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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$210M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

10% more funds holding

Funds holding: 147161 (+14)

1.91% more ownership

Funds ownership: 62.18%64.08% (+1.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$204M +$30.4M +396,577 +18%
AF
2
Allworth Financial
California
$181M +$62.3M +812,139 +56%
LPL Financial
3
LPL Financial
California
$112M +$961K +12,530 +0.9%
FFW
4
Fusion Family Wealth
New York
$106M +$1.9M +24,784 +2%
Bank of America
5
Bank of America
North Carolina
$101M +$19.9M +259,210 +26%
Ameriprise
6
Ameriprise
Minnesota
$96.2M +$13.6M +176,706 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$40.8M -$1.62M -21,065 -4%
UBS Group
8
UBS Group
Switzerland
$35.9M +$4.53M +59,101 +15%
Wells Fargo
9
Wells Fargo
California
$35.6M -$2.77M -36,074 -7%
EFL
10
ERn Financial LLC
Wisconsin
$30.9M -$323K -4,213 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.9M -$1.17M -15,275 -6%
KA
12
Klingman & Associates
New York
$15.8M +$61.8K +806 +0.4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13M +$514K +6,704 +4%
KA
14
Kozak & Associates
Colorado
$12.5M +$106K +1,379 +0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$193K +2,511 +2%
AAS
16
Avantax Advisory Services
Texas
$9.08M +$439K +5,725 +5%
SWP
17
Stratos Wealth Partners
Ohio
$8.57M +$2.7M +35,241 +49%
AWS
18
Atria Wealth Solutions
New York
$7.96M -$1.17M -15,275 -13%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.59M -$203K -2,651 -3%
RW
20
RVW Wealth
California
$7.01M -$548K -7,139 -8%
TFS
21
Thoroughbred Financial Services
Tennessee
$6.89M +$2.2M +28,669 +50%
DWM
22
Denver Wealth Management
Colorado
$6.68M +$695K +9,057 +12%
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$6.63M -$4.14M -53,954 -39%
ACM
24
Absolute Capital Management
Pennsylvania
$6.16M +$424K +5,521 +8%
RCA
25
Resonant Capital Advisors
Wisconsin
$5.97M -$43.7K -569 -0.8%