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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$210M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

10% more funds holding

Funds holding: 147161 (+14)

1.91% more ownership

Funds ownership: 62.18%64.08% (+1.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
151
ICA Group Wealth Management
Colorado
$9.92K -$18.6K -243 -66%
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
CTWM
153
Cherry Tree Wealth Management
Minnesota
$6.96K +$6.68K +87 New
TWM
154
Tradition Wealth Management
Minnesota
$6K +$5.45K +71 New
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$6K +$5.75K +75 New
SWM
156
Spire Wealth Management
Virginia
$4.32K +$4.14K +54 New
IWP
157
IAG Wealth Partners
Wisconsin
$4.08K +$3.91K +51 New
GWSG
158
GPS Wealth Strategies Group
Colorado
$4K +$3.84K +50 New
GIA
159
GHP Investment Advisors
Colorado
$3.37K +$3.15K +41 New
TRCT
160
Tower Research Capital (TRC)
New York
$1.44K
FCMT
161
Founders Capital Management (Texas)
Texas
$410
FGAM
162
Financial Gravity Asset Management
Texas
$32 +$30.7K +400 New
IAIM
163
International Assets Investment Management
Florida
-$4.17M -85,265 Closed
SIM
164
Seaview Investment Managers
Florida
-$3.05M -40,046 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$1.47M -19,376 Closed
OMC
166
Old Mission Capital
Illinois
-$381K -5,001 Closed
SPL
167
Smart Portfolios LLC
Washington
-$365K -4,796 Closed
ASN
168
Advisory Services Network
Georgia
-$122K -1,604 Closed