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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.27M
2
LPL Financial
2
LPL Financial
California
$13.5M
3
Bank of America
3
Bank of America
North Carolina
$12.7M
4
AFO
4
Arrowroot Family Office
California
$805K
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$742K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
CPP
2
Capasso Planning Partners
South Carolina
$0
3
FFN
3
Focus Financial Network
Minnesota
$1.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$134K 2,567 +72 +3%
Morgan Stanley
27
Morgan Stanley
New York
$106K 2,028 -759 -27%
Raymond James Financial
28
Raymond James Financial
Florida
$104K 2,000 +2,000 New
HI
29
Harbour Investments
Wisconsin
$83.5K 1,605 – –
LI
30
LRI Investments
Florida
$39.9K 766 – –
SS
31
Sunbelt Securities
Texas
$32.1K 653 +653 New
AA
32
Addison Advisors
Vermont
$16.9K 325 – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$16.5K 317 -1 -0.3%
GWM
34
Geneos Wealth Management
Colorado
$15.6K 300 -300 -50%
VFM
35
Vision Financial Markets
Connecticut
$11K 211 – –
MCM
36
MAI Capital Management
Ohio
$9.6K 184 +1 +0.5%
AIC
37
Archer Investment Corporation
Indiana
$6.92K 133 – –
AF
38
Allworth Financial
California
$2.55K 49 – –
AWM
39
AE Wealth Management
Kansas
$572 11 – –
Wells Fargo
40
Wells Fargo
California
$58 1 – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
– – -69,904 Closed
CPP
42
Capasso Planning Partners
South Carolina
– – -10,779 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – -7,020 Closed
MML Investors Services
44
MML Investors Services
Massachusetts
– – -4,172 Closed
SIM
45
Synergy Investment Management
Florida
– – -1,555 Closed
GAG
46
Goodman Advisory Group
Massachusetts
– – -2 Closed
1
2