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Invesco S&P 500 Revenue ETF

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$397M 4,654,804 +2,350,245 +102%
LPL Financial
2
LPL Financial
California
$210M 2,462,684 +736,676 +43%
AF
3
Allworth Financial
California
$202M 2,371,461 +4,269 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$137M 1,607,206 +305,927 +24%
Bank of America
5
Bank of America
North Carolina
$125M 1,467,596 +128,759 +10%
FFW
6
Fusion Family Wealth
New York
$113M 1,329,564 -204 -0%
UBS Group
7
UBS Group
Switzerland
$45.1M 528,129 +87,418 +20%
Osaic Holdings
8
Osaic Holdings
Arizona
$42.3M 495,678 +87,645 +21%
Wells Fargo
9
Wells Fargo
California
$39.6M 463,847 +75,957 +20%
EFL
10
ERn Financial LLC
Wisconsin
$31.5M 372,426 -1,666 -0.4%
KA
11
Kozak & Associates
Colorado
$28.9M 341,701 +93,480 +38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24.4M 286,360 +66,967 +31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.4M 286,165 +32,106 +13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23M 269,228 +122,822 +84%
KA
15
Klingman & Associates
New York
$20M 234,515 +23,845 +11%
Stifel Financial
16
Stifel Financial
Missouri
$12.8M 150,425 +126,850 +538%
SWP
17
Stratos Wealth Partners
Ohio
$11.3M 132,190 +22,963 +21%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$11.1M 130,513 -2,040 -2%
AAS
19
Avantax Advisory Services
Texas
$10.3M 120,188 -591 -0.5%
PAG
20
Private Advisor Group
New Jersey
$10.2M 119,181 +26,212 +28%
TFS
21
Thoroughbred Financial Services
Tennessee
$9.85M 115,454 +9,009 +8%
ACM
22
Absolute Capital Management
Pennsylvania
$9.39M 109,998 +30,781 +39%
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$9.28M 108,768 -9,543 -8%
Mariner
24
Mariner
Kansas
$9.15M 107,267 +26,492 +33%
EH
25
Equitable Holdings
New York
$8.82M 103,401 +8,791 +9%