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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$177M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
3
LPL Financial
California
$245M
4
CCA
4
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
5
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
AF
4
Allworth Financial
California
$218M
5
AWM
5
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
BKM Wealth Management
Wisconsin
– -$8.53K -100 Closed
5 6 7 8
9