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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

64 hedge funds and large institutions have $419M invested in Invesco S&P 500 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
25
Reduced
13
Closed
4
Calls
$827K
Puts
$308K
Net Calls
+$519K
Net Calls Change
+$519K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.83M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.37M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.01M
4
LPL Financial
LPL Financial
California
+$1.65M
5
DI
Diligent Investors
California
+$1.53M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.79M
3
Jane Street
Jane Street
New York
-$3.38M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.61M
5
NPC
National Planning Corporation
California
-$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.15M +$24.4K +474 +2%
FSA
27
Financial Services Advisory
Maryland
$1.12M +$1.12M +21,841 New
FAIM
28
Financial Advocates Investment Management
Washington
$979K +$979K +19,043 New
CAN
29
Cetera Advisor Networks
California
$871K +$51.8K +1,002 +6%
IWM
30
IHT Wealth Management
Illinois
$861K +$861K +16,336 New
LNC
31
Lincoln National Corp
Pennsylvania
$710K +$352K +6,860 +99%
FAM
32
Flaharty Asset Management
Florida
$585K +$527 +10 +0.1%
FAAS
33
First Allied Advisory Services
California
$516K +$516K +10,058 New
APA
34
American Portfolios Advisors
New York
$447K +$447K +8,690 New
FHC
35
First Heartland Consultants
Missouri
$441K +$129K +2,510 +41%
PAG
36
Private Advisor Group
New Jersey
$415K -$494K -9,404 -54%
SWP
37
Stratos Wealth Partners
Ohio
$406K +$145K +2,819 +55%
PCP
38
Proficio Capital Partners
Massachusetts
$401K – – –
KWM
39
Kingsview Wealth Management
Oregon
$379K +$379K +7,378 New
BWP
40
Baldwin Wealth Partners
Massachusetts
$372K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$357K -$1.74K -33 -0.5%
AA
42
Ancora Advisors
Ohio
$301K – – –
JCM
43
Jacobi Capital Management
Pennsylvania
$291K +$33.2K +630 +13%
SPC
44
Sigma Planning Corp
Michigan
$288K +$57.6K +1,123 +25%
RC
45
RegentAtlantic Capital
New Jersey
$266K +$3.65K +71 +1%
MSAM
46
Moloney Securities Asset Management
Missouri
$232K +$232K +4,505 New
IA
47
IFP Advisors
Florida
$220K -$4.26K -83 -2%
SI
48
Stephens Inc
Arkansas
$214K +$214K +4,165 New
SPIA
49
Steward Partners Investment Advisory
New York
$103K – – –
WCM
50
Whitener Capital Management
North Carolina
$95K +$95K +1,851 New
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