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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$391M +$53.4M +532,794 +15%
Ameriprise
2
Ameriprise
Minnesota
$316M +$2.06M +20,551 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$285M +$5.81M +58,008 +2%
AF
4
Allworth Financial
California
$225M -$19.2M -191,776 -8%
Bank of America
5
Bank of America
North Carolina
$192M +$9.24M +92,221 +5%
FFW
6
Fusion Family Wealth
New York
$144M +$5.21M +51,960 +4%
Invesco
7
Invesco
Georgia
$120M +$123M +1,225,300 New
KA
8
Kozak & Associates
Colorado
$54.4M +$7.15M +71,350 +15%
Wells Fargo
9
Wells Fargo
California
$54.3M +$3.13M +31,271 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$52.9M +$13.3M +133,021 +33%
Raymond James Financial
11
Raymond James Financial
Florida
$52.7M +$53.9M +538,236 New
UBS Group
12
UBS Group
Switzerland
$50.7M -$1.88M -18,767 -3%
EFL
13
ERn Financial LLC
Wisconsin
$39.1M +$243K +2,425 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$38.4M +$6.1M +60,879 +18%
Stifel Financial
15
Stifel Financial
Missouri
$27.1M +$902K +9,005 +3%
KA
16
Klingman & Associates
New York
$26.2M +$459K +4,581 +2%
EH
17
Equitable Holdings
New York
$24.5M +$1.2M +11,996 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$23.3M +$2.96M +29,503 +14%
IAA
19
Independent Advisor Alliance
North Carolina
$21.7M +$22.2M +221,285 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$21.4M +$11.7M +117,027 +116%
SA
21
Stewardship Advisors
Pennsylvania
$19M +$306K +3,051 +2%
Mariner
22
Mariner
Kansas
$18.6M +$944K +9,423 +5%
KDA
23
Kraft Davis & Associates
Missouri
$18.6M +$212K +2,120 +1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$4.83M -48,192 -22%
MFG
25
Merit Financial Group
Georgia
$16.4M +$12.8M +127,642 +323%