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Invesco S&P 500 Revenue ETF

150 hedge funds and large institutions have $976M invested in Invesco S&P 500 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
55
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFGM
76
Marshall Financial Group (Maryland)
Maryland
$574K 7,767 -1,907 -20%
CAM
77
Cozad Asset Management
Illinois
$540K 7,300 -50 -0.7%
BWP
78
Baldwin Wealth Partners
Massachusetts
$518K 7,012
FAM
79
Flaharty Asset Management
Florida
$506K 6,838 -940 -12%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$457K 6,185 +234 +4%
CA
81
Cetera Advisors
Colorado
$443K 5,995 +1,533 +34%
Bessemer Group
82
Bessemer Group
New Jersey
$408K 5,520
AWM
83
Accurate Wealth Management
Florida
$367K 4,837 +4,837 New
AAG
84
Armstrong Advisory Group
Massachusetts
$367K 4,959 +4,959 New
SPL
85
Smart Portfolios LLC
Washington
$362K 4,901 +4,901 New
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$360K 4,869 +27 +0.6%
AAS
87
Ameritas Advisory Services
Nebraska
$355K 4,801
MA
88
MONECO Advisors
Connecticut
$353K 4,772
DW
89
Domani Wealth
Pennsylvania
$317K 4,284
KCFA
90
Key Client Fiduciary Advisors
New Jersey
$307K 4,146 +806 +24%
TSS
91
Two Sigma Securities
New York
$299K 4,048 +4,048 New
BWP
92
Balboa Wealth Partners
Arizona
$297K 4,015
EGA
93
E&G Advisors
Texas
$281K 3,800
HighTower Advisors
94
HighTower Advisors
Illinois
$277K 3,759 +277 +8%
KPWS
95
Kestra Private Wealth Services
Texas
$272K 3,673
RJT
96
Raymond James Trust
Florida
$271K 3,660
OC
97
Oppenheimer & Co
New York
$269K 3,632 +3,632 New
IA
98
IAM Advisory
Pennsylvania
$250K 3,378 +3,378 New
DI
99
Diligent Investors
California
$245K 3,316 -100 -3%
ECG
100
Edge Capital Group
Georgia
$239K 3,236