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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 $93M invested in Invesco S&P 500 Enhanced Value ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
9
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$15.9M
2
GAG
2
Goodman Advisory Group
Massachusetts
$15.1M
3
GVAG
3
Great Valley Advisor Group
Delaware
$414K
4
Citadel Advisors
4
Citadel Advisors
Florida
$337K
5
ACM
5
Advance Capital Management
Michigan
$279K

Top Sellers

1
Invesco
1
Invesco
Georgia
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.62M
3
Bank of America
3
Bank of America
North Carolina
$7.86M
4
Jane Street
4
Jane Street
New York
$504K
5
LPL Financial
5
LPL Financial
California
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$68.5K 1,674 -49 -3%
ASN
27
Advisory Services Network
Georgia
$65.4K 1,600 +1,600 New
IA
28
IFP Advisors
Florida
$63K 1,847 +915 +98%
FMP
29
Financial Management Professionals
Texas
$22K 548 -80 -13%
RG
30
Retirement Group
California
$19K 457 +457 New
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$15.1K 370 +370 New
GWM
32
Geneos Wealth Management
Colorado
$12.3K 300 – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$11K 283 – –
Morgan Stanley
34
Morgan Stanley
New York
$7.4K 180 -1,908 -91%
MCC
35
Money Concepts Capital
Florida
$5.64K 138 +101 +273%
PTC
36
Private Trust Company
Ohio
$4K 96 – –
SPIA
37
Steward Partners Investment Advisory
New York
$1.8K 44 +44 New
HI
38
Harbour Investments
Wisconsin
$614 15 +15 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$41 1 – –
Wells Fargo
40
Wells Fargo
California
$41 1 – –
FTUS
41
Flow Traders U.S.
New York
– – -13,087 Closed
PFA
42
Professional Financial Advisors
Nebraska
– – -3,934 Closed
GA
43
GoalVest Advisory
New York
– – -535 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– – -325 Closed
JWBC
45
John W. Brooker & Co
California
– – -116 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2