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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$164M
2
LPL Financial
2
LPL Financial
California
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$78.1M
4
ACA
4
Aspire Capital Advisors
Washington
$5.46M
5
Bank of America
5
Bank of America
North Carolina
$76.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.9M
2
UBS Group
2
UBS Group
Switzerland
$29.6M
3
FFG
3
Ford Financial Group
California
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Absolute Capital Management
Pennsylvania
$5.44M +$181K +2,378 +3%
EH
27
Equitable Holdings
New York
$5.28M +$92.2K +1,212 +2%
WMP
28
Wealth Management Partners
Arizona
$5.11M -$66.5K -874 -1%
AA
29
Ancora Advisors
Ohio
$4.57M -$38.7K -508 -0.8%
TFS
30
Thoroughbred Financial Services
Tennessee
$4.37M +$481K +6,326 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.23M -$574K -7,546 -12%
IAIM
32
International Assets Investment Management
Florida
$4.17M +$4.17M +85,265 New
HI
33
Harbour Investments
Wisconsin
$4.12M +$809K +10,627 +24%
CAN
34
Cetera Advisor Networks
California
$3.72M -$44.7K -588 -1%
PAG
35
Private Advisor Group
New Jersey
$3.61M +$291K +3,820 +9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.55M +$1.65M +21,662 +87%
VA
37
Valmark Advisers
Ohio
$3.46M +$46.9K +616 +1%
PIA
38
Perennial Investment Advisors
California
$3.34M +$3.34M +43,911 New
TF
39
Tompkins Financial
New York
$3.2M -$251K -3,293 -7%
AWA
40
Amplius Wealth Advisors
Pennsylvania
$3.09M +$659K +8,666 +27%
SIM
41
Seaview Investment Managers
Florida
$3.05M +$31.5K +414 +1%
KAS
42
Kestra Advisory Services
Texas
$3.03M +$101K +1,326 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.03M +$869K +11,416 +40%
MFG
44
Merit Financial Group
Georgia
$2.84M +$13.3K +175 +0.5%
KLI
45
Kelman-Lazarov Inc
Tennessee
$2.81M +$26.6K +349 +1%
BSW
46
Buckingham Strategic Wealth
Missouri
$2.68M – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$2.67M +$2.67M +35,033 New
AWM
48
AE Wealth Management
Kansas
$2.55M +$370K +4,863 +17%
Stifel Financial
49
Stifel Financial
Missouri
$2.45M -$2.47M -32,431 -50%
BCM
50
Brookstone Capital Management
Illinois
$2.36M -$353K -4,574 -13%
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