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Invesco S&P 500 Revenue ETF

203 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
96
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
176
Glassman Wealth Services
Virginia
$73.1K
HIA
177
Harbor Investment Advisory
Maryland
$72.7K -$9.31K -95 -11%
PB
178
Pinnacle Bancorp
Nebraska
$66.5K
GA
179
GoalVest Advisory
New York
$64.5K +$64.5K +658 New
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$63.3K
HPC
181
HM Payson & Co
Maine
$62.8K
LWA
182
Lowe Wealth Advisors
Maryland
$49K
OA
183
Operose Advisors
Wisconsin
$46.6K
TLA
184
Tanglewood Legacy Advisors
Texas
$40.3K -$9.8K -100 -20%
RA
185
Rise Advisors
New York
$35.1K +$98 +1 +0.3%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$33.3K
CAM
187
Creekmur Asset Management
Illinois
$29.1K +$29.1K +297 New
AIC
188
Archer Investment Corporation
Indiana
$25.2K +$98 +1 +0.4%
GI
189
GAMMA Investing
California
$22.7K
NFSG
190
Newbridge Financial Services Group
Florida
$21.6K
BWL
191
Bogart Wealth LLC
Virginia
$19.6K
AssetMark Inc
192
AssetMark Inc
California
$16.5K +$16.5K +168 New
WWM
193
Wolff Wiese Magana
California
$12.8K
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$10.2K
CA
195
CoreCap Advisors
Michigan
$10.1K
GWSG
196
GPS Wealth Strategies Group
Colorado
$9.81K
GEA
197
Glen Eagle Advisors
New Jersey
$9.32K
Franklin Resources
198
Franklin Resources
California
$8.67K -$7.47K -75 -46%
FFWM
199
Future Financial Wealth Management
Ohio
$8.14K +$8.14K +83 New
AWM
200
Avior Wealth Management
Nebraska
$6.77K