We are live on ! Find out more
RWL icon

Invesco S&P 500 Revenue ETF

43 hedge funds and large institutions have $144M invested in Invesco S&P 500 Revenue ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

11% more capital invested

Capital invested by funds: $130M → $144M (+$14.3M)

10% more funds holding

Funds holding: 3943 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.66% less ownership

Funds ownership: 43.96%42.31% (-1.7%)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
15
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMO
26
Buckingham Capital Management (Ohio)
Ohio
$521K -$1.18M -28,725 -70%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$503K +$498K +12,140 New
AA
28
Ancora Advisors
Ohio
$378K -$316K -7,700 Closed
WPW
29
Waldron Private Wealth
Pennsylvania
$300K
CS
30
Credit Suisse
Switzerland
$270K +$267K +6,507 New
CAN
31
Cetera Advisor Networks
California
$251K -$145K -3,550 -37%
WEC
32
Winslow Evans & Crocker
Massachusetts
$188K -$4.1K -100 -2%
Creative Planning
33
Creative Planning
Kansas
$84K +$53.3K +1,300 +179%
CFN
34
Cordasco Financial Network
Florida
$34K
TRCT
35
Tower Research Capital (TRC)
New York
$25K -$20.7K -505 -45%
Citigroup
36
Citigroup
New York
$23K -$25.7K -627 -53%
IWMPD
37
Integrated Wealth Management (Palm Desert)
California
$22K +$22.5K +550 New
EWM
38
Evercore Wealth Management
New York
$21K +$20.5K +501 New
FANJ
39
Financial Architects (New Jersey)
New Jersey
$16K +$15.4K +376 New
SEI Investments
40
SEI Investments
Pennsylvania
$12K +$12K +293 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$6K +$6.23K +152 New
HI
42
Hudock Inc
Pennsylvania
$6K +$6.39K +156 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123 -$25K -610 -17%
KA
44
Klingman & Associates
New York
-$5.05M -123,793 Closed
SG Americas Securities
45
SG Americas Securities
New York
-$897K -21,994 Closed
Deutsche Bank
46
Deutsche Bank
Germany
-$759K -18,635 Closed
NPC
47
National Planning Corporation
California
-$61.5K -1,535 Closed
BRWA
48
B. Riley Wealth Advisors
Florida
-$53 -1,307 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
-$39K -950 Closed
WA
50
WFG Advisors
Texas
-$27K -657 Closed