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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 $57.4M invested in Invesco S&P 500 Enhanced Value ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.21M
2
LPL Financial
LPL Financial
California
+$2.28M
3
Bank of America
Bank of America
North Carolina
+$2M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
+$742K
5
Two Sigma Investments
Two Sigma Investments
New York
+$739K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.62M
2
CPP
Capasso Planning Partners
South Carolina
-$557K
3
FFN
Focus Financial Network
Minnesota
-$414K
4
Citadel Advisors
Citadel Advisors
Florida
-$363K
5
MML Investors Services
MML Investors Services
Massachusetts
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.5M +$2.28M +43,887 +20%
Bank of America
2
Bank of America
North Carolina
$12.7M +$2M +38,352 +19%
ACM
3
Armbruster Capital Management
New York
$8.85M +$289K +5,560 +3%
Invesco
4
Invesco
Georgia
$8.27M +$3.21M +61,618 +63%
LI
5
LMCG Investments
Massachusetts
$1.51M +$174K +3,344 +13%
KOC
6
Koss-Olinger Consulting
Florida
$1.35M -$175K -3,362 -11%
FFN
7
Focus Financial Network
Minnesota
$1.06M -$414K -7,949 -28%
Ameriprise
8
Ameriprise
Minnesota
$841K +$42K +807 +5%
AFO
9
Arrowroot Family Office
California
$805K +$805K +15,481 New
UBS Group
10
UBS Group
Switzerland
$765K +$127K +2,435 +20%
PCMC
11
Paragon Capital Management (Colorado)
Colorado
$742K +$742K +14,270 New
Two Sigma Investments
12
Two Sigma Investments
New York
$739K +$739K +14,200 New
FFA
13
Farther Finance Advisors
California
$709K +$617K +11,860 +670%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$701K +$35.9K +691 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$650K -$11K -211 -2%
AWE
16
Avidian Wealth Enterprises
Texas
$455K -$1.82K -35 -0.4%
CFD
17
Creative Financial Designs
Indiana
$454K +$70.2K +1,349 +18%
Truist Financial
18
Truist Financial
North Carolina
$454K -$780 -15 -0.2%
PFA
19
Professional Financial Advisors
Nebraska
$414K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$382K +$78.1K +1,501 +26%
Jane Street
21
Jane Street
New York
$297K +$67K +1,288 +29%
GRP
22
Global Retirement Partners
California
$266K +$266K +5,120 New
Osaic Holdings
23
Osaic Holdings
Arizona
$266K +$106K +2,160 +67%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$255K +$50.7K +974 +25%
SFS
25
Sowell Financial Services
Arkansas
$230K +$468 +9 +0.2%
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