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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

36 hedge funds and large institutions have $45.7M invested in Invesco S&P 500 Enhanced Value ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
X
1
Xponance
Pennsylvania
$3.92M
2
ACM
2
Armbruster Capital Management
New York
$7.62M
3
CCFM
3
Clear Creek Financial Management
Washington
$1.08M
4
LPL Financial
4
LPL Financial
California
$8.13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$896K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.92M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.69M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$7.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.13M 183,882 +21,931 +14%
Bank of America
2
Bank of America
North Carolina
$7.84M 177,440 -18,113 -9%
ACM
3
Armbruster Capital Management
New York
$7.62M 172,328 +53,800 +45%
Invesco
4
Invesco
Georgia
$4.92M 111,194 -69,633 -39%
X
5
Xponance
Pennsylvania
$3.92M 88,700 +88,700 New
KOC
6
Koss-Olinger Consulting
Florida
$1.84M 41,612 -7,104 -15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.69M 38,150 -39,658 -51%
TC
8
Trilogy Capital
California
$1.21M 27,276 +9,106 +50%
CCFM
9
Clear Creek Financial Management
Washington
$1.08M 24,337 +24,337 New
AFO
10
Arrowroot Family Office
California
$1.07M 24,090 -4,866 -17%
AC
11
Avestar Capital
New York
$1.04M 23,440 +6,062 +35%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$896K 20,276 +14,048 +226%
AWE
13
Avidian Wealth Enterprises
Texas
$656K 14,847 -6,553 -31%
CPP
14
Capasso Planning Partners
South Carolina
$627K 14,186 +184 +1%
CFD
15
Creative Financial Designs
Indiana
$494K 11,178 +6,483 +138%
GVAG
16
Great Valley Advisor Group
Delaware
$448K 10,129 -229 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$355K 8,021 +2,105 +36%
PFA
18
Professional Financial Advisors
Nebraska
$345K 7,806 +43 +0.6%
Jane Street
19
Jane Street
New York
$266K 6,019 -2,718 -31%
LI
20
LMCG Investments
Massachusetts
$265K 5,988 +341 +6%
UBS Group
21
UBS Group
Switzerland
$252K 5,701 +211 +4%
CIAS
22
Capital Investment Advisory Services
North Carolina
$181K 4,100 -893 -18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$150K 3,384 -14,204 -81%
GRP
24
Global Retirement Partners
California
$129K 2,974 +68 +2%
SS
25
Sunbelt Securities
Texas
$90.4K 2,045 +1 +0%
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