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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

241 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, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
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
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$120M
2
LPL Financial
LPL Financial
California
$391M
3
IAA
Independent Advisor Alliance
North Carolina
$21.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$52.9M
5
MFG
Merit Financial Group
Georgia
$16.4M

Top Sellers

1
AF
Allworth Financial
California
$225M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.36M
3
SWP
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Harbour Investment Management
Washington
$655K +$655K +6,693 New
BWP
127
Baldwin Wealth Partners
Massachusetts
$646K – – –
FAM
128
Flaharty Asset Management
Florida
$644K +$881 +9 +0.1%
VWA
129
Visionary Wealth Advisors
Illinois
$635K +$26.1K +267 +4%
CAM
130
Cozad Asset Management
Illinois
$623K -$38.7K -395 -6%
GS
131
GWN Securities
Florida
$621K +$621K +6,094 New
NWM
132
Nova Wealth Management
Florida
$610K +$610K +6,230 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$606K +$141K +1,442 +30%
RFN
134
Redwood Financial Network
Ohio
$599K +$55.3K +565 +10%
Creative Planning
135
Creative Planning
Kansas
$597K +$49.4K +505 +9%
TPBG
136
Turning Point Benefit Group
Maryland
$593K +$593K +6,053 New
CC
137
Commons Capital
Massachusetts
$589K +$589K +6,019 New
MCC
138
Money Concepts Capital
Florida
$578K +$174K +1,773 +43%
FTS
139
Fifth Third Securities
Ohio
$576K +$214K +2,185 +59%
Bessemer Group
140
Bessemer Group
New Jersey
$541K – – –
HighTower Advisors
141
HighTower Advisors
Illinois
$540K +$2.15K +22 +0.4%
Renaissance Technologies
142
Renaissance Technologies
New York
$518K -$647K -6,611 -56%
AWM
143
Accurate Wealth Management
Florida
$515K – – –
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$27.6K +282 +6%
GCP
145
GSA Capital Partners
United Kingdom
$502K -$6.17K -63 -1%
GS
146
GTS Securities
New York
$486K +$486K +4,965 New
AAG
147
Armstrong Advisory Group
Massachusetts
$486K – – –
ASN
148
Advisory Services Network
Georgia
$466K +$85.4K +872 +22%
RL
149
Retireful LLC
Michigan
$464K – – –
PPC
150
Pennington Partners & Co
Maryland
$457K +$457K +4,668 New
4 5
6
7 8