SPVU icon

Invesco S&P 500 Enhanced Value ETF
SPVU

Overview Fund Activity

18 hedge funds and large institutions have $46.4M invested in Invesco S&P 500 Enhanced Value ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.73M
2
OAM
2
Optimal Asset Management
California
$539K
3
UBS Group
3
UBS Group
Switzerland
$79K
4
GA
4
GoalVest Advisory
New York
$31K
5
PFA
5
Professional Financial Advisors
Nebraska
$1.19M

Top Sellers

1
Invesco
1
Invesco
Georgia
$27.9M
2
WAS
2
Wealth Advisory Solutions
Indiana
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$27.9M 827,402 -88,371 -10%
Bank of America
2
Bank of America
North Carolina
$9.04M 268,477 -4,081 -1%
ACM
3
Armbruster Capital Management
New York
$4.15M 123,200 -3,900 -3%
LPL Financial
4
LPL Financial
California
$2.73M 80,984 +52,546 +185%
PFA
5
Professional Financial Advisors
Nebraska
$1.19M 35,451 +324 +0.9%
IA
6
IFP Advisors
Florida
$547K 16,331 -586 -3%
OAM
7
Optimal Asset Management
California
$539K 16,000 +16,000 New
WCAMG
8
Woodard & Company Asset Management Group
North Carolina
$211K 6,265 +1 +0%
UBS Group
9
UBS Group
Switzerland
$79K 2,359 +1,500 +175%
Osaic Holdings
10
Osaic Holdings
Arizona
$36K 1,058 – –
GA
11
GoalVest Advisory
New York
$31K 935 +935 New
GWM
12
Geneos Wealth Management
Colorado
$12K 300 – –
US Bancorp
13
US Bancorp
Minnesota
$7K 194 +194 New
Morgan Stanley
14
Morgan Stanley
New York
$6K 167 +167 New
JWBC
15
John W. Brooker & Co
California
$4K 111 +1 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K 30 -224 -88%
MCC
17
Money Concepts Capital
Florida
$1K 37 +37 New
WAS
18
Wealth Advisory Solutions
Indiana
– – -47,842 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -36,885 Closed
RJFSA
20
Raymond James Financial Services Advisors
Florida
– – -32,813 Closed
Jane Street
21
Jane Street
New York
– – -23,400 Closed
Wells Fargo
22
Wells Fargo
California
– – -1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
RG
24
Retirement Group
California
$0 23 +23 New