorado
$742K 14,270 +14,270 New
Two Sigma Investments
12
Two Sigma Investments
New York
$739K 14,200 +14,200 New
FFA
13
Farther Finance Advisors
California
$709K 13,629 +11,860 +670%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$701K 13,472 +691 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$650K 12,490 -211 -2%
AWE
16
Avidian Wealth Enterprises
Texas
$455K 8,741 -35 -0.4%
CFD
17
Creative Financial Designs
Indiana
$454K 8,735 +1,349 +18%
Truist Financial
18
Truist Financial
North Carolina
$454K 8,726 -15 -0.2%
PFA
19
Professional Financial Advisors
Nebraska
$414K 7,954
Jane Street
20
Jane Street
New York
$297K 5,715 +1,288 +29%
GRP
21
Global Retirement Partners
California
$266K 5,120 +5,120 New
Osaic Holdings
22
Osaic Holdings
Arizona
$266K 5,397 +2,160 +67%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$255K 4,903 +974 +25%
SFS
24
Sowell Financial Services
Arkansas
$230K 4,418 +9 +0.2%
CIAS
25
Capital Investment Advisory Services
North Carolina
$173K 3,321 +20 +0.6%