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Invesco S&P 500 Revenue ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
126
Balboa Wealth Partners
Arizona
$200K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$198K -$88.1K -1,128 -31%
BBHC
128
Brown Brothers Harriman & Co
New York
$170K
PTC
129
Private Trust Company
Ohio
$162K +$42K +537 +35%
RIA
130
Realta Investment Advisors
Delaware
$149K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$149K
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$143K -$2.29M -29,261 -94%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$135K +$6.86K +88 +5%
HNB
134
Huntington National Bank
Ohio
$132K -$135K
PK
135
Pflug Koory
Nebraska
$121K
MPCG
136
Matrix Private Capital Group
New York
$99.9K
LC
137
Lindbrook Capital
California
$97.7K
NS
138
NBC Securities
Alabama
$90K +$90K +1,154 New
LWA
139
Lowe Wealth Advisors
Maryland
$74.9K
HIA
140
Harbor Investment Advisory
Maryland
$69.8K
RCM
141
Raleigh Capital Management
North Carolina
$69.2K +$313 +4 +0.5%
PWA
142
Provenance Wealth Advisors
Florida
$66K +$66K +845 New
PB
143
Pinnacle Bancorp
Nebraska
$53.3K +$53.3K +678 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$50.4K
HPC
145
HM Payson & Co
Maine
$50K
TFGT
146
TS Financial Group (TSFG)
Illinois
$49K
US Bancorp
147
US Bancorp
Minnesota
$40.3K
TLA
148
Tanglewood Legacy Advisors
Texas
$39.9K
MA
149
MCF Advisors
Kentucky
$39.5K +$39.5K +505 New
OA
150
Operose Advisors
Wisconsin
$37.1K