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Invesco S&P 500 Revenue ETF

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$166K +$12K +128 +8%
PK
152
Pflug Koory
Nebraska
$145K +$187 +2 +0.1%
AIP
153
Ameritas Investment Partners
Nebraska
$136K -$242K -2,579 -64%
HNB
154
Huntington National Bank
Ohio
$119K -$108K
NS
155
NBC Securities
Alabama
$118K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$117K +$117K +1,250 New
LC
157
Lindbrook Capital
California
$117K
IA
158
IFP Advisors
Florida
$112K
ACA
159
Aptus Capital Advisors
Alabama
$99.8K +$99.8K +1,065 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$94.7K -$84.4K -900 -47%
RCM
161
Raleigh Capital Management
North Carolina
$83.7K +$281 +3 +0.3%
HIA
162
Harbor Investment Advisory
Maryland
$79.1K -$562 -6 -0.7%
GWS
163
Glassman Wealth Services
Virginia
$69.8K +$69.8K +745 New
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$65.4K +$58.3K +622 +829%
PB
165
Pinnacle Bancorp
Nebraska
$63.5K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$60.5K
HPC
167
HM Payson & Co
Maine
$60K
TLA
168
Tanglewood Legacy Advisors
Texas
$47.9K
LWA
169
Lowe Wealth Advisors
Maryland
$46.9K
OA
170
Operose Advisors
Wisconsin
$44.5K
RA
171
Rise Advisors
New York
$33.3K +$94 +1 +0.3%
CTWM
172
Cherry Tree Wealth Management
Minnesota
$31.9K
TSWM
173
Tyler-Stone Wealth Management
Ohio
$30.1K -$14.2K -152 -32%
AIC
174
Archer Investment Corporation
Indiana
$23.9K
NFSG
175
Newbridge Financial Services Group
Florida
$20.6K +$20.6K +220 New