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Invesco S&P 500 Revenue ETF

193 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, 88 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more capital invested

Capital invested by funds: $1.92B → $2.11B (+$184M)

3% more funds holding

Funds holding: 188193 (+5)

0.37% less ownership

Funds ownership: 64.4%64.03% (-0.37%)

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% 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
88
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$446K +$643 +7 +0.1%
MFG
127
MTM Financial Group
Pennsylvania
$404K +$79.4K +865 +25%
SC
128
Savant Capital
Illinois
$404K +$17.7K +193 +5%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$369K +$65.6K +715 +22%
ASN
130
Advisory Services Network
Georgia
$360K +$9.82K +107 +3%
FTS
131
Fifth Third Securities
Ohio
$343K +$33K +360 +11%
KPWS
132
Kestra Private Wealth Services
Texas
$340K
M&T Bank
133
M&T Bank
New York
$334K +$331K +3,602 New
LC
134
Landaas & Company
Wisconsin
$314K
PSF
135
Pacific Sun Financial
California
$298K
ECG
136
Edge Capital Group
Georgia
$288K
DI
137
Diligent Investors
California
$284K -$1.93K -21 -0.7%
JCM
138
Jacobi Capital Management
Pennsylvania
$278K +$551 +6 +0.2%
WAM
139
WealthTrust Asset Management
Florida
$271K +$25.4K +277 +10%
SEIA
140
Signature Estate & Investment Advisors
California
$269K +$267K +2,907 New
MA
141
Montag & Associates
Georgia
$268K +$918 +10 +0.3%
PTC
142
Private Trust Company
Ohio
$266K +$7.53K +82 +3%
KWA
143
Kingswood Wealth Advisors
California
$263K +$261K +2,839 New
HP
144
Hilltop Partners
Indiana
$258K -$1.65K -18 -0.6%
KWM
145
Kingsview Wealth Management
Oregon
$256K +$19.2K +209 +8%
PCM
146
Parsons Capital Management
Rhode Island
$256K
SG
147
StoneX Group
New York
$250K +$1.93K +21 +0.8%
SAM
148
Secure Asset Management
Michigan
$247K +$244K +2,662 New
VW
149
Veridan Wealth
Oregon
$241K +$212K +2,306 New
WA
150
Wealth Alliance
New York
$232K