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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$177M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
3
LPL Financial
California
$245M
4
CCA
4
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
5
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
AF
4
Allworth Financial
California
$218M
5
AWM
5
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Cadent Capital Advisors
Oklahoma
$11.2M +$11.2M +119,002 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.6M +$9.67M +103,185 +1,059%
TFS
28
Thoroughbred Financial Services
Tennessee
$10M -$776K -8,275 -7%
ACM
29
Absolute Capital Management
Pennsylvania
$9.9M -$407K -4,342 -4%
AWS
30
Atria Wealth Solutions
New York
$9.68M +$1.29M +13,750 +15%
KDA
31
Kraft Davis & Associates
Missouri
$9.38M +$9.38M +101,913 New
EWA
32
EverSource Wealth Advisors
Alabama
$9M +$2.56M +28,506 +40%
CAN
33
Cetera Advisor Networks
California
$8.88M +$2.95M +31,472 +50%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.83M +$1.77M +18,840 +25%
HI
35
Harbour Investments
Wisconsin
$8.44M +$512K +5,464 +6%
GRP
36
Global Retirement Partners
California
$7.66M +$2.42M +25,766 +46%
RJA
37
Raymond James & Associates
Florida
$7.39M +$1.71M +18,282 +30%
RCA
38
Resonant Capital Advisors
Wisconsin
$6.96M – – –
KAS
39
Kestra Advisory Services
Texas
$6.39M +$1.61M +17,212 +34%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$6.11M +$90K +960 +1%
RW
41
RVW Wealth
California
$6.04M -$334K -3,562 -5%
WMP
42
Wealth Management Partners
Arizona
$6M -$344K -3,670 -5%
MA
43
MONECO Advisors
Connecticut
$5.86M +$788K +8,410 +16%
WWM
44
Western Wealth Management
Colorado
$5.72M +$90.2K +962 +2%
PCIA
45
Prime Capital Investment Advisors
Kansas
$5.64M -$27.6K -294 -0.5%
AA
46
Ancora Advisors
Ohio
$5.58M +$281 +3 +0%
PAG
47
Private Advisory Group
Washington
$4.34M +$164K +1,748 +4%
WIA
48
World Investment Advisors
California
$4.05M +$4.05M +43,177 New
TF
49
Tompkins Financial
New York
$4.02M -$243K -2,589 -6%
PIA
50
Perennial Investment Advisors
California
$3.69M +$902K +9,627 +32%
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