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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

241 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$120M
2
LPL Financial
2
LPL Financial
California
$391M
3
IAA
3
Independent Advisor Alliance
North Carolina
$21.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$52.9M
5
MFG
5
Merit Financial Group
Georgia
$16.4M

Top Sellers

1
AF
1
Allworth Financial
California
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.36M
3
SWP
3
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
4
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
76
AssuredPartners Investment Advisors
Florida
$3.36M +$3.36M +34,303 New
BCM
77
Brookstone Capital Management
Illinois
$3.34M -$224K -2,287 -6%
KLI
78
Kelman-Lazarov Inc
Tennessee
$3.3M +$40.3K +412 +1%
AWA
79
Amplius Wealth Advisors
Pennsylvania
$3.2M -$40K -408 -1%
SA
80
Sanctuary Advisors
Indiana
$3.18M +$64.2K +621 +2%
TCWM
81
Total Clarity Wealth Management
Illinois
$3.04M +$3.04M +31,010 New
ACM
82
Absolute Capital Management
Pennsylvania
$3.02M -$1.65M -16,870 -35%
Truist Financial
83
Truist Financial
North Carolina
$2.96M +$90.8K +927 +3%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$2.95M – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.91M +$2.91M +29,677 New
NFG
86
Nations Financial Group
Iowa
$2.82M -$79.2K -809 -3%
AWM
87
AE Wealth Management
Kansas
$2.81M +$543K +5,544 +24%
EFS
88
Essex Financial Services
Connecticut
$2.77M +$610K +6,232 +28%
FAIM
89
Financial Advocates Investment Management
Washington
$2.72M +$425K +4,344 +19%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$2.42M +$267K +2,730 +12%
RA
91
Rodgers & Associates
Pennsylvania
$2.34M -$54.9K -561 -2%
KWM
92
Kingsview Wealth Management
Oregon
$2.26M +$2M +20,384 +743%
P
93
&Partners
Tennessee
$2.2M +$855K +8,648 +64%
IWM
94
IHT Wealth Management
Illinois
$2.15M -$1.1M -11,258 -34%
AI
95
Atria Investments
North Carolina
$2.13M +$58.4K +596 +3%
SWIA
96
Solano Wealth Investment Advisors
California
$2.06M +$2.06M +21,061 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.91M -$3.72K -38 -0.2%
KCFA
98
Key Client Fiduciary Advisors
New Jersey
$1.82M +$96.5K +985 +6%
KA
99
Kovack Advisors
Florida
$1.71M +$6.17K +63 +0.4%
NA
100
NewEdge Advisors
Louisiana
$1.66M -$31.2K -319 -2%
2 3
4
5 6