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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$210M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

10% more funds holding

Funds holding: 147161 (+14)

1.91% more ownership

Funds ownership: 62.18%64.08% (+1.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$131K -$25.5K -332 -17%
PK
127
Pflug Koory
Nebraska
$124K
PTC
128
Private Trust Company
Ohio
$123K -$12.4K -162 -10%
MPCG
129
Matrix Private Capital Group
New York
$102K
LC
130
Lindbrook Capital
California
$100K
LWA
131
Lowe Wealth Advisors
Maryland
$76.7K +$73.6K +959 New
HIA
132
Harbor Investment Advisory
Maryland
$71.4K
RCM
133
Raleigh Capital Management
North Carolina
$70.6K +$230 +3 +0.3%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$51.6K
HPC
135
HM Payson & Co
Maine
$51.2K
TFGT
136
TS Financial Group (TSFG)
Illinois
$50K
OIS
137
Okabena Investment Services
Minnesota
$48.8K +$46.8K +610 New
US Bancorp
138
US Bancorp
Minnesota
$41.3K -$7.67K -100 -16%
TLA
139
Tanglewood Legacy Advisors
Texas
$40.9K
OA
140
Operose Advisors
Wisconsin
$38K
IPW
141
Impact Partnership Wealth
Georgia
$29.4K +$28.2K +367 New
RA
142
Rise Advisors
New York
$28.1K +$77 +1 +0.3%
TFA
143
Transamerica Financial Advisors
Florida
$28K
AIC
144
Archer Investment Corporation
Indiana
$20.4K +$19.6K +255 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$18K
BWL
146
Bogart Wealth LLC
Virginia
$16K
GEA
147
Glen Eagle Advisors
New Jersey
$15.6K +$6.14K +80 +70%
Franklin Resources
148
Franklin Resources
California
$13K
SCA
149
Stonebridge Capital Advisors
Minnesota
$13K
WWM
150
Wolff Wiese Magana
California
$10.4K