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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
67
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
AF
2
Allworth Financial
California
$185M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$102M
5
KA
5
Kozak & Associates
Colorado
$19.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.9M
3
Wells Fargo
3
Wells Fargo
California
$30.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$2.57M +$650K +8,313 +34%
LFAS
52
Level Four Advisory Services
Texas
$2.21M +$214K +2,740 +11%
CPRC
53
Consolidated Portfolio Review Corp
New York
$2.07M +$2.07M +26,510 New
Truist Financial
54
Truist Financial
North Carolina
$2.05M +$13.8K +176 +0.7%
SWM
55
Solano Wealth Management
California
$2.05M -$6.02K -77 -0.3%
RA
56
Rodgers & Associates
Pennsylvania
$1.93M -$4.69K -60 -0.2%
Stifel Financial
57
Stifel Financial
Missouri
$1.84M +$193K +2,476 +12%
BCM
58
Brookstone Capital Management
Illinois
$1.84M +$63K +811 +4%
Goldman Sachs
59
Goldman Sachs
New York
$1.8M -$120K -1,540 -6%
GWM
60
Geneos Wealth Management
Colorado
$1.7M +$104K +1,325 +6%
LNC
61
Lincoln National Corp
Pennsylvania
$1.68M +$30.9K +395 +2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.63M -$122K -1,568 -7%
FAIM
63
Financial Advocates Investment Management
Washington
$1.51M +$49.5K +633 +3%
ACMA
64
Arbor Capital Management (Alaska)
Alaska
$1.38M -$65.4K -2,868 -5%
IWM
65
IHT Wealth Management
Illinois
$1.35M -$31.3K -401 -2%
NA
66
NewEdge Advisors
Louisiana
$1.26M +$310K +3,972 +33%
PFS
67
Prospera Financial Services
Texas
$1.15M +$912K +11,675 +382%
AF
68
Advisornet Financial
Minnesota
$1.12M +$654K +8,365 +141%
SPC
69
Sigma Planning Corp
Michigan
$1.11M +$49.7K +636 +5%
SPIA
70
Steward Partners Investment Advisory
New York
$1.05M +$14.5K +185 +1%
IWC
71
Integrated Wealth Concepts
Massachusetts
$1.02M +$52.6K +673 +5%
GRP
72
Global Retirement Partners
California
$1.02M +$732K +9,507 +255%
DAS
73
Dynamic Advisor Solutions
Arizona
$977K +$107K +1,374 +12%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$974K +$153K +1,957 +19%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$943K -$38.8K -496 -4%
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3
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