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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

88 hedge funds and large institutions have $422M invested in Invesco S&P 500 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
22
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$14.6M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$9.74M
3
FFW
3
Fusion Family Wealth
New York
$52.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.22M
5
AAS
5
Avantax Advisory Services
Texas
$7.68M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RCA
3
Resonant Capital Advisors
Wisconsin
$2.66M
4
Ameriprise
4
Ameriprise
Minnesota
$9.36M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$1.07M -$96.5K -1,790 -8%
EH
27
Equitable Holdings
New York
$1.03M -$80.2K -1,488 -7%
RJA
28
Raymond James & Associates
Florida
$919K -$144K -2,672 -14%
CAN
29
Cetera Advisor Networks
California
$830K -$214K -3,960 -20%
SPIA
30
Steward Partners Investment Advisory
New York
$764K -$4.58K -85 -0.6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$752K +$743K +13,776 +7,827%
TFS
32
Thoroughbred Financial Services
Tennessee
$667K -$29.2K -542 -4%
TRCT
33
Tower Research Capital (TRC)
New York
$663K -$254K -4,713 -28%
NA
34
NewEdge Advisors
Louisiana
$621K +$45.5K +843 +8%
Stifel Financial
35
Stifel Financial
Missouri
$484K +$30.6K +567 +7%
ECG
36
Edge Capital Group
Georgia
$475K – – –
CAM
37
Cozad Asset Management
Illinois
$466K – – –
FAM
38
Flaharty Asset Management
Florida
$442K -$17K -315 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$428K +$702 +13 +0.2%
LNC
40
Lincoln National Corp
Pennsylvania
$409K +$646 +12 +0.2%
SI
41
Stephens Inc
Arkansas
$408K +$323 +6 +0.1%
BWP
42
Baldwin Wealth Partners
Massachusetts
$378K – – –
SPL
43
Smart Portfolios LLC
Washington
$363K +$91.8K +1,701 +34%
Truist Financial
44
Truist Financial
North Carolina
$302K -$19.6K -364 -6%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$1.24K +23 +0.4%
NCM
46
Narwhal Capital Management
Georgia
$275K -$83.8K -1,555 -23%
AIC
47
Ameritas Investment Company
Nebraska
$264K – – –
MA
48
MONECO Advisors
Connecticut
$256K +$1.03K +19 +0.4%
HighTower Advisors
49
HighTower Advisors
Illinois
$240K +$379 +7 +0.2%
DI
50
Diligent Investors
California
$235K -$41.1K -762 -15%
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