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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$840K +$31.8K +398 +4%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$813K
AWA
78
Acorn Wealth Advisors
Michigan
$780K +$147K +1,842 +23%
CCA
79
Cora Capital Advisors
New Jersey
$751K
CA
80
Cetera Advisors
Colorado
$739K +$161K +2,016 +28%
CI
81
CX Institutional
Indiana
$726K +$726K +9,070 New
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$661K
SCA
83
Snowden Capital Advisors
New York
$653K -$289K -3,615 -31%
SF
84
Synovus Financial
Georgia
$593K +$3.28K +41 +0.6%
CAM
85
Cozad Asset Management
Illinois
$584K
BWP
86
Baldwin Wealth Partners
Massachusetts
$561K
MFGM
87
Marshall Financial Group (Maryland)
Maryland
$552K -$25.2K -315 -4%
FAM
88
Flaharty Asset Management
Florida
$549K +$800 +10 +0.1%
KM
89
Kalos Management
Georgia
$478K -$1.84K -23 -0.4%
AF
90
Advisornet Financial
Minnesota
$474K +$345K +4,313 +267%
KCFA
91
Key Client Fiduciary Advisors
New Jersey
$459K +$11.1K +139 +2%
Bessemer Group
92
Bessemer Group
New Jersey
$442K
Creative Planning
93
Creative Planning
Kansas
$430K +$137K +1,711 +47%
AWM
94
Accurate Wealth Management
Florida
$422K +$32.9K +408 +8%
AAG
95
Armstrong Advisory Group
Massachusetts
$397K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$392K +$63.7K +796 +19%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$383K -$7.44K -93 -2%
MA
98
MONECO Advisors
Connecticut
$382K
AAS
99
Ameritas Advisory Services
Nebraska
$380K
BAM
100
Belpointe Asset Management
Nevada
$378K -$369K -4,611 -49%