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Invesco S&P 500 Revenue ETF

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$245M 2,614,464 +151,780 +6%
Morgan Stanley
2
Morgan Stanley
New York
$224M 2,392,795 -2,262,009 -49%
AF
3
Allworth Financial
California
$218M 2,325,189 -46,272 -2%
Ameriprise
4
Ameriprise
Minnesota
$177M 1,893,141 +285,935 +18%
Bank of America
5
Bank of America
North Carolina
$143M 1,522,736 +55,140 +4%
FFW
6
Fusion Family Wealth
New York
$127M 1,356,215 +26,651 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$52.4M 559,357 +272,997 +95%
Wells Fargo
8
Wells Fargo
California
$52.1M 555,707 +91,860 +20%
Osaic Holdings
9
Osaic Holdings
Arizona
$49.9M 532,222 +36,544 +7%
UBS Group
10
UBS Group
Switzerland
$49.3M 526,000 -2,129 -0.4%
KA
11
Kozak & Associates
Colorado
$36.1M 388,458 +46,757 +14%
EFL
12
ERn Financial LLC
Wisconsin
$34.9M 372,764 +338 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$27.9M 298,170 +12,005 +4%
KA
14
Klingman & Associates
New York
$23.1M 246,225 +11,710 +5%
Stifel Financial
15
Stifel Financial
Missouri
$21.1M 225,172 +74,747 +50%
Mariner
16
Mariner
Kansas
$20M 213,031 +105,764 +99%
EH
17
Equitable Holdings
New York
$19.6M 209,070 +105,669 +102%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$16.5M 176,061 -93,167 -35%
SWP
19
Stratos Wealth Partners
Ohio
$14.9M 159,281 +27,091 +20%
DWM
20
Denver Wealth Management
Colorado
$12.9M 137,856 +35,980 +35%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$12.7M 135,461 +4,948 +4%
AAS
22
Avantax Advisory Services
Texas
$12.4M 132,538 +12,350 +10%
ACA
23
Aspire Capital Advisors
Washington
$12.3M 131,452 +52,680 +67%
PAG
24
Private Advisor Group
New Jersey
$11.8M 125,539 +6,358 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.4M 122,037 +32,474 +36%