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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

241 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, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
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
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$120M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.7M
3
LPL Financial
3
LPL Financial
California
$391M
4
IAA
4
Independent Advisor Alliance
North Carolina
$21.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.9M

Top Sellers

1
AF
1
Allworth Financial
California
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.36M
3
SWP
3
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
4
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$391M 3,997,747 +532,794 +15%
Ameriprise
2
Ameriprise
Minnesota
$316M 3,231,920 +20,551 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$285M 2,905,657 +58,008 +2%
AF
4
Allworth Financial
California
$225M 2,205,003 -191,776 -8%
Bank of America
5
Bank of America
North Carolina
$192M 1,956,141 +92,221 +5%
FFW
6
Fusion Family Wealth
New York
$144M 1,467,672 +51,960 +4%
Invesco
7
Invesco
Georgia
$120M 1,225,300 +1,225,300 New
KA
8
Kozak & Associates
Colorado
$54.4M 549,917 +71,350 +15%
Wells Fargo
9
Wells Fargo
California
$54.3M 554,834 +31,271 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$52.9M 540,240 +133,021 +33%
Raymond James Financial
11
Raymond James Financial
Florida
$52.7M 538,236 +538,236 New
UBS Group
12
UBS Group
Switzerland
$50.7M 517,836 -18,767 -3%
EFL
13
ERn Financial LLC
Wisconsin
$39.1M 398,974 +2,425 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$38.4M 392,645 +60,879 +18%
Stifel Financial
15
Stifel Financial
Missouri
$27.1M 276,350 +9,005 +3%
KA
16
Klingman & Associates
New York
$26.2M 267,384 +4,581 +2%
EH
17
Equitable Holdings
New York
$24.5M 250,596 +11,996 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$23.3M 238,227 +29,503 +14%
IAA
19
Independent Advisor Alliance
North Carolina
$21.7M 221,285 +221,285 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$21.4M 218,190 +117,027 +116%
SA
21
Stewardship Advisors
Pennsylvania
$19M 194,039 +3,051 +2%
Mariner
22
Mariner
Kansas
$18.6M 190,439 +9,423 +5%
KDA
23
Kraft Davis & Associates
Missouri
$18.6M 181,432 +2,120 +1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$17.2M 175,942 -48,192 -22%
MFG
25
Merit Financial Group
Georgia
$16.4M 167,218 +127,642 +323%
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