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Invesco S&P 500 Revenue ETF

193 hedge funds and large institutions have $2.11B invested in Invesco S&P 500 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more capital invested

Capital invested by funds: $1.92B → $2.11B (+$184M)

3% more funds holding

Funds holding: 188193 (+5)

0.37% less ownership

Funds ownership: 64.4%64.03% (-0.37%)

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
20
Increased
88
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$793K +$14.6K +159 +2%
AWA
102
Acorn Wealth Advisors
Michigan
$788K
Renaissance Technologies
103
Renaissance Technologies
New York
$722K -$1.33M -14,500 -65%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$702K -$1.11M -12,063 -61%
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$697K +$53.9K +587 +8%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$692K +$686K +7,471 New
OWP
107
Obermeyer Wealth Partners
Colorado
$682K +$676K +7,362 New
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$668K +$130K +1,416 +24%
BWP
109
Baldwin Wealth Partners
Massachusetts
$649K
ACP
110
Aveo Capital Partners
Colorado
$637K -$219K -2,388 -26%
CAM
111
Cozad Asset Management
Illinois
$625K -$50.5K -550 -8%
FAM
112
Flaharty Asset Management
Florida
$608K -$4.77K -52 -0.8%
VWA
113
Visionary Wealth Advisors
Illinois
$525K +$520K +5,666 New
Bessemer Group
114
Bessemer Group
New Jersey
$511K
HighTower Advisors
115
HighTower Advisors
Illinois
$508K +$4.59K +50 +0.9%
AWM
116
Accurate Wealth Management
Florida
$496K
MSG
117
Main Street Group
Virginia
$495K +$1.47K +16 +0.3%
GCP
118
GSA Capital Partners
United Kingdom
$481K -$13.5K -147 -3%
EGA
119
E&G Advisors
Texas
$476K +$137K +1,490 +41%
RFN
120
Redwood Financial Network
Ohio
$475K +$72.5K +790 +18%
RJT
121
Raymond James Trust
Florida
$473K +$90K +980 +24%
UAG
122
United Advisor Group
Ohio
$473K +$129K +1,404 +38%
Creative Planning
123
Creative Planning
Kansas
$466K -$232K -2,531 -33%
AAG
124
Armstrong Advisory Group
Massachusetts
$459K
MCC
125
Money Concepts Capital
Florida
$457K -$240K -2,617 -35%