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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

41 hedge funds and large institutions have $50.8M invested in Invesco S&P 500 Enhanced Value ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.6M
2
FFN
2
Focus Financial Network
Minnesota
$1.47M
3
Ameriprise
3
Ameriprise
Minnesota
$794K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M
5
LI
5
LMCG Investments
Massachusetts
$1.33M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
Jane Street
2
Jane Street
New York
$229K
3
ACM
3
Armbruster Capital Management
New York
$8.51M
4
GM
4
GeoWealth Management
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$167K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$144K 2,787 +893 +47%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$129K 2,495 -30 -1%
FFA
28
Farther Finance Advisors
California
$91.3K 1,769 +10 +0.6%
HI
29
Harbour Investments
Wisconsin
$83K 1,605 +1,467 +1,063%
SIM
30
Synergy Investment Management
Florida
$80.4K 1,555 +53 +4%
LI
31
LRI Investments
Florida
$39.6K 766 +766 New
GWM
32
Geneos Wealth Management
Colorado
$31K 600 +300 +100%
AA
33
Addison Advisors
Vermont
$16.8K 325 – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$16.5K 318 +1 +0.3%
VFM
35
Vision Financial Markets
Connecticut
$10.9K 211 – –
MCM
36
MAI Capital Management
Ohio
$9.48K 183 +1 +0.5%
AIC
37
Archer Investment Corporation
Indiana
$6.88K 133 – –
AF
38
Allworth Financial
California
$2.42K 49 – –
AWM
39
AE Wealth Management
Kansas
$569 11 – –
GAG
40
Goodman Advisory Group
Massachusetts
$104 2 +2 New
Wells Fargo
41
Wells Fargo
California
$38 1 +1 New
CCFM
42
Clear Creek Financial Management
Washington
– – -185,525 Closed
GM
43
GeoWealth Management
Illinois
– – -2,583 Closed
SS
44
Sunbelt Securities
Texas
– – -653 Closed
CJ
45
Caitlin John
Michigan
– – -300 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
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