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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

45 hedge funds and large institutions have $243M invested in Invesco S&P 500 Revenue ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
10
Increased
20
Reduced
8
Closed
5
Calls
–
Puts
$786K
Net Calls
-$786K
Net Calls Change
+$20K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
UBS Group
2
UBS Group
Switzerland
$24.4M
3
Ameriprise
3
Ameriprise
Minnesota
$6.57M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.13M
5
Bank of America
5
Bank of America
North Carolina
$39.8M

Top Sellers

1
CA
1
Cumberland Advisors
Florida
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.97M
3
Jane Street
3
Jane Street
New York
$0
4
MFS
4
MSI Financial Services
Massachusetts
$455K
5
IPC
5
Independent Portfolio Consultants
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$375K -$184K -4,242 -33%
BTS
27
BB&T Securities
Virginia
$356K – – –
PCP
28
Proficio Capital Partners
Massachusetts
$339K -$30.4K -700 -8%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$335K +7,601 New
PAG
30
Private Advisor Group
New Jersey
$318K +$99.8K +2,262 +46%
WPW
31
Waldron Private Wealth
Pennsylvania
$314K +$87 +2 +0%
LNC
32
Lincoln National Corp
Pennsylvania
$257K +$257K +5,912 New
AA
33
Ancora Advisors
Ohio
$254K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$168K -$9.99K -230 -6%
IA
35
IFP Advisors
Florida
$80K +$66.6K +1,524 +496%
BTIS
36
BB&T Investment Services
North Carolina
$60K +$60K +1,400 New
Creative Planning
37
Creative Planning
Kansas
$38K +$6.51K +150 +21%
CFN
38
Cordasco Financial Network
Florida
$36K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$19K -$10.6K -238 -36%
GRP
40
Global Retirement Partners
California
$19K +$19K +429 New
Citigroup
41
Citigroup
New York
$15K +$15K +350 New
HI
42
Hudock Inc
Pennsylvania
$11K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +240 New
CFA
44
Carroll Financial Associates
North Carolina
$4K – – –
CA
45
Cumberland Advisors
Florida
– -$10.4M -249,445 Closed
Jane Street
46
Jane Street
New York
– -$3.42M -81,858 Closed
IPC
47
Independent Portfolio Consultants
Florida
– -$526K -12,585 Closed
IWM
48
Integrated Wealth Management
California
– -$65K -1,550 Closed
SEI Investments
49
SEI Investments
Pennsylvania
– -$25K -588 Closed
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