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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

35 hedge funds and large institutions have $63.3M invested in Invesco S&P 500 Enhanced Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$8.21M
2
AC
2
Avestar Capital
New York
$4.04M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.77M
4
TC
4
Trilogy Capital
California
$2.23M
5
SP
5
Sequent Planning
Nebraska
$597K

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GVAG
3
Great Valley Advisor Group
Delaware
$0
4
CPP
4
Capasso Planning Partners
South Carolina
$498K
5
AWE
5
Avidian Wealth Enterprises
Texas
$641K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.57M 191,944 +8,062 +4%
Bank of America
2
Bank of America
North Carolina
$9.22M 185,007 +7,567 +4%
ACM
3
Armbruster Capital Management
New York
$8.56M 171,603 -725 -0.4%
CCFM
4
Clear Creek Financial Management
Washington
$8.21M 164,642 +140,305 +577%
Invesco
5
Invesco
Georgia
$5.45M 109,257 -1,937 -2%
X
6
Xponance
Pennsylvania
$4.42M 88,700 – –
AC
7
Avestar Capital
New York
$4.04M 80,974 +57,534 +245%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.77M 55,608 +55,608 New
TC
9
Trilogy Capital
California
$2.23M 44,705 +17,429 +64%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.86M 37,205 -945 -2%
AFO
11
Arrowroot Family Office
California
$1.23M 24,705 +615 +3%
CFD
12
Creative Financial Designs
Indiana
$943K 18,921 +7,743 +69%
AWE
13
Avidian Wealth Enterprises
Texas
$641K 12,857 -1,990 -13%
SP
14
Sequent Planning
Nebraska
$597K 11,964 +11,964 New
CPP
15
Capasso Planning Partners
South Carolina
$498K 9,995 -4,191 -30%
Jane Street
16
Jane Street
New York
$428K 8,581 +2,562 +43%
LI
17
LMCG Investments
Massachusetts
$417K 8,369 +2,381 +40%
Goldman Sachs
18
Goldman Sachs
New York
$393K 7,878 +7,878 New
PFA
19
Professional Financial Advisors
Nebraska
$391K 7,842 +36 +0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$360K 7,224 -797 -10%
GRP
21
Global Retirement Partners
California
$277K 5,562 +2,588 +87%
UBS Group
22
UBS Group
Switzerland
$191K 3,838 -1,863 -33%
CIAS
23
Capital Investment Advisory Services
North Carolina
$174K 3,487 -613 -15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$124K 2,484 -900 -27%
Morgan Stanley
25
Morgan Stanley
New York
$81.7K 1,638 +120 +8%
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