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Invesco S&P 500 Revenue ETF

142 hedge funds and large institutions have $814M invested in Invesco S&P 500 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
20
Increased
47
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M 1,892,498 -241,953 -11%
AF
2
Allworth Financial
California
$92.7M 1,326,247 +1,326,247 New
FFW
3
Fusion Family Wealth
New York
$88.3M 1,263,367 +108,684 +9%
Bank of America
4
Bank of America
North Carolina
$64.9M 928,875 +5,083 +0.6%
LPL Financial
5
LPL Financial
California
$50.5M 723,338 +108,214 +18%
Ameriprise
6
Ameriprise
Minnesota
$46.5M 673,726 +377,892 +128%
Osaic Holdings
7
Osaic Holdings
Arizona
$34.8M 498,122 +42,280 +9%
UBS Group
8
UBS Group
Switzerland
$29.7M 424,929 -6,392 -1%
EFL
9
ERn Financial LLC
Wisconsin
$26.8M 382,915 +64,856 +20%
Wells Fargo
10
Wells Fargo
California
$22.1M 316,587 +11,510 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.9M 256,528 +184,354 +255%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.7M 224,629 +11,127 +5%
RW
13
RVW Wealth
California
$14.3M 205,229 -19,114 -9%
KA
14
Klingman & Associates
New York
$14.2M 202,897 +218 +0.1%
KA
15
Kozak & Associates
Colorado
$11.6M 166,470 +149,009 +853%
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$9.8M 140,314 -599 -0.4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.57M 108,346 +1,909 +2%
AAS
18
Avantax Advisory Services
Texas
$6.82M 97,558 +15,392 +19%
SWP
19
Stratos Wealth Partners
Ohio
$5.99M 85,773 +2,025 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.86M 83,812 +9,791 +13%
RCA
21
Resonant Capital Advisors
Wisconsin
$5.28M 75,580
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.18M 74,152 +52,765 +247%
TF
23
Tompkins Financial
New York
$4.94M 70,644 -7,228 -9%
WMP
24
Wealth Management Partners
Arizona
$4.37M 60,000 -10,000 -14%
DWM
25
Denver Wealth Management
Colorado
$4.21M 60,198 +60,198 New