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Invesco S&P 500 Enhanced Value ETF

41 hedge funds and large institutions have $59.1M invested in Invesco S&P 500 Enhanced Value ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $62.3M → $59.1M (-$3.13M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
41
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
LPL Financial
1
LPL Financial
California
$14M
Bank of America
2
Bank of America
North Carolina
$9.42M
ACM
3
Armbruster Capital Management
New York
$9.27M
Invesco
4
Invesco
Georgia
$9.03M
DWA
5
Delta Wealth Advisors
Indiana
$5.25M
LI
6
LMCG Investments
Massachusetts
$1.72M
KOC
7
Koss-Olinger Consulting
Florida
$1.37M
AFO
8
Arrowroot Family Office
California
$849K
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$778K
UBS Group
10
UBS Group
Switzerland
$743K
PCMC
11
Paragon Capital Management (Colorado)
Colorado
$734K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$700K
FFA
13
Farther Finance Advisors
California
$649K
CFD
14
Creative Financial Designs
Indiana
$518K
AWE
15
Avidian Wealth Enterprises
Texas
$478K
Osaic Holdings
16
Osaic Holdings
Arizona
$464K
Truist Financial
17
Truist Financial
North Carolina
$446K
PFA
18
Professional Financial Advisors
Nebraska
$436K
Jane Street
19
Jane Street
New York
$430K
GRP
20
Global Retirement Partners
California
$280K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$269K
SFS
22
Sowell Financial Services
Arkansas
$242K
SP
23
Sequent Planning
Nebraska
$209K
CIAS
24
Capital Investment Advisory Services
North Carolina
$183K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$138K