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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

68 hedge funds and large institutions have $494M invested in Invesco S&P 500 Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
10
Increased
28
Reduced
17
Closed
5
Calls
$1.12M
Puts
$299K
Net Calls
+$822K
Net Calls Change
+$303K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.2M
2
EWF
2
Epstein & White Financial
California
$24.3M
3
TF
3
Tompkins Financial
New York
$17.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$35.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$931K
3
AW
3
ACG Wealth
Georgia
$0
4
SPL
4
Smart Portfolios LLC
Washington
$299K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.59M -$228K -4,582 -13%
PAG
27
Private Advisor Group
New Jersey
$1.35M +$957K +19,197 +243%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1M -$221K -4,440 -18%
FAIM
29
Financial Advocates Investment Management
Washington
$949K +$548 +11 +0.1%
HighTower Advisors
30
HighTower Advisors
Illinois
$931K -$2.01M -40,664 -68%
CAN
31
Cetera Advisor Networks
California
$880K +$39.1K +784 +5%
FNBT
32
FineMark National Bank & Trust
Florida
$841K +$841K +16,877 New
FAAS
33
First Allied Advisory Services
California
$813K +$314K +6,337 +63%
IWM
34
IHT Wealth Management
Illinois
$789K -$5.84K -120 -0.7%
MA
35
Mutual Advisors
Nebraska
$702K +$702K +14,094 New
IA
36
IFG Advisory
Georgia
$662K +$662K +11,860 New
FAM
37
Flaharty Asset Management
Florida
$541K +$341 +7 +0.1%
FHC
38
First Heartland Consultants
Missouri
$466K +$38K +763 +9%
SI
39
Stephens Inc
Arkansas
$449K +$242K +4,851 +116%
APA
40
American Portfolios Advisors
New York
$414K -$19.4K -389 -4%
PCP
41
Proficio Capital Partners
Massachusetts
$389K – – –
KWM
42
Kingsview Wealth Management
Oregon
$368K – – –
BWP
43
Baldwin Wealth Partners
Massachusetts
$361K – – –
SWP
44
Stratos Wealth Partners
Ohio
$358K -$36K -722 -9%
LNC
45
Lincoln National Corp
Pennsylvania
$346K -$343K -6,880 -50%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$301K -$29.2K -600 -9%
SPL
47
Smart Portfolios LLC
Washington
$299K -$1.28M -25,706 -81%
AA
48
Ancora Advisors
Ohio
$292K – – –
SPC
49
Sigma Planning Corp
Michigan
$286K +$6.77K +136 +2%
JCM
50
Jacobi Capital Management
Pennsylvania
$264K -$5.36K -110 -2%
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