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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 $52.7M invested in Invesco S&P 500 Enhanced Value ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% 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
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.13M
3
Jane Street
3
Jane Street
New York
$415K
4
LI
4
LMCG Investments
Massachusetts
$864K
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$329K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.73M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SP
4
Sequent Planning
Nebraska
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.6M 214,604 +26,329 +14%
CCFM
2
Clear Creek Financial Management
Washington
$9.13M 185,525 +13,009 +8%
ACM
3
Armbruster Capital Management
New York
$8.22M 167,103 -800 -0.5%
Bank of America
4
Bank of America
North Carolina
$7.73M 157,198 -15,854 -9%
Invesco
5
Invesco
Georgia
$4.79M 97,362 +2 +0%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.87M 58,291 -578 -1%
KOC
7
Koss-Olinger Consulting
Florida
$1.53M 31,072 -804 -3%
LI
8
LMCG Investments
Massachusetts
$864K 17,566 +6,215 +55%
AFO
9
Arrowroot Family Office
California
$784K 15,937 +54 +0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$649K 13,181 -644 -5%
UBS Group
11
UBS Group
Switzerland
$606K 12,314 +630 +5%
CPP
12
Capasso Planning Partners
South Carolina
$521K 10,582 +1 +0%
Truist Financial
13
Truist Financial
North Carolina
$477K 9,685 -228 -2%
Jane Street
14
Jane Street
New York
$415K 8,429 +8,429 New
AWE
15
Avidian Wealth Enterprises
Texas
$403K 8,186 -296 -3%
PFA
16
Professional Financial Advisors
Nebraska
$391K 7,954 +38 +0.5%
SA
17
Sanctuary Advisors
Indiana
$340K 6,585 +421 +7%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$329K 6,689 +5,946 +800%
CFD
19
Creative Financial Designs
Indiana
$324K 6,587 +186 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$266K 5,397 +2,094 +63%
MML Investors Services
21
MML Investors Services
Massachusetts
$239K 4,857 -293 -6%
GRP
22
Global Retirement Partners
California
$236K 4,803 +43 +0.9%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$201K 4,093 +4,093 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$163K 3,320 -244 -7%
GM
25
GeoWealth Management
Illinois
$127K 2,583 +18 +0.7%
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