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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$251K -$89.4K -892 -26%
JCM
177
Jacobi Capital Management
Pennsylvania
$250K +$401 +4 +0.2%
MGWM
178
Marks Group Wealth Management
Minnesota
$247K
VW
179
Veridan Wealth
Oregon
$237K +$232K +2,317 New
MA
180
Mutual Advisors
Nebraska
$230K +$100 +1 +0%
Citadel Advisors
181
Citadel Advisors
Florida
$230K +$235K +2,347 New
GPW
182
Gentry Private Wealth
Kansas
$227K -$1.21M -12,080 -84%
PS
183
Principal Securities
Iowa
$220K +$40K +399 +22%
LFG
184
Lockerman Financial Group
California
$217K +$223K +2,221 New
BBHC
185
Brown Brothers Harriman & Co
New York
$213K
LTL
186
Lowery Thomas LLC
California
$208K +$701 +7 +0.3%
OC
187
Oppenheimer & Co
New York
$207K +$212K +2,113 New
VA
188
Valmark Advisers
Ohio
$201K +$206K +2,056 New
SAM
189
Silvercrest Asset Management
New York
$200K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$175K +$51.3K +512 +40%
PK
191
Pflug Koory
Nebraska
$152K +$100 +1 +0.1%
AIP
192
Ameritas Investment Partners
Nebraska
$131K -$5.01K -50 -4%
HNB
193
Huntington National Bank
Ohio
$124K
LC
194
Lindbrook Capital
California
$122K
IA
195
IFP Advisors
Florida
$121K
William Blair & Company
196
William Blair & Company
Illinois
$109K +$112K +1,117 New
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$106K -$3.31K -33 -3%
ACA
198
Aptus Capital Advisors
Alabama
$105K +$100 +1 +0.1%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$98.9K
AG
200
AmeriFlex Group
Nevada
$89.1K +$86.9K +867 New