RWL icon

Invesco S&P 500 Revenue ETF

203 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
96
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$340M 3,464,953 +502,496 +17%
Ameriprise
2
Ameriprise
Minnesota
$315M 3,211,369 +367,533 +13%
Morgan Stanley
3
Morgan Stanley
New York
$279M 2,847,649 +179,168 +7%
AF
4
Allworth Financial
California
$235M 2,396,779 +40,290 +2%
Bank of America
5
Bank of America
North Carolina
$183M 1,863,920 +158,793 +9%
FFW
6
Fusion Family Wealth
New York
$139M 1,415,712 +55,620 +4%
UBS Group
7
UBS Group
Switzerland
$52.6M 536,603 +21,221 +4%
Wells Fargo
8
Wells Fargo
California
$51.3M 523,563 -31,857 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$48.6M 495,981 -32,549 -6%
KA
10
Kozak & Associates
Colorado
$47.9M 478,567 +17,524 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$39.9M 407,219 +65,130 +19%
EFL
12
ERn Financial LLC
Wisconsin
$38.9M 396,549 +11,370 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.5M 331,766 +28,886 +10%
Stifel Financial
14
Stifel Financial
Missouri
$26.2M 267,345 +15,936 +6%
KA
15
Klingman & Associates
New York
$25.8M 262,803 +5,791 +2%
EH
16
Equitable Holdings
New York
$23.4M 238,600 +15,101 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$22M 224,134 +53,123 +31%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$20.5M 208,724 +79,479 +61%
SA
19
Stewardship Advisors
Pennsylvania
$18.7M 190,988 +190,988 New
Mariner
20
Mariner
Kansas
$17.8M 181,016 +6,187 +4%
KDA
21
Kraft Davis & Associates
Missouri
$17.4M 179,312 +1,963 +1%
SWP
22
Stratos Wealth Partners
Ohio
$17.1M 174,826 +6,913 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$16.1M 164,507 -1,501 -0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.8M 160,853 +37,917 +31%
AWS
25
Atria Wealth Solutions
New York
$14.2M 145,242 +44,190 +44%