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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

34 hedge funds and large institutions have $61M invested in Invesco S&P 500 Enhanced Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
10
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.82M
3
LPL Financial
3
LPL Financial
California
$6.2M
4
AFO
4
Arrowroot Family Office
California
$1.91M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.39M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.53M
2
AC
2
Avestar Capital
New York
$2.58M
3
GAG
3
Goodman Advisory Group
Massachusetts
$4.45M
4
BL
4
Balentine LLC
Georgia
$697K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.6M 414,376 +222,170 +116%
Invesco
2
Invesco
Georgia
$8.53M 212,679 -590,974 -74%
LPL Financial
3
LPL Financial
California
$6.2M 154,636 +52,576 +52%
ACM
4
Armbruster Capital Management
New York
$4.6M 114,675 +18,375 +19%
GAG
5
Goodman Advisory Group
Massachusetts
$4.45M 110,941 -258,822 -70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.39M 84,557 +20,483 +32%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.82M 70,441 +70,441 New
AC
8
Avestar Capital
New York
$2.58M 64,298 -323,890 -83%
KOC
9
Koss-Olinger Consulting
Florida
$2.03M 50,608 -2,152 -4%
AFO
10
Arrowroot Family Office
California
$1.91M 47,595 +47,595 New
WCAMG
11
Woodard & Company Asset Management Group
North Carolina
$958K 23,888 -115 -0.5%
Citadel Advisors
12
Citadel Advisors
Florida
$945K 23,563 +15,316 +186%
AWE
13
Avidian Wealth Enterprises
Texas
$928K 23,133 +6,354 +38%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$872K 21,743 +2,238 +11%
RJA
15
Raymond James & Associates
Florida
$755K 18,826 -925 -5%
BL
16
Balentine LLC
Georgia
$697K 17,382 -8,975 -34%
CPP
17
Capasso Planning Partners
South Carolina
$517K 12,890 +12,890 New
GVAG
18
Great Valley Advisor Group
Delaware
$410K 10,218 +89 +0.9%
UBS Group
19
UBS Group
Switzerland
$311K 7,761 -4,717 -38%
Osaic Holdings
20
Osaic Holdings
Arizona
$268K 6,681 -2,383 -26%
TC
21
Trilogy Capital
California
$261K 6,511 +1,165 +22%
CIAS
22
Capital Investment Advisory Services
North Carolina
$254K 6,344 -154 -2%
Jane Street
23
Jane Street
New York
$232K 5,777 -6,544 -53%
OL
24
Owen LaRue
Kentucky
$204K 4,931 – –
SS
25
Sunbelt Securities
Texas
$86.2K 2,172 +2,172 New
1
2