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Invesco S&P 500 Revenue ETF

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$164M 2,153,749 +258,841 +14%
AF
2
Allworth Financial
California
$110M 1,450,994 +41,064 +3%
LPL Financial
3
LPL Financial
California
$105M 1,381,920 +215,901 +19%
FFW
4
Fusion Family Wealth
New York
$98.8M 1,298,039 +6,630 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$78.1M 1,026,860 +73,288 +8%
Bank of America
6
Bank of America
North Carolina
$76.6M 1,006,543 +58,438 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$40.4M 531,345 +28,903 +6%
Wells Fargo
8
Wells Fargo
California
$36.6M 481,531 +20,329 +4%
EFL
9
ERn Financial LLC
Wisconsin
$29.7M 390,360 +13,584 +4%
UBS Group
10
UBS Group
Switzerland
$29.6M 389,108 -66,975 -15%
KA
11
Klingman & Associates
New York
$15M 196,501 -270 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11.9M 156,106 -237,185 -60%
KA
13
Kozak & Associates
Colorado
$11.7M 154,184 -23,819 -13%
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$10.4M 136,815 -4,353 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$10M 131,661 +1,819 +1%
AWS
16
Atria Wealth Solutions
New York
$8.73M 114,723 +29,143 +34%
AAS
17
Avantax Advisory Services
Texas
$8.21M 107,836 -345 -0.3%
Mariner
18
Mariner
Kansas
$7.62M 100,154 -2,295 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.42M 97,508 -1,171 -1%
RW
20
RVW Wealth
California
$7.21M 94,791 -9,107 -9%
RCA
21
Resonant Capital Advisors
Wisconsin
$5.72M 75,223
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.7M 74,929 -3,679 -5%
DWM
23
Denver Wealth Management
Colorado
$5.67M 74,443 +4,341 +6%
SWP
24
Stratos Wealth Partners
Ohio
$5.47M 71,883 -19,052 -21%
ACA
25
Aspire Capital Advisors
Washington
$5.46M 71,716 +71,716 New