We are live on ! Find out more
RWL icon

Invesco S&P 500 Revenue ETF

193 hedge funds and large institutions have $2.11B invested in Invesco S&P 500 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more capital invested

Capital invested by funds: $1.92B → $2.11B (+$184M)

3% more funds holding

Funds holding: 188193 (+5)

0.37% less ownership

Funds ownership: 64.4%64.03% (-0.37%)

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
20
Increased
88
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$1.79M +$1.8M +19,655 New
IWM
77
IHT Wealth Management
Illinois
$1.77M +$194K +2,108 +12%
SW
78
Simplicity Wealth
New Jersey
$1.75M +$1.35M +14,652 +346%
NA
79
NewEdge Advisors
Louisiana
$1.7M +$519K +5,657 +45%
GS
80
GTS Securities
New York
$1.67M +$1.65M +17,978 New
EFS
81
Essex Financial Services
Connecticut
$1.62M +$1.4M +15,218 +629%
GPW
82
Gentry Private Wealth
Kansas
$1.55M +$1.53M +16,703 New
KA
83
Kovack Advisors
Florida
$1.55M -$53.2K -579 -3%
ACMA
84
Arbor Capital Management (Alaska)
Alaska
$1.4M +$5.06M +55,145 New
KCFA
85
Key Client Fiduciary Advisors
New Jersey
$1.33M +$216K +2,358 +20%
PFS
86
Prospera Financial Services
Texas
$1.28M -$103K -1,124 -8%
SPIA
87
Steward Partners Investment Advisory
New York
$1.21M +$4.96K +54 +0.4%
GVAG
88
Great Valley Advisor Group
Delaware
$1.16M +$110K +1,195 +11%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.14M +$43K +468 +4%
CIA
90
Concurrent Investment Advisors
Florida
$1.14M +$10.8K +118 +1%
EAM
91
Empirical Asset Management
Massachusetts
$1.14M -$16.1K -175 -1%
DAS
92
Dynamic Advisor Solutions
Arizona
$1.13M -$46.1K -502 -4%
SPC
93
Sigma Planning Corp
Michigan
$1.11M +$36.3K +395 +3%
AI
94
Atria Investments
North Carolina
$1.06M +$11.3K +123 +1%
US Bancorp
95
US Bancorp
Minnesota
$1M +$278K +3,025 +39%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$941K
LFAS
97
Level Four Advisory Services
Texas
$917K -$987K -10,754 -52%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$870K -$1.28M -13,964 -60%
CCA
99
Cora Capital Advisors
New Jersey
$870K
Comerica Bank
100
Comerica Bank
Texas
$857K -$221K -2,405 -21%