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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 $93M invested in Invesco S&P 500 Enhanced Value ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
9
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$15.9M
2
GAG
2
Goodman Advisory Group
Massachusetts
$15.1M
3
GVAG
3
Great Valley Advisor Group
Delaware
$414K
4
Citadel Advisors
4
Citadel Advisors
Florida
$337K
5
ACM
5
Advance Capital Management
Michigan
$279K

Top Sellers

1
Invesco
1
Invesco
Georgia
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.62M
3
Bank of America
3
Bank of America
North Carolina
$7.86M
4
Jane Street
4
Jane Street
New York
$504K
5
LPL Financial
5
LPL Financial
California
$4.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$32.9M 803,653 -103,390 -11%
AC
2
Avestar Capital
New York
$15.9M 388,188 +348,743 +884%
GAG
3
Goodman Advisory Group
Massachusetts
$15.1M 369,763 +259,914 +237%
Bank of America
4
Bank of America
North Carolina
$7.86M 192,206 -31,922 -14%
LPL Financial
5
LPL Financial
California
$4.17M 102,060 -24,100 -19%
ACM
6
Armbruster Capital Management
New York
$3.94M 96,300 -11,350 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.62M 64,074 -71,573 -53%
KOC
8
Koss-Olinger Consulting
Florida
$2.16M 52,760 -5,371 -9%
BL
9
Balentine LLC
Georgia
$1.08M 26,357 -1,058 -4%
WCAMG
10
Woodard & Company Asset Management Group
North Carolina
$982K 24,003 -563 -2%
RJA
11
Raymond James & Associates
Florida
$808K 19,751 +407 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$798K 19,505 +6,533 +50%
AWE
13
Avidian Wealth Enterprises
Texas
$686K 16,779 +268 +2%
UBS Group
14
UBS Group
Switzerland
$510K 12,478 +303 +2%
Jane Street
15
Jane Street
New York
$504K 12,321 -30,646 -71%
GVAG
16
Great Valley Advisor Group
Delaware
$414K 10,129 +10,129 New
Osaic Holdings
17
Osaic Holdings
Arizona
$370K 9,064 -16,142 -64%
Citadel Advisors
18
Citadel Advisors
Florida
$337K 8,247 +8,247 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$296K 7,244 -14 -0.2%
ACM
20
Advance Capital Management
Michigan
$279K 6,816 +6,816 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$266K 6,498 +6,498 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$220K 5,398 +5,398 New
TC
23
Trilogy Capital
California
$219K 5,346 -233 -4%
OL
24
Owen LaRue
Kentucky
$204K 4,931 +4,931 New
GRP
25
Global Retirement Partners
California
$117K 2,873 +2,073 +259%
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