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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$397M
2
LPL Financial
2
LPL Financial
California
$210M
3
Ameriprise
3
Ameriprise
Minnesota
$137M
4
Bank of America
4
Bank of America
North Carolina
$125M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.8M

Top Sellers

1
PIA
1
Perennial Investment Advisors
California
$2.54M
2
RW
2
RVW Wealth
California
$5.8M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$9.28M
5
SPC
5
Sigma Planning Corp
Michigan
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Accurate Wealth Management
Florida
$448K – – –
MSG
102
Main Street Group
Virginia
$442K +$442K +5,182 New
GCP
103
GSA Capital Partners
United Kingdom
$441K +$63K +738 +17%
SPC
104
Sigma Planning Corp
Michigan
$435K -$772K -9,050 -64%
AAG
105
Armstrong Advisory Group
Massachusetts
$423K – – –
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$768 +9 +0.2%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$403K +$51.5K +603 +15%
RFN
108
Redwood Financial Network
Ohio
$358K +$358K +4,195 New
SC
109
Savant Capital
Illinois
$355K – – –
RJT
110
Raymond James Trust
Florida
$352K +$39.7K +465 +13%
AIP
111
Ameritas Investment Partners
Nebraska
$344K +$12.8K +150 +4%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$329K +$329K +3,861 New
KPWS
113
Kestra Private Wealth Services
Texas
$325K +$11.9K +140 +4%
EGA
114
E&G Advisors
Texas
$324K – – –
FTS
115
Fifth Third Securities
Ohio
$299K +$67.3K +789 +29%
DI
116
Diligent Investors
California
$277K -$7.17K -84 -3%
ECG
117
Edge Capital Group
Georgia
$276K – – –
PSF
118
Pacific Sun Financial
California
$275K – – –
LC
119
Landaas & Company
Wisconsin
$264K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$257K +$939 +11 +0.4%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$254K -$416K -4,870 -62%
Millennium Management
122
Millennium Management
New York
$251K +$251K +2,946 New
SRL
123
Scientech Research LLC
New Jersey
$251K +$251K +2,946 New
ASN
124
Advisory Services Network
Georgia
$246K – – –
MA
125
Montag & Associates
Georgia
$245K +$1.11K +13 +0.5%
3 4
5
6 7