RWL icon

Invesco S&P 500 Revenue ETF

143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
63
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 1,989,974 +97,476 +5%
AF
2
Allworth Financial
California
$90.6M 1,350,432 +24,185 +2%
FFW
3
Fusion Family Wealth
New York
$80.8M 1,110,195 -153,172 -12%
Bank of America
4
Bank of America
North Carolina
$61.8M 920,815 -8,060 -0.9%
LPL Financial
5
LPL Financial
California
$61.8M 920,463 +197,125 +27%
Ameriprise
6
Ameriprise
Minnesota
$57.1M 849,065 +175,339 +26%
Osaic Holdings
7
Osaic Holdings
Arizona
$32.3M 480,552 -17,570 -4%
UBS Group
8
UBS Group
Switzerland
$30.3M 450,942 +26,013 +6%
Wells Fargo
9
Wells Fargo
California
$29.4M 438,606 +122,019 +39%
EFL
10
ERn Financial LLC
Wisconsin
$26.2M 390,058 +7,143 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.4M 273,571 +17,043 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.2M 225,971 +1,342 +0.6%
KA
13
Klingman & Associates
New York
$13.6M 203,024 +127 +0.1%
KA
14
Kozak & Associates
Colorado
$11.9M 174,654 +8,184 +5%
RW
15
RVW Wealth
California
$11.9M 177,468 -27,761 -14%
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$9.38M 139,761 -553 -0.4%
MIAN
17
Mariner Independent Advisor Network
Kansas
$7.91M 117,867 +66,377 +129%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.21M 107,488 -858 -0.8%
AAS
19
Avantax Advisory Services
Texas
$6.79M 101,222 +3,664 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.77M 100,908 +26,756 +36%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.53M 97,224 +13,412 +16%
AWS
22
Atria Wealth Solutions
New York
$5.56M 82,898 +79,929 +2,692%
RCA
23
Resonant Capital Advisors
Wisconsin
$5.07M 75,580
SWP
24
Stratos Wealth Partners
Ohio
$4.92M 73,378 -12,395 -14%
WMP
25
Wealth Management Partners
Arizona
$4.57M 66,000 +6,000 +10%