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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$177M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
LPL Financial
California
$245M
4
CCA
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.5M
4
AF
Allworth Financial
California
$218M
5
AWM
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$354K +$84.2K +898 +31%
UAG
127
United Advisor Group
Ohio
$347K +$347K +3,698 New
KPWS
128
Kestra Private Wealth Services
Texas
$344K -$13.1K -140 -4%
EGA
129
E&G Advisors
Texas
$342K -$14.1K -150 -4%
LC
130
Landaas & Company
Wisconsin
$318K +$28.2K +300 +10%
FTS
131
Fifth Third Securities
Ohio
$313K -$15K -160 -5%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$307K +$48.4K +516 +19%
PSF
133
Pacific Sun Financial
California
$302K – – –
ECG
134
Edge Capital Group
Georgia
$292K -$11.7K -125 -4%
DI
135
Diligent Investors
California
$290K -$14.4K -154 -5%
JCM
136
Jacobi Capital Management
Pennsylvania
$280K -$1.5K -16 -0.5%
MA
137
Montag & Associates
Georgia
$271K +$1.03K +11 +0.4%
HP
138
Hilltop Partners
Indiana
$263K +$562 +6 +0.2%
PTC
139
Private Trust Company
Ohio
$261K +$42.7K +456 +20%
PCM
140
Parsons Capital Management
Rhode Island
$259K – – –
SG
141
StoneX Group
New York
$251K +$251K +2,678 New
WAM
142
WealthTrust Asset Management
Florida
$248K +$248K +2,650 New
CBFP
143
Cedar Brook Financial Partners
Ohio
$241K +$17.5K +187 +8%
KWM
144
Kingsview Wealth Management
Oregon
$240K – – –
WA
145
Wealth Alliance
New York
$234K – – –
EFS
146
Essex Financial Services
Connecticut
$227K +$227K +2,418 New
MA
147
Mutual Advisors
Nebraska
$214K +$214K +2,281 New
3F
148
360 Financial
Minnesota
$211K +$211K +2,249 New
FA
149
Flagstar Advisors
New York
$207K +$207K +2,212 New
BBHC
150
Brown Brothers Harriman & Co
New York
$204K – – –
4 5
6
7 8