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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$15.1M +$1.48M +14,760 +11%
TFS
27
Thoroughbred Financial Services
Tennessee
$14.7M +$629K +6,277 +4%
ACA
28
Aspire Capital Advisors
Washington
$14.5M +$552K +5,509 +4%
DWM
29
Denver Wealth Management
Colorado
$14.3M +$325K +3,241 +2%
KAS
30
Kestra Advisory Services
Texas
$14.2M +$6.39M +63,779 +78%
PAG
31
Private Advisor Group
New Jersey
$13.8M +$3.99M +39,774 +39%
IPA
32
Investment Planning Advisors
Georgia
$13.8M -$450K -4,488 -3%
GRP
33
Global Retirement Partners
California
$13.7M +$1.74M +17,354 +14%
EWA
34
EverSource Wealth Advisors
Alabama
$13.5M +$277K +2,769 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$13.3M -$2.48M -24,772 -15%
MML Investors Services
36
MML Investors Services
Massachusetts
$12.5M +$203K +2,021 +2%
CCA
37
Cadent Capital Advisors
Oklahoma
$12.3M +$69.8K +697 +0.6%
Goldman Sachs
38
Goldman Sachs
New York
$11.8M +$8.74M +87,262 +264%
FA
39
Fermata Advisors
California
$10.3M +$1.36M +13,610 +15%
RBWA
40
RFG - Bristol Wealth Advisors
Massachusetts
$9.76M +$9.99M +99,698 New
HI
41
Harbour Investments
Wisconsin
$9.76M +$514K +5,134 +5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.62M +$416K +4,156 +4%
LCWP
43
Legacy Capital Wealth Partners
Arkansas
$8.66M -$2.09M -20,890 -18%
TC
44
TFR Capital
Texas
$8.52M +$8.72M +87,026 New
SWP
45
Stratos Wealth Partners
Ohio
$7.85M -$9.49M -94,690 -54%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.63M -$687K -6,857 -8%
MA
47
MONECO Advisors
Connecticut
$7.48M +$439K +4,385 +6%
RCA
48
Resonant Capital Advisors
Wisconsin
$7.25M
MHFA
49
Mission Hills Financial Advisory
California
$6.58M +$819K +8,170 +14%
WWM
50
Western Wealth Management
Colorado
$6.44M +$131K +1,306 +2%