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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 $52.7M invested in Invesco S&P 500 Enhanced Value ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.13M
3
Jane Street
3
Jane Street
New York
$415K
4
LI
4
LMCG Investments
Massachusetts
$864K
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$329K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.73M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SP
4
Sequent Planning
Nebraska
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$124K 2,525 -36 -1%
Morgan Stanley
27
Morgan Stanley
New York
$93.2K 1,894 +1,108 +141%
FFA
28
Farther Finance Advisors
California
$86.6K 1,759 +10 +0.6%
SIM
29
Synergy Investment Management
Florida
$73.9K 1,502 +1,502 New
SS
30
Sunbelt Securities
Texas
$32K 653 -397 -38%
AA
31
Addison Advisors
Vermont
$16K 325 – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$15.6K 317 -135 -30%
GWM
33
Geneos Wealth Management
Colorado
$14.8K 300 – –
CJ
34
Caitlin John
Michigan
$14.7K 300 +13 +5%
VFM
35
Vision Financial Markets
Connecticut
$10.4K 211 +211 New
MCM
36
MAI Capital Management
Ohio
$8.96K 182 +182 New
HI
37
Harbour Investments
Wisconsin
$6.79K 138 – –
AIC
38
Archer Investment Corporation
Indiana
$6.54K 133 +133 New
AF
39
Allworth Financial
California
$2.51K 49 – –
AWM
40
AE Wealth Management
Kansas
$541 11 +11 New
Wells Fargo
41
Wells Fargo
California
– – -1 Closed
OMC
42
Old Mission Capital
Illinois
– – -9,191 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – -8,678 Closed
SP
44
Sequent Planning
Nebraska
– – -7,138 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -5,908 Closed
RIA
46
Realta Investment Advisors
Delaware
– – -305 Closed
GAG
47
Goodman Advisory Group
Massachusetts
– – -2 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2