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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
67
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
AF
2
Allworth Financial
California
$185M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$102M
5
KA
5
Kozak & Associates
Colorado
$19.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.9M
3
Wells Fargo
3
Wells Fargo
California
$30.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$393K +$23.4K +300 +6%
SCA
102
Snowden Capital Advisors
New York
$392K -$246K -3,143 -39%
AAG
103
Armstrong Advisory Group
Massachusetts
$387K – – –
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$375K +$625 +8 +0.2%
GCP
105
GSA Capital Partners
United Kingdom
$346K +$29.4K +376 +9%
SC
106
Savant Capital
Illinois
$325K – – –
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$321K -$61.5K -788 -16%
TSS
108
Two Sigma Securities
New York
$310K +$310K +3,964 New
AIP
109
Ameritas Investment Partners
Nebraska
$303K -$3.52K -45 -1%
HighTower Advisors
110
HighTower Advisors
Illinois
$301K +$55.2K +707 +22%
EGA
111
E&G Advisors
Texas
$297K – – –
KPWS
112
Kestra Private Wealth Services
Texas
$287K – – –
RJT
113
Raymond James Trust
Florida
$286K – – –
Creative Planning
114
Creative Planning
Kansas
$280K -$141K -1,798 -33%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$274K +$274K +3,508 New
DI
116
Diligent Investors
California
$260K +$313 +4 +0.1%
ECG
117
Edge Capital Group
Georgia
$253K – – –
PSF
118
Pacific Sun Financial
California
$252K – – –
LC
119
Landaas & Company
Wisconsin
$241K +$241K +3,088 New
JCM
120
Jacobi Capital Management
Pennsylvania
$234K +$859 +11 +0.4%
ASN
121
Advisory Services Network
Georgia
$225K +$225K +2,883 New
MA
122
Montag & Associates
Georgia
$224K +$860 +11 +0.4%
HP
123
Hilltop Partners
Indiana
$218K -$156 -2 -0.1%
PCM
124
Parsons Capital Management
Rhode Island
$216K – – –
FTS
125
Fifth Third Securities
Ohio
$212K +$212K +2,709 New
3 4
5
6 7