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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

101 hedge funds and large institutions have $536M invested in Invesco S&P 500 Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
19
Increased
32
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.15M
3
Ameriprise
Ameriprise
Minnesota
$20.3M
4
HCA
Heck Capital Advisors
Wisconsin
$17.3M
5
Bank of America
Bank of America
North Carolina
$86.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$741K
2
AG
Advisor Group
Arizona
$5.43M
3
PAG
Private Advisor Group
New Jersey
$1.74M
4
RJA
Raymond James & Associates
Florida
$2.88M
5
KLI
Kelman-Lazarov Inc
Tennessee
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.74M -$3.24M -55,520 -65%
Jane Street
27
Jane Street
New York
$1.66M +$577K +9,894 +53%
Goldman Sachs
28
Goldman Sachs
New York
$1.48M – – –
TFS
29
Thoroughbred Financial Services
Tennessee
$1.39M +$14.9K +255 +1%
APA
30
American Portfolios Advisors
New York
$1.34M -$2.45K -42 -0.2%
CAN
31
Cetera Advisor Networks
California
$1.09M +$3.79K +65 +0.3%
FHC
32
First Heartland Consultants
Missouri
$966K +$164K +2,808 +20%
Citadel Advisors
33
Citadel Advisors
Florida
$741K -$6.31M -108,240 -89%
Stifel Financial
34
Stifel Financial
Missouri
$735K +$16.3K +280 +2%
SPIA
35
Steward Partners Investment Advisory
New York
$729K +$162K +2,775 +28%
TRCT
36
Tower Research Capital (TRC)
New York
$702K +$82.2K +1,411 +13%
LNC
37
Lincoln National Corp
Pennsylvania
$657K -$4.14K -71 -0.6%
FAM
38
Flaharty Asset Management
Florida
$653K +$700 +12 +0.1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$641K -$22.5K -386 -3%
RICHC
40
Renaissance Investment Consultants Holding Company
Pennsylvania
$635K +$635K +10,927 New
FNBT
41
FineMark National Bank & Trust
Florida
$615K -$408 -7 -0.1%
Truist Financial
42
Truist Financial
North Carolina
$546K +$546K +9,358 New
IA
43
IFP Advisors
Florida
$517K -$20.5K -349 -4%
SI
44
Stephens Inc
Arkansas
$442K +$175 +3 +0%
Citigroup
45
Citigroup
New York
$436K -$3.56K -61 -0.8%
KWM
46
Kingsview Wealth Management
Oregon
$430K – – –
BWP
47
Baldwin Wealth Partners
Massachusetts
$409K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$353K +$353K +6,093 New
SPL
49
Smart Portfolios LLC
Washington
$340K -$3.85K -66 -1%
DI
50
Diligent Investors
California
$336K -$528K -9,045 -61%
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