RWL icon

Invesco S&P 500 Revenue ETF

192 hedge funds and large institutions have $2.11B invested in Invesco S&P 500 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
20
Increased
87
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$446K +$648 +7 +0.1%
SC
127
Savant Capital
Illinois
$404K +$17.9K +193 +5%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$369K +$66.2K +715 +22%
ASN
129
Advisory Services Network
Georgia
$360K +$9.91K +107 +3%
FTS
130
Fifth Third Securities
Ohio
$343K +$33.3K +360 +11%
KPWS
131
Kestra Private Wealth Services
Texas
$340K
M&T Bank
132
M&T Bank
New York
$334K +$334K +3,602 New
LC
133
Landaas & Company
Wisconsin
$314K
PSF
134
Pacific Sun Financial
California
$298K
ECG
135
Edge Capital Group
Georgia
$288K
DI
136
Diligent Investors
California
$284K -$1.95K -21 -0.7%
JCM
137
Jacobi Capital Management
Pennsylvania
$278K +$556 +6 +0.2%
WAM
138
WealthTrust Asset Management
Florida
$271K +$25.7K +277 +10%
SEIA
139
Signature Estate & Investment Advisors
California
$269K +$269K +2,907 New
MA
140
Montag & Associates
Georgia
$268K +$926 +10 +0.3%
PTC
141
Private Trust Company
Ohio
$266K +$7.6K +82 +3%
KWA
142
Kingswood Wealth Advisors
California
$263K +$263K +2,839 New
HP
143
Hilltop Partners
Indiana
$258K -$1.67K -18 -0.6%
KWM
144
Kingsview Wealth Management
Oregon
$256K +$19.4K +209 +8%
PCM
145
Parsons Capital Management
Rhode Island
$256K
SG
146
StoneX Group
New York
$250K +$1.95K +21 +0.8%
SAM
147
Secure Asset Management
Michigan
$247K +$247K +2,662 New
VW
148
Veridan Wealth
Oregon
$241K +$241K +2,306 New
WA
149
Wealth Alliance
New York
$232K
MA
150
Mutual Advisors
Nebraska
$217K +$95 +1 +0%