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Invesco S&P 500 Enhanced Value ETF
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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.

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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

Top Buyers

1
+$314K
2
+$209K
3
+$191K
4
LI
LMCG Investments
Massachusetts
+$125K
5
Jane Street
Jane Street
New York
+$116K

Top Sellers

1
-$3.94M
2
-$1.06M
3
-$841K
4
Two Sigma Investments
Two Sigma Investments
New York
-$739K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$111K
HI
27
Harbour Investments
Wisconsin
$90.8K
ASN
28
Advisory Services Network
Georgia
$86.4K
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$60.7K
LI
30
LRI Investments
Florida
$42K
AA
31
Addison Advisors
Vermont
$17.8K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$17.4K
GWM
33
Geneos Wealth Management
Colorado
$16.5K
VFM
34
Vision Financial Markets
Connecticut
$11.6K
SPIA
35
Steward Partners Investment Advisory
New York
$11K
MCM
36
MAI Capital Management
Ohio
$10.2K
AIC
37
Archer Investment Corporation
Indiana
$3.67K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.85K
AF
39
Allworth Financial
California
$2.69K
AWM
40
AE Wealth Management
Kansas
$603
GAG
41
Goodman Advisory Group
Massachusetts
$110
Wells Fargo
42
Wells Fargo
California
$12
FFN
43
Focus Financial Network
Minnesota
–
Ameriprise
44
Ameriprise
Minnesota
–
Two Sigma Investments
45
Two Sigma Investments
New York
–
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
–
Raymond James Financial
47
Raymond James Financial
Florida
–
SS
48
Sunbelt Securities
Texas
–
1
2