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Invesco S&P 500 Revenue ETF

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLA
151
Tanglewood Legacy Advisors
Texas
$43.6K
LWA
152
Lowe Wealth Advisors
Maryland
$42.7K -$39.2K -459 -48%
US Bancorp
153
US Bancorp
Minnesota
$42.7K -$1.37K -16 -3%
OA
154
Operose Advisors
Wisconsin
$40.5K
TSWM
155
Tyler-Stone Wealth Management
Ohio
$40.4K +$23.7K +278 +143%
RA
156
Rise Advisors
New York
$30.2K +$85 +1 +0.3%
TFA
157
Transamerica Financial Advisors
Florida
$30K
CTWM
158
Cherry Tree Wealth Management
Minnesota
$29K
PWMG
159
Provence Wealth Management Group
California
$22.6K
AIC
160
Archer Investment Corporation
Indiana
$21.8K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$19.2K
BWL
162
Bogart Wealth LLC
Virginia
$17.1K
GEA
163
Glen Eagle Advisors
New Jersey
$16.6K
Franklin Resources
164
Franklin Resources
California
$13.8K
MA
165
MCF Advisors
Kentucky
$11.6K -$31.5K -369 -73%
WWM
166
Wolff Wiese Magana
California
$11.1K
OP
167
ORG Partners
Indiana
$10.8K +$10.8K +127 New
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.53K
GWSG
169
GPS Wealth Strategies Group
Colorado
$8.53K +$4.27K +50 +100%
BWM
170
BKM Wealth Management
Wisconsin
$8.53K +$8.53K +100 New
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$6.4K
AWM
172
Avior Wealth Management
Nebraska
$5.89K
TRCT
173
Tower Research Capital (TRC)
New York
$1.54K
FCMT
174
Founders Capital Management (Texas)
Texas
$441
FTUS
175
Flow Traders U.S.
New York
-$824K -10,545 Closed