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Invesco S&P 500 Revenue ETF

242 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, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
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
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$6.36M -$9.98M -99,559 -61%
PCIA
52
Prime Capital Investment Advisors
Kansas
$6.1M +$494K +4,929 +9%
KPWS
53
Kestra Private Wealth Services
Texas
$6.08M +$1.42M +14,214 +30%
AAS
54
Ameritas Advisory Services
Nebraska
$6.04M +$1.14M +11,414 +23%
AC
55
Avestar Capital
New York
$5.86M +$6M +59,844 New
AWS
56
Atria Wealth Solutions
New York
$5.81M -$8.6M -85,873 -59%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$5.69M +$1.63M +16,265 +39%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$5.63M +$773K +7,718 +16%
AA
59
Ancora Advisors
Ohio
$5.58M -$73K -728 -1%
WMP
60
Wealth Management Partners
Arizona
$5.1M -$553K -5,523 -10%
RW
61
RVW Wealth
California
$4.9M -$152K -1,513 -3%
TPA
62
Trivium Point Advisory
Connecticut
$4.59M +$597K +5,960 +15%
GWM
63
Geneos Wealth Management
Colorado
$4.56M +$489K +4,876 +12%
IF
64
Intrua Financial
Texas
$4.55M +$4.65M +46,422 New
KWA
65
Kingswood Wealth Advisors
California
$4.47M +$2.16M +21,541 +89%
RPGNY
66
Retirement Planning Group (New York)
New York
$4.41M +$4.51M +45,002 New
NL
67
NWAM LLC
Washington
$4.35M +$1.78M +17,810 +67%
WIA
68
World Investment Advisors
California
$4.23M +$63.6K +635 +1%
PBF
69
Petix & Botte Financial
California
$4.18M +$4.28M +42,720 New
FFS
70
Forge Financial Services
Oklahoma
$4.11M +$4.02M +40,155 New
TF
71
Tompkins Financial
New York
$4.06M -$92.3K -921 -2%
PIA
72
Perennial Investment Advisors
California
$4.02M +$26.6K +265 +0.7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.59M +$208K +2,079 +6%
AF
74
Advisornet Financial
Minnesota
$3.42M +$295K +2,948 +9%
CPRC
75
Consolidated Portfolio Review Corp
New York
$3.4M +$273K +2,728 +9%