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Invesco S&P 500 Enhanced Value ETF

42 hedge funds and large institutions have $55.8M invested in Invesco S&P 500 Enhanced Value ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.1M
Bank of America
2
Bank of America
North Carolina
$10.6M
ACM
3
Armbruster Capital Management
New York
$8.51M
DWAL
4
Delta Wealth Advisors LLC
Indiana
$5.04M
Invesco
5
Invesco
Georgia
$5.04M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.62M
KOC
7
Koss-Olinger Consulting
Florida
$1.52M
FFN
8
Focus Financial Network
Minnesota
$1.47M
LI
9
LMCG Investments
Massachusetts
$1.33M
Ameriprise
10
Ameriprise
Minnesota
$794K
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$661K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$657K
UBS Group
13
UBS Group
Switzerland
$635K
CPP
14
Capasso Planning Partners
South Carolina
$557K
AWE
15
Avidian Wealth Enterprises
Texas
$454K
Truist Financial
16
Truist Financial
North Carolina
$452K
PFA
17
Professional Financial Advisors
Nebraska
$411K
CFD
18
Creative Financial Designs
Indiana
$382K
Citadel Advisors
19
Citadel Advisors
Florida
$363K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$302K
Jane Street
21
Jane Street
New York
$229K
SFS
22
Sowell Financial Services
Arkansas
$228K
MML Investors Services
23
MML Investors Services
Massachusetts
$216K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$203K
CIAS
25
Capital Investment Advisory Services
North Carolina
$171K