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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$2.04M +$2.04M +25,500 New
RA
52
Rodgers & Associates
Pennsylvania
$1.98M -$37.1K -464 -2%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$834K -10,423 -30%
Goldman Sachs
54
Goldman Sachs
New York
$1.97M +$436K +5,456 +29%
RJA
55
Raymond James & Associates
Florida
$1.89M +$8.4K +105 +0.4%
BCM
56
Brookstone Capital Management
Illinois
$1.81M -$612K -7,737 -25%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.8M -$219K -2,731 -11%
LNC
58
Lincoln National Corp
Pennsylvania
$1.69M +$174K +2,175 +11%
Stifel Financial
59
Stifel Financial
Missouri
$1.69M -$892K -11,148 -35%
VA
60
Valmark Advisers
Ohio
$1.68M -$1.95M -24,380 -54%
GWM
61
Geneos Wealth Management
Colorado
$1.63M +$111K +1,386 +7%
MCC
62
Money Concepts Capital
Florida
$1.6M -$3.51M -43,891 -69%
ACMA
63
Arbor Capital Management (Alaska)
Alaska
$1.6M +$3.43K +136 +0.2%
FAIM
64
Financial Advocates Investment Management
Washington
$1.5M -$148K -1,844 -9%
IWM
65
IHT Wealth Management
Illinois
$1.42M -$38K -475 -3%
WWM
66
Western Wealth Management
Colorado
$1.31M -$48.2K -603 -4%
EWA
67
EverSource Wealth Advisors
Alabama
$1.23M +$402K +5,027 +49%
SPC
68
Sigma Planning Corp
Michigan
$1.08M -$86.4K -1,080 -7%
SPIA
69
Steward Partners Investment Advisory
New York
$1.06M -$37.4K -468 -3%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$1M -$214K -2,673 -18%
IWC
71
Integrated Wealth Concepts
Massachusetts
$989K -$125K -1,562 -11%
NA
72
NewEdge Advisors
Louisiana
$977K -$252K -3,147 -20%
NL
73
NWAM LLC
Washington
$905K +$690K +8,631 +321%
DAS
74
Dynamic Advisor Solutions
Arizona
$890K +$133K +1,659 +18%
GVAG
75
Great Valley Advisor Group
Delaware
$848K +$38.9K +486 +5%