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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

203 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
96
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
Ameriprise
2
Ameriprise
Minnesota
$315M
3
SA
3
Stewardship Advisors
Pennsylvania
$18.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$279M
5
Bank of America
5
Bank of America
North Carolina
$183M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Wells Fargo
3
Wells Fargo
California
$51.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.88M
5
GS
5
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
26
Thoroughbred Financial Services
Tennessee
$14.2M +$1.59M +16,210 +13%
DWM
27
Denver Wealth Management
Colorado
$14M +$701K +7,144 +5%
ACA
28
Aspire Capital Advisors
Washington
$14M +$285K +2,904 +2%
AAS
29
Avantax Advisory Services
Texas
$13.6M +$368K +3,751 +3%
IPA
30
Investment Planning Advisors
Georgia
$13.4M – – –
EWA
31
EverSource Wealth Advisors
Alabama
$13.3M +$513K +5,235 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$12.3M +$209K +2,127 +2%
CCA
33
Cadent Capital Advisors
Oklahoma
$12.2M +$553K +5,641 +5%
GRP
34
Global Retirement Partners
California
$12M +$828K +8,441 +7%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$10.8M +$2.33M +24,800 +28%
PAG
36
Private Advisor Group
New Jersey
$9.95M +$890K +9,074 +10%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$9.9M +$7.6M +77,671 +331%
HI
38
Harbour Investments
Wisconsin
$9.27M +$222K +2,262 +2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$9.23M +$655K +6,676 +8%
FA
40
Fermata Advisors
California
$9.02M +$9.02M +92,025 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$8.31M +$1.99M +20,321 +32%
KAS
42
Kestra Advisory Services
Texas
$7.99M -$558K -5,685 -7%
RCA
43
Resonant Capital Advisors
Wisconsin
$7.26M -$20.3K -207 -0.3%
MA
44
MONECO Advisors
Connecticut
$7.06M +$93.5K +953 +1%
WWM
45
Western Wealth Management
Colorado
$6.33M +$174K +1,776 +3%
RJA
46
Raymond James & Associates
Florida
$6.04M +$209K +2,130 +4%
MHFA
47
Mission Hills Financial Advisory
California
$5.99M +$5.99M +59,039 New
AA
48
Ancora Advisors
Ohio
$5.66M -$23.7K -242 -0.4%
WMP
49
Wealth Management Partners
Arizona
$5.65M -$495K -5,050 -8%
PCIA
50
Prime Capital Investment Advisors
Kansas
$5.63M -$57.6K -587 -1%
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