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Invesco S&P 500 Enhanced Value ETF
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Overview Fund Activity

41 hedge funds and large institutions have $52.6M invested in Invesco S&P 500 Enhanced Value ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$458K
2
UBS Group
2
UBS Group
Switzerland
$582K
3
SA
3
Sanctuary Advisors
Indiana
$331K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$256K
5
GM
5
GeoWealth Management
Illinois
$128K

Top Sellers

1
X
1
Xponance
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.37M
4
CFD
4
Creative Financial Designs
Indiana
$319K
5
SP
5
Sequent Planning
Nebraska
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.37M 188,275 -18,690 -9%
Bank of America
2
Bank of America
North Carolina
$8.62M 173,052 -4,602 -3%
CCFM
3
Clear Creek Financial Management
Washington
$8.59M 172,516 +986 +0.6%
ACM
4
Armbruster Capital Management
New York
$8.36M 167,903 -3,225 -2%
Invesco
5
Invesco
Georgia
$4.85M 97,360 -199 -0.2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.93M 58,869 +2,344 +4%
KOC
7
Koss-Olinger Consulting
Florida
$1.59M 31,876 -1,456 -4%
AFO
8
Arrowroot Family Office
California
$791K 15,883 -607 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$688K 13,825 -1,017 -7%
UBS Group
10
UBS Group
Switzerland
$582K 11,684 +7,885 +208%
LI
11
LMCG Investments
Massachusetts
$565K 11,351 +738 +7%
CPP
12
Capasso Planning Partners
South Carolina
$527K 10,581 – –
Truist Financial
13
Truist Financial
North Carolina
$494K 9,913 -871 -8%
OMC
14
Old Mission Capital
Illinois
$458K 9,191 +9,191 New
Citadel Advisors
15
Citadel Advisors
Florida
$432K 8,678 +1,084 +14%
AWE
16
Avidian Wealth Enterprises
Texas
$422K 8,482 -2,029 -19%
PFA
17
Professional Financial Advisors
Nebraska
$394K 7,916 +39 +0.5%
SP
18
Sequent Planning
Nebraska
$355K 7,138 -7,710 -52%
SA
19
Sanctuary Advisors
Indiana
$331K 6,164 +6,164 New
CFD
20
Creative Financial Designs
Indiana
$319K 6,401 -13,029 -67%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$294K 5,908 -534 -8%
MML Investors Services
22
MML Investors Services
Massachusetts
$256K 5,150 +5,150 New
GRP
23
Global Retirement Partners
California
$237K 4,760 -911 -16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$224K 4,497 -3,746 -45%
CIAS
25
Capital Investment Advisory Services
North Carolina
$177K 3,564 +25 +0.7%
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