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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
RCM
201
Raleigh Capital Management
North Carolina
$88.4K +$301 +3 +0.3%
GWS
202
Glassman Wealth Services
Virginia
$73K
HIA
203
Harbor Investment Advisory
Maryland
$67.6K -$5.21K -52 -7%
PB
204
Pinnacle Bancorp
Nebraska
$66.4K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$63.2K
HPC
206
HM Payson & Co
Maine
$62.7K
ETS
207
ESL Trust Services
New York
$53.2K +$54.4K +543 New
CCM
208
Chilton Capital Management
Texas
$52.8K +$54K +539 New
US Bancorp
209
US Bancorp
Minnesota
$50.5K -$940K -9,384 -95%
LWA
210
Lowe Wealth Advisors
Maryland
$49K
MCM
211
MAI Capital Management
Ohio
$47K +$48.1K +480 New
OA
212
Operose Advisors
Wisconsin
$46.5K
TLA
213
Tanglewood Legacy Advisors
Texas
$40.2K
MAS
214
MPWM Advisory Solutions
Georgia
$39.7K +$40.6K +405 New
AWM
215
Abound Wealth Management
Tennessee
$37.2K +$38.1K +380 New
RA
216
Rise Advisors
New York
$35.2K +$100 +1 +0.3%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$33.3K
GA
218
GoalVest Advisory
New York
$30.3K -$35K -349 -53%
SFGP
219
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$29.8K +$30.5K +304 New
CAM
220
Creekmur Asset Management
Illinois
$29.1K
AIC
221
Archer Investment Corporation
Indiana
$25.2K +$100 +1 +0.4%
GI
222
GAMMA Investing
California
$22.6K
SWA
223
SOA Wealth Advisors
New York
$22.5K +$23K +230 New
NFSG
224
Newbridge Financial Services Group
Florida
$21.5K
BWL
225
Bogart Wealth LLC
Virginia
$19.6K