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Invesco S&P 500 Revenue ETF

127 hedge funds and large institutions have $643M invested in Invesco S&P 500 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
42
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
76
Raymond James Trust
Florida
$293K
DI
77
Diligent Investors
California
$289K -$30.4K -380 -10%
PSF
78
Pacific Sun Financial
California
$263K -$6.17K -77 -2%
JCM
79
Jacobi Capital Management
Pennsylvania
$253K +$880 +11 +0.3%
AWA
80
Arkadios Wealth Advisors
Georgia
$247K +$87.2K +1,091 +55%
PWMG
81
Provence Wealth Management Group
California
$243K +$243K +3,040 New
WA
82
Wealth Alliance
New York
$238K +$238K +2,981 New
LWAC
83
Laurel Wealth Advisors (California)
California
$234K +$801 +10 +0.3%
MA
84
Montag & Associates
Georgia
$222K +$798 +10 +0.4%
PCM
85
Parsons Capital Management
Rhode Island
$221K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$214K +$1.5K +19 +0.7%
BAM
87
Belpointe Asset Management
Nevada
$212K -$92.7K -1,162 -30%
HNB
88
Huntington National Bank
Ohio
$209K -$190K
KWM
89
Kingsview Wealth Management
Oregon
$204K +$204K +2,554 New
MCC
90
Money Concepts Capital
Florida
$175K +$175K +2,191 New
TRCT
91
Tower Research Capital (TRC)
New York
$161K -$152K -1,907 -49%
HI
92
Hudock Inc
Pennsylvania
$121K +$399 +5 +0.3%
CF
93
Centaurus Financial
California
$115K +$115K +1,435 New
MPCG
94
Matrix Private Capital Group
New York
$102K
LC
95
Lindbrook Capital
California
$100K +$100K +1,250 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$83K +$83K +1,034 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$76K +$56.1K +700 +282%
HIA
98
Harbor Investment Advisory
Maryland
$73K -$3.21K -40 -4%
US Bancorp
99
US Bancorp
Minnesota
$58K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$56K -$27.1K -338 -33%