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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$397M
2
LPL Financial
2
LPL Financial
California
$210M
3
Ameriprise
3
Ameriprise
Minnesota
$137M
4
Bank of America
4
Bank of America
North Carolina
$125M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.8M

Top Sellers

1
PIA
1
Perennial Investment Advisors
California
$2.54M
2
RW
2
RVW Wealth
California
$5.8M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$9.28M
5
SPC
5
Sigma Planning Corp
Michigan
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.03M -$596K -6,981 -16%
KLI
52
Kelman-Lazarov Inc
Tennessee
$2.95M -$118K -1,381 -4%
BSW
53
Buckingham Strategic Wealth
Missouri
$2.68M -$191K -2,243 -7%
PIA
54
Perennial Investment Advisors
California
$2.54M -$2.04M -23,869 -44%
GWM
55
Geneos Wealth Management
Colorado
$2.4M +$542K +6,351 +29%
AF
56
Advisornet Financial
Minnesota
$2.35M +$1.13M +13,222 +93%
CPRC
57
Consolidated Portfolio Review Corp
New York
$2.28M +$14K +164 +0.6%
SWM
58
Solano Wealth Management
California
$2.26M +$15K +176 +0.7%
Truist Financial
59
Truist Financial
North Carolina
$2.24M -$3.84K -45 -0.2%
BCM
60
Brookstone Capital Management
Illinois
$2.18M +$157K +1,837 +8%
Goldman Sachs
61
Goldman Sachs
New York
$2.13M +$168K +1,972 +9%
RA
62
Rodgers & Associates
Pennsylvania
$2.07M -$42.4K -497 -2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.99M +$879K +10,295 +79%
LNC
64
Lincoln National Corp
Pennsylvania
$1.89M +$48.1K +564 +3%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.79M +$12.1K +142 +0.7%
LFAS
66
Level Four Advisory Services
Texas
$1.76M -$648K -7,591 -27%
FAIM
67
Financial Advocates Investment Management
Washington
$1.67M +$17.7K +207 +1%
KA
68
Kovack Advisors
Florida
$1.62M +$1.62M +18,960 New
NFG
69
Nations Financial Group
Iowa
$1.52M +$1.03M +12,100 +211%
ACMA
70
Arbor Capital Management (Alaska)
Alaska
$1.49M -$61.5K -2,396 -4%
IWM
71
IHT Wealth Management
Illinois
$1.47M -$3.41K -40 -0.2%
NA
72
NewEdge Advisors
Louisiana
$1.37M -$17K -199 -1%
Prudential Financial
73
Prudential Financial
New Jersey
$1.35M +$736K +8,623 +119%
PFS
74
Prospera Financial Services
Texas
$1.33M +$72.5K +849 +6%
SPIA
75
Steward Partners Investment Advisory
New York
$1.3M +$150K +1,754 +13%
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3
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