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Invesco S&P 500 Revenue ETF

242 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, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
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
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
AssuredPartners Investment Advisors
Florida
$3.36M +$3.44M +34,303 New
BCM
77
Brookstone Capital Management
Illinois
$3.34M -$229K -2,287 -6%
KLI
78
Kelman-Lazarov Inc
Tennessee
$3.3M +$41.3K +412 +1%
AWA
79
Amplius Wealth Advisors
Pennsylvania
$3.2M -$40.9K -408 -1%
SA
80
Sanctuary Advisors
Indiana
$3.18M +$62.2K +621 +2%
TCWM
81
Total Clarity Wealth Management
Illinois
$3.04M +$3.11M +31,010 New
ACM
82
Absolute Capital Management
Pennsylvania
$3.02M -$1.69M -16,870 -35%
Truist Financial
83
Truist Financial
North Carolina
$2.96M +$92.9K +927 +3%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$2.95M
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.91M +$2.97M +29,677 New
NFG
86
Nations Financial Group
Iowa
$2.82M -$81.1K -809 -3%
AWM
87
AE Wealth Management
Kansas
$2.81M +$556K +5,544 +24%
EFS
88
Essex Financial Services
Connecticut
$2.77M +$624K +6,232 +28%
FAIM
89
Financial Advocates Investment Management
Washington
$2.72M +$435K +4,344 +19%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$2.42M +$274K +2,730 +12%
RA
91
Rodgers & Associates
Pennsylvania
$2.34M -$56.2K -561 -2%
KWM
92
Kingsview Wealth Management
Oregon
$2.26M +$2.04M +20,384 +743%
P
93
&Partners
Tennessee
$2.2M +$867K +8,648 +64%
IWM
94
IHT Wealth Management
Illinois
$2.15M -$1.13M -11,258 -34%
AI
95
Atria Investments
North Carolina
$2.13M +$59.7K +596 +3%
SWIA
96
Solano Wealth Investment Advisors
California
$2.06M +$2.11M +21,061 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.91M -$3.81K -38 -0.2%
KCFA
98
Key Client Fiduciary Advisors
New Jersey
$1.82M +$98.7K +985 +6%
KA
99
Kovack Advisors
Florida
$1.71M +$6.31K +63 +0.4%
NA
100
NewEdge Advisors
Louisiana
$1.66M -$32K -319 -2%