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Invesco S&P 500 Revenue ETF

169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
67
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Allworth Financial
California
$185M 2,367,192 +104,059 +5%
Morgan Stanley
2
Morgan Stanley
New York
$180M 2,304,559 -245,767 -10%
LPL Financial
3
LPL Financial
California
$135M 1,726,008 +331,558 +24%
Bank of America
4
Bank of America
North Carolina
$105M 1,338,837 +73,084 +6%
FFW
5
Fusion Family Wealth
New York
$104M 1,329,768 +6,945 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$102M 1,301,279 +97,713 +8%
UBS Group
7
UBS Group
Switzerland
$34.4M 440,711 -7,498 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$31.9M 408,033 -102,247 -20%
Wells Fargo
9
Wells Fargo
California
$30.3M 387,890 -57,567 -13%
EFL
10
ERn Financial LLC
Wisconsin
$29.2M 374,092 -12,055 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.9M 254,059 +5,116 +2%
KA
12
Kozak & Associates
Colorado
$19.2M 248,221 +92,658 +60%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$17.1M 219,393 +56,583 +35%
KA
14
Klingman & Associates
New York
$16.5M 210,670 +13,363 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.4M 146,406 +99,905 +215%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$10.4M 132,553 -1,619 -1%
AAS
17
Avantax Advisory Services
Texas
$9.44M 120,779 +7,218 +6%
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$9.24M 118,311 +35,450 +43%
SWP
19
Stratos Wealth Partners
Ohio
$8.54M 109,227 +2,103 +2%
TFS
20
Thoroughbred Financial Services
Tennessee
$8.32M 106,445 +20,341 +24%
EH
21
Equitable Holdings
New York
$7.39M 94,610 +20,537 +28%
AWS
22
Atria Wealth Solutions
New York
$7.3M 93,384 -6,064 -6%
PAG
23
Private Advisor Group
New Jersey
$7.26M 92,969 +38,716 +71%
DWM
24
Denver Wealth Management
Colorado
$7.24M 92,659 +9,159 +11%
MML Investors Services
25
MML Investors Services
Massachusetts
$7.13M 91,217 -3,640 -4%