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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

241 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, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
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
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$120M
2
LPL Financial
2
LPL Financial
California
$391M
3
IAA
3
Independent Advisor Alliance
North Carolina
$21.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52.9M
5
MFG
5
Merit Financial Group
Georgia
$16.4M

Top Sellers

1
AF
1
Allworth Financial
California
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.36M
3
SWP
3
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
4
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$15.1M +$1.45M +14,760 +11%
TFS
27
Thoroughbred Financial Services
Tennessee
$14.7M +$615K +6,277 +4%
ACA
28
Aspire Capital Advisors
Washington
$14.5M +$539K +5,509 +4%
DWM
29
Denver Wealth Management
Colorado
$14.3M +$317K +3,241 +2%
KAS
30
Kestra Advisory Services
Texas
$14.2M +$6.25M +63,779 +78%
PAG
31
Private Advisor Group
New Jersey
$13.8M +$3.89M +39,774 +39%
IPA
32
Investment Planning Advisors
Georgia
$13.8M -$439K -4,488 -3%
GRP
33
Global Retirement Partners
California
$13.7M +$1.7M +17,354 +14%
EWA
34
EverSource Wealth Advisors
Alabama
$13.5M +$271K +2,769 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$13.3M -$2.43M -24,772 -15%
MML Investors Services
36
MML Investors Services
Massachusetts
$12.5M +$198K +2,021 +2%
CCA
37
Cadent Capital Advisors
Oklahoma
$12.3M +$68.3K +697 +0.6%
Goldman Sachs
38
Goldman Sachs
New York
$11.8M +$8.54M +87,262 +264%
FA
39
Fermata Advisors
California
$10.3M +$1.33M +13,610 +15%
RBWA
40
RFG - Bristol Wealth Advisors
Massachusetts
$9.76M +$9.76M +99,698 New
HI
41
Harbour Investments
Wisconsin
$9.76M +$503K +5,134 +5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.62M +$407K +4,156 +4%
LCWP
43
Legacy Capital Wealth Partners
Arkansas
$8.66M -$1.93M -20,890 -18%
TC
44
TFR Capital
Texas
$8.52M +$8.52M +87,026 New
SWP
45
Stratos Wealth Partners
Ohio
$7.85M -$9.27M -94,690 -54%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$7.63M -$671K -6,857 -8%
MA
47
MONECO Advisors
Connecticut
$7.48M +$429K +4,385 +6%
RCA
48
Resonant Capital Advisors
Wisconsin
$7.25M – – –
MHFA
49
Mission Hills Financial Advisory
California
$6.58M +$800K +8,170 +14%
WWM
50
Western Wealth Management
Colorado
$6.44M +$128K +1,306 +2%
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