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Invesco S&P 500 Revenue ETF

150 hedge funds and large institutions have $976M invested in Invesco S&P 500 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
55
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 1,894,908 -95,066 -5%
AF
2
Allworth Financial
California
$104M 1,409,930 +59,498 +4%
FFW
3
Fusion Family Wealth
New York
$95.5M 1,291,409 +181,214 +16%
LPL Financial
4
LPL Financial
California
$86.2M 1,166,019 +245,556 +27%
Ameriprise
5
Ameriprise
Minnesota
$70.5M 953,572 +104,507 +12%
Bank of America
6
Bank of America
North Carolina
$70.1M 948,105 +27,290 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$37.2M 502,442 +21,890 +5%
Wells Fargo
8
Wells Fargo
California
$34.1M 461,202 +22,596 +5%
UBS Group
9
UBS Group
Switzerland
$33.7M 456,083 +5,141 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.1M 393,291 +119,720 +44%
EFL
11
ERn Financial LLC
Wisconsin
$27.9M 376,776 -13,282 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.9M 242,564 +16,593 +7%
KA
13
Klingman & Associates
New York
$14.5M 196,771 -6,253 -3%
KA
14
Kozak & Associates
Colorado
$13.2M 178,003 +3,349 +2%
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$10.4M 141,168 +1,407 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$9.6M 129,842 +22,354 +21%
AAS
17
Avantax Advisory Services
Texas
$8M 108,181 +6,959 +7%
RW
18
RVW Wealth
California
$7.68M 103,898 -73,570 -41%
Mariner
19
Mariner
Kansas
$7.58M 102,449 +102,449 New
MML Investors Services
20
MML Investors Services
Massachusetts
$7.3M 98,679 +1,455 +1%
SWP
21
Stratos Wealth Partners
Ohio
$6.72M 90,935 +17,557 +24%
AWS
22
Atria Wealth Solutions
New York
$6.33M 85,580 +2,682 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.81M 78,608 +20,840 +36%
RCA
24
Resonant Capital Advisors
Wisconsin
$5.56M 75,223 -357 -0.5%
DWM
25
Denver Wealth Management
Colorado
$5.18M 70,102 +8,091 +13%