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Invesco S&P 500 Revenue ETF

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$711K +$2.89K +38 +0.4%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$628K -$1.9K -25 -0.3%
AWA
78
Acorn Wealth Advisors
Michigan
$602K -$43.8K -575 -7%
SF
79
Synovus Financial
Georgia
$561K +$561K +7,377 New
CAM
80
Cozad Asset Management
Illinois
$556K
CA
81
Cetera Advisors
Colorado
$550K +$93.5K +1,229 +21%
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$549K -$42.1K -553 -7%
MCC
83
Money Concepts Capital
Florida
$549K +$257K +29,964 +88%
BWP
84
Baldwin Wealth Partners
Massachusetts
$534K
FAM
85
Flaharty Asset Management
Florida
$521K +$837 +11 +0.2%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$489K -$1.84M -24,199 -79%
KM
87
Kalos Management
Georgia
$457K -$241K -3,162 -35%
KCFA
88
Key Client Fiduciary Advisors
New Jersey
$426K +$111K +1,457 +35%
Bessemer Group
89
Bessemer Group
New Jersey
$420K
OMC
90
Old Mission Capital
Illinois
$381K +$381K +5,001 New
AAG
91
Armstrong Advisory Group
Massachusetts
$377K
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$685 +9 +0.2%
AWM
93
Accurate Wealth Management
Florida
$370K
AAS
94
Ameritas Advisory Services
Nebraska
$365K
SPL
95
Smart Portfolios LLC
Washington
$365K -$7.99K -105 -2%
MA
96
MONECO Advisors
Connecticut
$363K
DW
97
Domani Wealth
Pennsylvania
$326K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$312K -$158K -2,079 -34%
BWP
99
Balboa Wealth Partners
Arizona
$306K
AIP
100
Ameritas Investment Partners
Nebraska
$290K +$46.8K +615 +19%