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Invesco S&P 500 Revenue ETF

193 hedge funds and large institutions have $2.11B invested in Invesco S&P 500 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more capital invested

Capital invested by funds: $1.92B → $2.11B (+$184M)

3% more funds holding

Funds holding: 188193 (+5)

0.37% less ownership

Funds ownership: 64.4%64.03% (-0.37%)

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
20
Increased
88
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$274M +$31.9M +347,993 +13%
Ameriprise
2
Ameriprise
Minnesota
$263M +$87.3M +950,695 +50%
Morgan Stanley
3
Morgan Stanley
New York
$247M +$25.3M +275,686 +12%
AF
4
Allworth Financial
California
$223M +$2.87M +31,300 +1%
Bank of America
5
Bank of America
North Carolina
$158M +$16.7M +182,391 +12%
FFW
6
Fusion Family Wealth
New York
$126M +$356K +3,877 +0.3%
Wells Fargo
7
Wells Fargo
California
$51.4M -$26.3K -287 -0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$49M -$2.83M -30,827 -6%
UBS Group
9
UBS Group
Switzerland
$47.7M -$975K -10,618 -2%
KA
10
Kozak & Associates
Colorado
$42.8M +$6.66M +72,585 +19%
EFL
11
ERn Financial LLC
Wisconsin
$35.7M +$1.14M +12,415 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$31.7M -$17.5M -190,133 -36%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$28.1M +$432K +4,710 +2%
KA
14
Klingman & Associates
New York
$23.8M +$990K +10,787 +4%
Stifel Financial
15
Stifel Financial
Missouri
$23.3M +$2.41M +26,237 +12%
EH
16
Equitable Holdings
New York
$20.7M +$1.32M +14,429 +7%
KDA
17
Kraft Davis & Associates
Missouri
$16.8M +$6.93M +75,436 +74%
Mariner
18
Mariner
Kansas
$16.2M -$3.51M -38,202 -18%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$3.26M +35,550 +26%
SWP
20
Stratos Wealth Partners
Ohio
$15.6M +$792K +8,632 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.4M -$923K -10,053 -6%
IPA
22
Investment Planning Advisors
Georgia
$13.4M +$13.3M +145,076 New
ACA
23
Aspire Capital Advisors
Washington
$13M +$780K +8,501 +6%
DWM
24
Denver Wealth Management
Colorado
$12.6M -$180K -1,960 -1%
AAS
25
Avantax Advisory Services
Texas
$12.5M +$262K +2,851 +2%