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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$1.53M +$118K +1,182 +8%
SW
102
Simplicity Wealth
New Jersey
$1.43M -$386K -3,849 -21%
EGA
103
E&G Advisors
Texas
$1.33M +$512K +5,109 +60%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.26M -$33K -329 -2%
EAM
105
Empirical Asset Management
Massachusetts
$1.17M -$20K -200 -2%
SPIA
106
Steward Partners Investment Advisory
New York
$1.17M +$2K +20 +0.2%
RSF
107
Rik Saylor Financial
Ohio
$1.16M +$1.19M +11,873 New
DAS
108
Dynamic Advisor Solutions
Arizona
$1.15M -$33.2K -331 -3%
GVAG
109
Great Valley Advisor Group
Delaware
$1.13M -$16K -160 -1%
LFAS
110
Level Four Advisory Services
Texas
$1.03M +$286K +2,854 +37%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$995K -$73.8K -736 -7%
Fiera Capital (Canada)
112
Fiera Capital (Canada)
Quebec, Canada
$995K
KFP
113
KMG Fiduciary Partners
Ohio
$926K +$88.1K +879 +10%
CCA
114
Cora Capital Advisors
New Jersey
$919K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$866K -$68.2K -681 -7%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$836K -$369K -3,679 -30%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$828K +$847K +8,454 New
SCA
118
Snowden Capital Advisors
New York
$820K +$301 +3 +0%
Comerica Bank
119
Comerica Bank
Texas
$786K -$149K -1,485 -16%
MFG
120
MTM Financial Group
Pennsylvania
$756K +$238K +2,375 +44%
CIA
121
Concurrent Investment Advisors
Florida
$756K +$23.8K +238 +3%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$738K +$301 +3 +0%
OWP
123
Obermeyer Wealth Partners
Colorado
$735K +$14.8K +148 +2%
AWA
124
Acorn Wealth Advisors
Michigan
$723K -$35.9K -358 -5%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$719K -$353K -3,527 -32%