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Invesco S&P 500 Revenue ETF

193 hedge funds and large institutions have $2.11B invested in Invesco S&P 500 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more capital invested

Capital invested by funds: $1.92B → $2.11B (+$184M)

3% more funds holding

Funds holding: 188193 (+5)

0.37% less ownership

Funds ownership: 64.4%64.03% (-0.37%)

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
20
Increased
88
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$217K +$92 +1 +0%
FA
152
Flagstar Advisors
New York
$214K +$8.81K +96 +4%
CB
153
Commerce Bank
Missouri
$209K +$207K +2,258 New
BBHC
154
Brown Brothers Harriman & Co
New York
$202K
Fisher Asset Management
155
Fisher Asset Management
Washington
$201K +$199K +2,173 New
HNB
156
Huntington National Bank
Ohio
$143K
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$139K -$24.4K -266 -15%
AIP
158
Ameritas Investment Partners
Nebraska
$129K -$5.51K -60 -4%
PS
159
Principal Securities
Iowa
$118K -$449K -4,886 -79%
LC
160
Lindbrook Capital
California
$116K
IA
161
IFP Advisors
Florida
$111K
NS
162
NBC Securities
Alabama
$106K
ACA
163
Aptus Capital Advisors
Alabama
$99K +$367 +4 +0.4%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$93.5K
RCM
165
Raleigh Capital Management
North Carolina
$83K +$367 +4 +0.4%
HIA
166
Harbor Investment Advisory
Maryland
$77.5K -$643 -7 -0.8%
GWS
167
Glassman Wealth Services
Virginia
$69K
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$64.6K
PB
169
Pinnacle Bancorp
Nebraska
$62.8K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$59.7K
HPC
171
HM Payson & Co
Maine
$59.3K
TLA
172
Tanglewood Legacy Advisors
Texas
$47.3K
LWA
173
Lowe Wealth Advisors
Maryland
$46.3K
OA
174
Operose Advisors
Wisconsin
$44K
TSWM
175
Tyler-Stone Wealth Management
Ohio
$40K +$10.2K +111 +35%