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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

24 hedge funds and large institutions have $72.5M invested in Invesco S&P 500 Enhanced Value ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$8.47M
2
Invesco
2
Invesco
Georgia
$38.1M
3
Bank of America
3
Bank of America
North Carolina
$13.6M
4
LPL Financial
4
LPL Financial
California
$4.59M
5
Jane Street
5
Jane Street
New York
$632K

Top Sellers

1
PFA
1
Professional Financial Advisors
Nebraska
$173K
2
GA
2
GoalVest Advisory
New York
$27K
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
IA
4
IFP Advisors
Florida
$650K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$38.1M 952,479 +125,077 +15%
Bank of America
2
Bank of America
North Carolina
$13.6M 339,703 +71,226 +27%
KOC
3
Koss-Olinger Consulting
Florida
$8.47M 211,941 +211,941 New
ACM
4
Armbruster Capital Management
New York
$4.94M 123,700 +500 +0.4%
LPL Financial
5
LPL Financial
California
$4.59M 114,826 +33,842 +42%
IA
6
IFP Advisors
Florida
$650K 16,236 -95 -0.6%
Jane Street
7
Jane Street
New York
$632K 15,812 +15,812 New
Goldman Sachs
8
Goldman Sachs
New York
$393K 9,840 +9,840 New
WCAMG
9
Woodard & Company Asset Management Group
North Carolina
$263K 6,573 +308 +5%
BRWM
10
B. Riley Wealth Management
Tennessee
$217K 5,434 +5,434 New
Osaic Holdings
11
Osaic Holdings
Arizona
$208K 5,208 +4,150 +392%
PFA
12
Professional Financial Advisors
Nebraska
$173K 4,338 -31,113 -88%
UBS Group
13
UBS Group
Switzerland
$114K 2,863 +504 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$112K 2,812 +2,782 +9,273%
SFS
15
Sowell Financial Services
Arkansas
$30K 704 +704 New
GA
16
GoalVest Advisory
New York
$27K 666 -269 -29%
GWM
17
Geneos Wealth Management
Colorado
$12K 300 – –
US Bancorp
18
US Bancorp
Minnesota
$8K 194 – –
OAM
19
Optimal Asset Management
California
$6K 16,000 – –
APA
20
American Portfolios Advisors
New York
$5.19K 130 +130 New
JWBC
21
John W. Brooker & Co
California
$4K 111 – –
RG
22
Retirement Group
California
$2K 60 +37 +161%
MCC
23
Money Concepts Capital
Florida
$1K 37 – –
Morgan Stanley
24
Morgan Stanley
New York
– – -167 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2