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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

86 hedge funds and large institutions have $380M invested in Invesco S&P 500 Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
15
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
RVW Wealth
California
$9.17M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.8M
3
UBS Group
3
UBS Group
Switzerland
$24.9M
4
TF
4
Tompkins Financial
New York
$22.6M
5
NA
5
NewEdge Advisors
Louisiana
$545K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.25M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.27M
4
WA
4
Wealth Alliance
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.01M -$85.5K -1,672 -8%
CAN
27
Cetera Advisor Networks
California
$990K +$38.7K +757 +4%
TRCT
28
Tower Research Capital (TRC)
New York
$870K -$437K -8,541 -33%
FHC
29
First Heartland Consultants
Missouri
$738K -$92.4K -1,806 -11%
SPIA
30
Steward Partners Investment Advisory
New York
$729K – – –
TFS
31
Thoroughbred Financial Services
Tennessee
$661K -$577K -11,277 -47%
NA
32
NewEdge Advisors
Louisiana
$545K +$545K +10,666 New
ECG
33
Edge Capital Group
Georgia
$450K – – –
CAM
34
Cozad Asset Management
Illinois
$442K +$442K +8,650 New
FAM
35
Flaharty Asset Management
Florida
$435K -$5.52K -108 -1%
Stifel Financial
36
Stifel Financial
Missouri
$430K -$135K -2,646 -24%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$405K -$107K -2,083 -21%
LNC
38
Lincoln National Corp
Pennsylvania
$388K +$614 +12 +0.2%
SI
39
Stephens Inc
Arkansas
$387K +$307 +6 +0.1%
BWP
40
Baldwin Wealth Partners
Massachusetts
$359K – – –
NCM
41
Narwhal Capital Management
Georgia
$341K +$341K +6,661 New
Truist Financial
42
Truist Financial
North Carolina
$305K -$101K -1,974 -25%
SPL
43
Smart Portfolios LLC
Washington
$275K -$1.15K -21 -0.4%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$7.07K -138 -3%
FNBT
45
FineMark National Bank & Trust
Florida
$269K – – –
AIC
46
Ameritas Investment Company
Nebraska
$264K -$15.3K -300 -5%
DI
47
Diligent Investors
California
$262K -$9.48K -185 -3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$247K -$60.2K -1,178 -20%
MA
49
MONECO Advisors
Connecticut
$241K +$970 +19 +0.4%
HighTower Advisors
50
HighTower Advisors
Illinois
$225K -$8.29K -163 -4%
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