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Invesco S&P 500 Revenue ETF

169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
67
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
151
Rise Advisors
New York
$27.5K +$156 +2 +0.6%
TFA
152
Transamerica Financial Advisors
Florida
$27K
ST
153
Smithfield Trust
Pennsylvania
$27K +$27K +340 New
CTWM
154
Cherry Tree Wealth Management
Minnesota
$26.6K +$19.8K +253 +291%
PWMG
155
Provence Wealth Management Group
California
$20.7K +$20.7K +265 New
AIC
156
Archer Investment Corporation
Indiana
$19.9K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$17.6K
BWL
158
Bogart Wealth LLC
Virginia
$15.6K
GEA
159
Glen Eagle Advisors
New Jersey
$15.2K
TSWM
160
Tyler-Stone Wealth Management
Ohio
$15K +$15K +195 New
Franklin Resources
161
Franklin Resources
California
$12.7K
WWM
162
Wolff Wiese Magana
California
$10.2K
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.81K
TWM
164
Tradition Wealth Management
Minnesota
$6K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$5.86K
AWM
166
Avior Wealth Management
Nebraska
$5.39K +$5.39K +69 New
GWSG
167
GPS Wealth Strategies Group
Colorado
$3.91K
TRCT
168
Tower Research Capital (TRC)
New York
$1.41K
FCMT
169
Founders Capital Management (Texas)
Texas
$402
BlackRock
170
BlackRock
New York
$63 +$63 +1 New
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
-$3.12M -38,985 Closed
WA
172
Win Advisors
Florida
-$2.1M -34,156 Closed
VA
173
Valmark Advisers
Ohio
-$1.68M -21,055 Closed
CI
174
CX Institutional
Indiana
-$726K -9,070 Closed
KM
175
Kalos Management
Georgia
-$478K -5,978 Closed