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Invesco S&P 500 Revenue ETF

150 hedge funds and large institutions have $976M invested in Invesco S&P 500 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
55
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$239K 3,139
PSF
102
Pacific Sun Financial
California
$238K 3,219
AIP
103
Ameritas Investment Partners
Nebraska
$236K 3,192 -415 -12%
LWAC
104
Laurel Wealth Advisors (California)
California
$231K 3,120 +28 +0.9%
PWMG
105
Provence Wealth Management Group
California
$225K 3,040
PFS
106
Prospera Financial Services
Texas
$222K 3,001 -118 -4%
JCM
107
Jacobi Capital Management
Pennsylvania
$219K 2,964 +2,964 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$210K 2,837 -300 -10%
MA
109
Montag & Associates
Georgia
$209K 2,827 +11 +0.4%
HP
110
Hilltop Partners
Indiana
$205K 2,775 +2,775 New
PCM
111
Parsons Capital Management
Rhode Island
$204K 2,760 +2,760 New
CF
112
Centaurus Financial
California
$182K 2,463 +3 +0.1%
ASN
113
Advisory Services Network
Georgia
$166K 2,249 +2,249 New
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$165K 2,226 +926 +71%
BBHC
115
Brown Brothers Harriman & Co
New York
$161K 2,176
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$130K 1,760 -419 -19%
HNB
117
Huntington National Bank
Ohio
PTC
118
Private Trust Company
Ohio
$118K 1,600
PK
119
Pflug Koory
Nebraska
$114K 1,548
RIA
120
Realta Investment Advisors
Delaware
$107K 1,453 +406 +39%
MPCG
121
Matrix Private Capital Group
New York
$94.5K 1,278
LC
122
Lindbrook Capital
California
$92.4K 1,250
GI
123
Gradient Investments
Minnesota
$69K 933 +808 +646%
HIA
124
Harbor Investment Advisory
Maryland
$66K 893 -7 -0.8%
RCM
125
Raleigh Capital Management
North Carolina
$64.7K 875 +4 +0.5%