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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

34 hedge funds and large institutions have $61M invested in Invesco S&P 500 Enhanced Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
10
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.82M
3
LPL Financial
3
LPL Financial
California
$6.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.39M
5
ACM
5
Armbruster Capital Management
New York
$4.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.53M
2
AC
2
Avestar Capital
New York
$2.58M
3
GAG
3
Goodman Advisory Group
Massachusetts
$4.45M
4
BL
4
Balentine LLC
Georgia
$697K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$64.2K 1,600 – –
CFD
27
Creative Financial Designs
Indiana
$58K 1,447 -227 -14%
GRP
28
Global Retirement Partners
California
$34.5K 894 -1,979 -69%
RG
29
Retirement Group
California
$18K 457 – –
GWM
30
Geneos Wealth Management
Colorado
$12K 300 – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$6.94K 173 +172 +17,200%
Morgan Stanley
32
Morgan Stanley
New York
$6.19K 154 -26 -14%
PTC
33
Private Trust Company
Ohio
$3.85K 96 – –
HI
34
Harbour Investments
Wisconsin
$601 15 – –
Wells Fargo
35
Wells Fargo
California
– – -1 Closed
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
– – -7,244 Closed
ACM
37
Advance Capital Management
Michigan
– – -6,816 Closed
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
– – -5,398 Closed
IA
39
IFP Advisors
Florida
– – -1,847 Closed
FMP
40
Financial Management Professionals
Texas
– – -548 Closed
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
– – -370 Closed
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
– – -283 Closed
MCC
43
Money Concepts Capital
Florida
– – -138 Closed
SPIA
44
Steward Partners Investment Advisory
New York
– – -44 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2