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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$397M
2
LPL Financial
2
LPL Financial
California
$210M
3
Ameriprise
3
Ameriprise
Minnesota
$137M
4
Bank of America
4
Bank of America
North Carolina
$125M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.8M

Top Sellers

1
PIA
1
Perennial Investment Advisors
California
$2.54M
2
RW
2
RVW Wealth
California
$5.8M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$9.28M
5
SPC
5
Sigma Planning Corp
Michigan
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Denver Wealth Management
Colorado
$8.69M +$787K +9,217 +10%
AWS
27
Atria Wealth Solutions
New York
$7.64M -$326K -3,815 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$7.64M -$141K -1,654 -2%
HI
29
Harbour Investments
Wisconsin
$7.21M +$594K +6,964 +9%
ACA
30
Aspire Capital Advisors
Washington
$6.72M +$465K +5,445 +7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.43M +$190K +2,231 +3%
RCA
32
Resonant Capital Advisors
Wisconsin
$6.33M -$36.4K -427 -0.6%
EWA
33
EverSource Wealth Advisors
Alabama
$6.12M +$857K +10,047 +16%
RW
34
RVW Wealth
California
$5.8M -$1.39M -16,334 -19%
WMP
35
Wealth Management Partners
Arizona
$5.77M -$139K -1,625 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.48M +$808K +9,473 +17%
CAN
37
Cetera Advisor Networks
California
$5.4M +$528K +6,192 +11%
RJA
38
Raymond James & Associates
Florida
$5.16M +$632K +7,404 +14%
PCIA
39
Prime Capital Investment Advisors
Kansas
$5.16M +$5.8K +68 +0.1%
WWM
40
Western Wealth Management
Colorado
$5.12M +$127K +1,483 +3%
AA
41
Ancora Advisors
Ohio
$5.08M -$25.9K -303 -0.5%
GRP
42
Global Retirement Partners
California
$4.74M +$3.62M +42,746 +323%
AWM
43
AE Wealth Management
Kansas
$4.73M +$1M +11,637 +27%
MA
44
MONECO Advisors
Connecticut
$4.62M +$210K +2,458 +5%
KAS
45
Kestra Advisory Services
Texas
$4.35M +$1.1M +12,867 +34%
TF
46
Tompkins Financial
New York
$3.88M +$700K +8,201 +22%
PAG
47
Private Advisory Group
Washington
$3.8M +$3.8M +44,545 New
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.73M +$919K +10,764 +33%
MFG
49
Merit Financial Group
Georgia
$3.34M +$63.1K +739 +2%
AWA
50
Amplius Wealth Advisors
Pennsylvania
$3.24M -$18.5K -217 -0.6%
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