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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$210M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

10% more funds holding

Funds holding: 147161 (+14)

1.91% more ownership

Funds ownership: 62.18%64.08% (+1.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$5.93M +$355K +4,627 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.83M -$160K -2,088 -3%
Mariner
28
Mariner
Kansas
$5.71M -$2.2M -28,714 -29%
ACA
29
Aspire Capital Advisors
Washington
$5.68M -$50.5K -658 -0.9%
HI
30
Harbour Investments
Wisconsin
$5.53M +$1.15M +14,972 +28%
WMP
31
Wealth Management Partners
Arizona
$5.37M -$77 -1 -0%
PCIA
32
Prime Capital Investment Advisors
Kansas
$4.92M +$4.71M +61,446 New
AA
33
Ancora Advisors
Ohio
$4.79M -$17K -221 -0.4%
PAG
34
Private Advisor Group
New Jersey
$4.34M +$525K +6,843 +14%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.17M +$941K +12,269 +31%
CAN
36
Cetera Advisor Networks
California
$4.08M +$163K +2,124 +4%
PIA
37
Perennial Investment Advisors
California
$4.05M +$515K +6,707 +15%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.72M -$698K -9,103 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.42M -$296K -3,857 -8%
TF
40
Tompkins Financial
New York
$3.33M -$27.6K -360 -0.9%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$3.2M -$48.2K -628 -2%
KAS
42
Kestra Advisory Services
Texas
$3.15M -$34.1K -444 -1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.12M +$2.5M +32,561 +507%
MFG
44
Merit Financial Group
Georgia
$3.02M +$39.7K +517 +1%
KLI
45
Kelman-Lazarov Inc
Tennessee
$2.92M -$33K -430 -1%
BSW
46
Buckingham Strategic Wealth
Missouri
$2.8M -$99.4K -1,296 -4%
AWM
47
AE Wealth Management
Kansas
$2.67M -$10.4K -135 -0.4%
SWM
48
Solano Wealth Management
California
$2.11M -$99.6K -1,298 -5%
WA
49
Win Advisors
Florida
$2.1M +$2.62M +34,156 New
Truist Financial
50
Truist Financial
North Carolina
$2.09M -$36K -469 -2%