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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
126
Golden State Wealth Management
California
$699K +$716K +7,141 New
HIM
127
Harbour Investment Management
Washington
$655K +$671K +6,693 New
BWP
128
Baldwin Wealth Partners
Massachusetts
$646K
FAM
129
Flaharty Asset Management
Florida
$644K +$902 +9 +0.1%
VWA
130
Visionary Wealth Advisors
Illinois
$635K +$26.8K +267 +4%
CAM
131
Cozad Asset Management
Illinois
$623K -$39.6K -395 -6%
GS
132
GWN Securities
Florida
$621K +$611K +6,094 New
NWM
133
Nova Wealth Management
Florida
$610K +$624K +6,230 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$606K +$144K +1,442 +30%
RFN
135
Redwood Financial Network
Ohio
$599K +$56.6K +565 +10%
Creative Planning
136
Creative Planning
Kansas
$597K +$50.6K +505 +9%
TPBG
137
Turning Point Benefit Group
Maryland
$593K +$607K +6,053 New
CC
138
Commons Capital
Massachusetts
$589K +$603K +6,019 New
MCC
139
Money Concepts Capital
Florida
$578K +$178K +1,773 +43%
FTS
140
Fifth Third Securities
Ohio
$576K +$219K +2,185 +59%
Bessemer Group
141
Bessemer Group
New Jersey
$541K
HighTower Advisors
142
HighTower Advisors
Illinois
$540K +$2.21K +22 +0.4%
Renaissance Technologies
143
Renaissance Technologies
New York
$518K -$662K -6,611 -56%
AWM
144
Accurate Wealth Management
Florida
$515K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$28.3K +282 +6%
GCP
146
GSA Capital Partners
United Kingdom
$502K -$6.31K -63 -1%
GS
147
GTS Securities
New York
$486K +$498K +4,965 New
AAG
148
Armstrong Advisory Group
Massachusetts
$486K
ASN
149
Advisory Services Network
Georgia
$466K +$87.4K +872 +22%
RL
150
Retireful LLC
Michigan
$464K