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Invesco S&P 500 Revenue ETF

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
101
E&G Advisors
Texas
$289K
KPWS
102
Kestra Private Wealth Services
Texas
$280K
RJT
103
Raymond James Trust
Florida
$279K
Creative Planning
104
Creative Planning
Kansas
$279K +$279K +3,665 New
HighTower Advisors
105
HighTower Advisors
Illinois
$255K -$29.4K -388 -10%
DI
106
Diligent Investors
California
$253K +$381 +5 +0.2%
ECG
107
Edge Capital Group
Georgia
$246K
PFS
108
Prospera Financial Services
Texas
$232K +$3.96K +52 +2%
JCM
109
Jacobi Capital Management
Pennsylvania
$226K +$837 +11 +0.4%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$222K +$6.09K +80 +3%
MA
111
Montag & Associates
Georgia
$216K +$1.07K +14 +0.5%
HP
112
Hilltop Partners
Indiana
$212K +$761 +10 +0.4%
PCM
113
Parsons Capital Management
Rhode Island
$210K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$206K -$33.2K -436 -14%
NL
115
NWAM LLC
Washington
$204K +$204K +2,686 New
BBHC
116
Brown Brothers Harriman & Co
New York
$166K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$150K +$16.3K +215 +12%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$147K -$22.8K -300 -13%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$145K +$145K +1,910 New
PTC
120
Private Trust Company
Ohio
$129K +$7.61K +100 +6%
HNB
121
Huntington National Bank
Ohio
$129K -$125K
AF
122
Advisornet Financial
Minnesota
$123K +$79.4K +1,043 +182%
ASN
123
Advisory Services Network
Georgia
$122K -$49.1K -645 -29%
PK
124
Pflug Koory
Nebraska
$118K
MPCG
125
Matrix Private Capital Group
New York
$97.3K