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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

31 hedge funds and large institutions have $81.6M invested in Invesco S&P 500 Enhanced Value ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$3.22M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$776K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$698K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04M
5
LPL Financial
5
LPL Financial
California
$4.34M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.66M
2
Bank of America
2
Bank of America
North Carolina
$9.29M
3
Invesco
3
Invesco
Georgia
$38.7M
4
BL
4
Balentine LLC
Georgia
$8.36M
5
ACM
5
Armbruster Capital Management
New York
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$38.7M 871,691 -40,149 -4%
Bank of America
2
Bank of America
North Carolina
$9.29M 209,084 -96,130 -31%
BL
3
Balentine LLC
Georgia
$8.36M 188,080 -16,960 -8%
ACM
4
Armbruster Capital Management
New York
$4.87M 109,550 -14,100 -11%
LPL Financial
5
LPL Financial
California
$4.34M 97,599 +6,806 +7%
KOC
6
Koss-Olinger Consulting
Florida
$3.36M 75,715 -9,233 -11%
GAG
7
Goodman Advisory Group
Massachusetts
$3.22M 72,482 +72,482 New
RJA
8
Raymond James & Associates
Florida
$1.77M 39,870 +202 +0.5%
PPA
9
Parametric Portfolio Associates
Washington
$1.66M 37,467 -143,270 -79%
FTUS
10
Flow Traders U.S.
New York
$1.07M 24,177 -1,810 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1.04M 23,362 +11,250 +93%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$776K 17,460 +17,460 New
FHA
13
Flagship Harbor Advisors
Massachusetts
$698K 15,716 +15,716 New
Goldman Sachs
14
Goldman Sachs
New York
$427K 9,612 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$412K 9,292 -7,994 -46%
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$334K 7,509 +39 +0.5%
UBS Group
17
UBS Group
Switzerland
$267K 6,018 +1,370 +29%
BRWM
18
B. Riley Wealth Management
Tennessee
$214K 4,809 -71 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$202K 4,562 +4,562 New
PFA
20
Professional Financial Advisors
Nebraska
$181K 4,070 -216 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$143K 3,222 -4,331 -57%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$75K 1,680 +1,680 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$35.5K 800 – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$35K 810 +810 New
CFD
25
Creative Financial Designs
Indiana
$29K 650 +650 New
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