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Invesco S&P 500 Revenue ETF

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Solano Wealth Management
California
$2.1M +$2.1M +27,650 New
Truist Financial
52
Truist Financial
North Carolina
$2.02M -$19.1K -251 -0.9%
RA
53
Rodgers & Associates
Pennsylvania
$1.92M -$107K -1,404 -5%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.92M -$61.6K -810 -3%
RJA
55
Raymond James & Associates
Florida
$1.79M -$440K -5,779 -20%
ACMA
56
Arbor Capital Management (Alaska)
Alaska
$1.59M +$57.3K +2,277 +4%
FAIM
57
Financial Advocates Investment Management
Washington
$1.57M +$479K +6,299 +44%
Citadel Advisors
58
Citadel Advisors
Florida
$1.47M +$1.47M +19,376 New
Goldman Sachs
59
Goldman Sachs
New York
$1.45M +$1.45M +19,112 New
GWM
60
Geneos Wealth Management
Colorado
$1.45M +$411K +5,398 +40%
LNC
61
Lincoln National Corp
Pennsylvania
$1.44M +$391K +5,140 +37%
IWM
62
IHT Wealth Management
Illinois
$1.38M +$176K +2,313 +15%
WWM
63
Western Wealth Management
Colorado
$1.3M -$32K -420 -2%
NA
64
NewEdge Advisors
Louisiana
$1.16M +$50.3K +664 +5%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.16M -$701K -9,212 -38%
SPC
66
Sigma Planning Corp
Michigan
$1.11M -$111K -1,461 -9%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.06M +$257K +3,377 +32%
SPIA
68
Steward Partners Investment Advisory
New York
$1.04M +$40K +525 +4%
SCA
69
Snowden Capital Advisors
New York
$896K -$20.9K -275 -2%
EWA
70
EverSource Wealth Advisors
Alabama
$784K +$33.6K +441 +4%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$773K
GVAG
72
Great Valley Advisor Group
Delaware
$769K +$21.8K +286 +3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$769K -$14.1K -185 -2%
DAS
74
Dynamic Advisor Solutions
Arizona
$720K +$106K +1,387 +17%
CCA
75
Cora Capital Advisors
New Jersey
$715K