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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$177M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
3
LPL Financial
California
$245M
4
CCA
4
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
5
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
AF
4
Allworth Financial
California
$218M
5
AWM
5
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$1.71M +$346K +3,694 +25%
AWM
77
AE Wealth Management
Kansas
$1.71M -$3.44M -36,691 -67%
KA
78
Kovack Advisors
Florida
$1.62M -$159K -1,699 -9%
IWM
79
IHT Wealth Management
Illinois
$1.6M -$20.2K -216 -1%
NL
80
NWAM LLC
Washington
$1.43M +$314K +3,435 +28%
PFS
81
Prospera Financial Services
Texas
$1.4M -$56.2K -600 -4%
SPIA
82
Steward Partners Investment Advisory
New York
$1.22M -$207K -2,205 -15%
DAS
83
Dynamic Advisor Solutions
Arizona
$1.19M -$24.7K -264 -2%
NA
84
NewEdge Advisors
Louisiana
$1.19M -$308K -3,287 -21%
EAM
85
Empirical Asset Management
Massachusetts
$1.17M +$1.17M +12,440 New
CIA
86
Concurrent Investment Advisors
Florida
$1.14M +$176K +1,879 +18%
KCFA
87
Key Client Fiduciary Advisors
New Jersey
$1.12M +$284K +3,032 +34%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$1.11M +$2.44K +26 +0.2%
Comerica Bank
89
Comerica Bank
Texas
$1.09M +$10.4K +111 +1%
SPC
90
Sigma Planning Corp
Michigan
$1.09M +$612K +6,532 +128%
GVAG
91
Great Valley Advisor Group
Delaware
$1.06M +$43.3K +462 +4%
AI
92
Atria Investments
North Carolina
$1.06M +$1.06M +11,282 New
Fiera Capital (Canada)
93
Fiera Capital (Canada)
Quebec, Canada
$952K – – –
CCA
94
Cora Capital Advisors
New Jersey
$880K – – –
ACP
95
Aveo Capital Partners
Colorado
$839K +$839K +9,267 New
CA
96
Cetera Advisors
Colorado
$819K +$42.3K +451 +5%
AWA
97
Acorn Wealth Advisors
Michigan
$797K +$33.3K +355 +4%
SCA
98
Snowden Capital Advisors
New York
$787K +$135K +1,439 +21%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$741K +$18.5K +197 +3%
US Bancorp
100
US Bancorp
Minnesota
$731K +$684K +7,298 +1,460%
2 3
4
5 6