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Invesco S&P 500 Revenue ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
HP
126
Hilltop Partners
Indiana
$239K +$853 +10 +0.4%
PCM
127
Parsons Capital Management
Rhode Island
$236K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$235K +$18.6K +218 +9%
HP
129
Holistic Planning
Texas
$220K +$220K +2,577 New
BWP
130
Balboa Wealth Partners
Arizona
$219K
KWM
131
Kingsview Wealth Management
Oregon
$218K +$218K +2,558 New
WA
132
Wealth Alliance
New York
$213K +$213K +2,500 New
Fisher Asset Management
133
Fisher Asset Management
Washington
$211K +$211K +2,471 New
CBFP
134
Cedar Brook Financial Partners
Ohio
$204K +$204K +2,386 New
PTC
135
Private Trust Company
Ohio
$199K +$21.7K +254 +12%
BBHC
136
Brown Brothers Harriman & Co
New York
$186K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$163K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$140K -$7.59K -89 -5%
PK
139
Pflug Koory
Nebraska
$132K
HNB
140
Huntington National Bank
Ohio
$108K -$132K
LC
141
Lindbrook Capital
California
$107K
IA
142
IFP Advisors
Florida
$102K +$102K +1,199 New
NS
143
NBC Securities
Alabama
$98K
RCM
144
Raleigh Capital Management
North Carolina
$76K +$341 +4 +0.5%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$73.7K -$82.1K -962 -53%
HIA
146
Harbor Investment Advisory
Maryland
$72.5K -$3.67K -43 -5%
PB
147
Pinnacle Bancorp
Nebraska
$57.9K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$55K
HPC
149
HM Payson & Co
Maine
$54.6K
TFGT
150
TS Financial Group (TSFG)
Illinois
$49K -$3.81K -45 -7%