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Invesco S&P 500 Revenue ETF

133 hedge funds and large institutions have $753M invested in Invesco S&P 500 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
18
Increased
53
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$172M 2,134,451 +298,123 +16%
FFW
2
Fusion Family Wealth
New York
$93.1M 1,154,683 +98,386 +9%
Bank of America
3
Bank of America
North Carolina
$74.5M 923,792 +5,850 +0.6%
LPL Financial
4
LPL Financial
California
$49.6M 615,124 +38,051 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$36.5M 455,842 +162,261 +55%
UBS Group
6
UBS Group
Switzerland
$34.8M 431,321 -5,141 -1%
EFL
7
ERn Financial LLC
Wisconsin
$25.7M 318,059 +227,104 +250%
Wells Fargo
8
Wells Fargo
California
$24.6M 305,077 -10,111 -3%
Ameriprise
9
Ameriprise
Minnesota
$23.9M 295,834 +56,049 +23%
RW
10
RVW Wealth
California
$18.1M 224,343 +1,764 +0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.2M 213,502 +42,148 +25%
KA
12
Klingman & Associates
New York
$16.4M 202,679 +554 +0.3%
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$11.4M 140,913 -39,464 -22%
WA
14
Win Advisors
Florida
$9.28M 115,038 +115,038 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$8.59M 106,437 +9,246 +10%
SWP
16
Stratos Wealth Partners
Ohio
$6.76M 83,748 +6,662 +9%
AAS
17
Avantax Advisory Services
Texas
$6.63M 82,166 +6,955 +9%
TF
18
Tompkins Financial
New York
$6.28M 77,872 -14,920 -16%
RCA
19
Resonant Capital Advisors
Wisconsin
$6.1M 75,580 +742 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.97M 74,021 -100 -0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.82M 72,174 -10,227 -12%
WMP
22
Wealth Management Partners
Arizona
$5.62M 70,000 +27,000 +63%
AA
23
Ancora Advisors
Ohio
$4.93M 61,052 +54,848 +884%
EH
24
Equitable Holdings
New York
$4.36M 54,039 +12,748 +31%
AWA
25
Amplius Wealth Advisors
Pennsylvania
$4.15M 51,496 +1 +0%