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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

241 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$120M
2
LPL Financial
2
LPL Financial
California
$391M
3
IAA
3
Independent Advisor Alliance
North Carolina
$21.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52.9M
5
MFG
5
Merit Financial Group
Georgia
$16.4M

Top Sellers

1
AF
1
Allworth Financial
California
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.36M
3
SWP
3
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
4
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$16.5K – – –
GWSG
227
GPS Wealth Strategies Group
Colorado
$14.7K +$4.9K +50 +50%
WWM
228
Wolff Wiese Magana
California
$12.7K – – –
CWM
229
Crowley Wealth Management
Delaware
$11.7K +$11.7K +119 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$10.3K – – –
TCM
231
TD Capital Management
Tennessee
$9.93K +$9.93K +101 New
Franklin Resources
232
Franklin Resources
California
$8.52K – – –
FFWM
233
Future Financial Wealth Management
Ohio
$8.13K – – –
LDB
234
Lee, Danner & Bass
Tennessee
$6.85K +$6.85K +70 New
AWM
235
Avior Wealth Management
Nebraska
$6.76K – – –
CF
236
Collier Financial
Colorado
$5.97K +$5.97K +61 New
TRCT
237
Tower Research Capital (TRC)
New York
$1.76K – – –
HNW
238
High Note Wealth
Minnesota
$1.39K +$1.39K +14 New
PWA
239
Physician Wealth Advisors
Utah
$895 +$895 +9 New
FCMT
240
Founders Capital Management (Texas)
Texas
$514 – – –
Citigroup
241
Citigroup
New York
$490 +$392 +4 +400%
NS
242
NBC Securities
Alabama
$112 -$129K -1,153 -100%
Jane Street
243
Jane Street
New York
– -$3.9M -39,809 Closed
Prudential Financial
244
Prudential Financial
New Jersey
– -$3.78M -38,535 Closed
FHC
245
First Heartland Consultants
Missouri
– -$295K -3,006 Closed
SG
246
StoneX Group
New York
– -$266K -2,709 Closed
WA
247
Wealth Alliance
New York
– -$245K -2,500 Closed
CA
248
CoreCap Advisors
Michigan
– -$10.1K -103 Closed
GEA
249
Glen Eagle Advisors
New Jersey
– -$9.32K -95 Closed
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
– -$6.08K -62 Closed
6 7 8 9
10