RWL icon

Invesco S&P 500 Revenue ETF

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$1.24M +$181K +2,120 +17%
DAS
77
Dynamic Advisor Solutions
Arizona
$1.1M +$40K +470 +4%
Renaissance Technologies
78
Renaissance Technologies
New York
$1.08M +$1.08M +12,600 New
NL
79
NWAM LLC
Washington
$1.04M +$115K +1,348 +12%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$1.01M -$19.8K -232 -2%
Comerica Bank
81
Comerica Bank
Texas
$986K +$1.79K +21 +0.2%
GVAG
82
Great Valley Advisor Group
Delaware
$930K -$46.9K -549 -5%
CIA
83
Concurrent Investment Advisors
Florida
$881K +$881K +10,326 New
Fiera Capital (Canada)
84
Fiera Capital (Canada)
Quebec, Canada
$867K
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$832K +$532K +6,237 +178%
CCA
86
Cora Capital Advisors
New Jersey
$801K
KCFA
87
Key Client Fiduciary Advisors
New Jersey
$762K +$24.1K +282 +3%
CA
88
Cetera Advisors
Colorado
$707K -$84.4K -989 -11%
MCC
89
Money Concepts Capital
Florida
$706K -$259K -3,035 -27%
AWA
90
Acorn Wealth Advisors
Michigan
$695K -$94.4K -1,106 -12%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$658K +$658K +7,714 New
CAM
92
Cozad Asset Management
Illinois
$623K
BWP
93
Baldwin Wealth Partners
Massachusetts
$598K
SCA
94
Snowden Capital Advisors
New York
$594K +$166K +1,944 +39%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$591K +$256 +3 +0%
FAM
96
Flaharty Asset Management
Florida
$587K +$939 +11 +0.2%
HighTower Advisors
97
HighTower Advisors
Illinois
$526K +$197K +2,307 +60%
Creative Planning
98
Creative Planning
Kansas
$489K +$184K +2,154 +60%
PS
99
Principal Securities
Iowa
$488K +$488K +5,718 New
Bessemer Group
100
Bessemer Group
New Jersey
$471K