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Invesco S&P 500 Revenue ETF

127 hedge funds and large institutions have $643M invested in Invesco S&P 500 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
42
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$147M 1,836,328 +37,075 +2%
FFW
2
Fusion Family Wealth
New York
$84.9M 1,056,297 -53,898 -5%
Bank of America
3
Bank of America
North Carolina
$73.4M 917,942 +48,579 +6%
LPL Financial
4
LPL Financial
California
$46.1M 577,073 -26,587 -4%
UBS Group
5
UBS Group
Switzerland
$34.9M 436,462 -972 -0.2%
Wells Fargo
6
Wells Fargo
California
$25.2M 315,188 -3,662 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.5M 293,581 +11,821 +4%
Ameriprise
8
Ameriprise
Minnesota
$19.2M 239,785 +16,197 +7%
RW
9
RVW Wealth
California
$17.8M 222,579 +7,187 +3%
KA
10
Klingman & Associates
New York
$16.2M 202,125 +13 +0%
LCWP
11
Legacy Capital Wealth Partners
Arkansas
$14.4M 180,377 -2,336,300 -93%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.7M 171,354 +2,284 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$7.77M 97,191 +2,244 +2%
TF
14
Tompkins Financial
New York
$7.42M 92,792 -5,839 -6%
EFL
15
ERn Financial LLC
Wisconsin
$7.27M 90,955 +90,955 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.59M 82,401 +3,498 +4%
SWP
17
Stratos Wealth Partners
Ohio
$6.16M 77,086 -7,050 -8%
AAS
18
Avantax Advisory Services
Texas
$6.01M 75,211 +4,420 +6%
RCA
19
Resonant Capital Advisors
Wisconsin
$5.98M 74,838 -2,912 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.93M 74,121 +2,009 +3%
AWA
21
Amplius Wealth Advisors
Pennsylvania
$4.12M 51,495 +51,495 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.95M 49,432 -58 -0.1%
BSW
23
Buckingham Strategic Wealth
Missouri
$3.57M 44,630 -15,738 -26%
CAN
24
Cetera Advisor Networks
California
$3.49M 43,587 +5,220 +14%
WMP
25
Wealth Management Partners
Arizona
$3.41M 43,000 +3,188 +8%