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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

104 hedge funds and large institutions have $563M invested in Invesco S&P 500 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
Money Concepts Capital
Florida
$17.6M
2
FHC
First Heartland Consultants
Missouri
$8.54M
3
FFW
Fusion Family Wealth
New York
$75.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.52M
5
Wells Fargo
Wells Fargo
California
$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.9M
2
Morgan Stanley
Morgan Stanley
New York
$101M
3
BSW
Buckingham Strategic Wealth
Missouri
$4.78M
4
UBS Group
UBS Group
Switzerland
$33.1M
5
TRCT
Tower Research Capital (TRC)
New York
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$2.46M +$2.46M +35,353 New
RA
27
Rodgers & Associates
Pennsylvania
$2.25M -$328K -4,718 -13%
WMP
28
Wealth Management Partners
Arizona
$1.97M -$193K -2,728 -9%
EH
29
Equitable Holdings
New York
$1.85M +$179K +2,575 +11%
CAN
30
Cetera Advisor Networks
California
$1.78M +$705K +10,142 +66%
PAG
31
Private Advisor Group
New Jersey
$1.64M +$56.6K +815 +4%
RJA
32
Raymond James & Associates
Florida
$1.41M -$38.6K -556 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.4M +$430K +6,187 +44%
APA
34
American Portfolios Advisors
New York
$1.32M +$16K +230 +1%
TFS
35
Thoroughbred Financial Services
Tennessee
$954K +$8.96K +129 +0.9%
SPIA
36
Steward Partners Investment Advisory
New York
$914K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$859K +$471K +6,766 +121%
SPC
38
Sigma Planning Corp
Michigan
$832K +$832K +11,967 New
NA
39
NewEdge Advisors
Louisiana
$798K -$7.5K -108 -0.9%
BCM
40
Barometer Capital Management
Ontario, Canada
$709K +$709K +10,200 New
Truist Financial
41
Truist Financial
North Carolina
$701K -$176K -2,529 -20%
MFGM
42
Marshall Financial Group (Maryland)
Maryland
$634K -$18K -259 -3%
LNC
43
Lincoln National Corp
Pennsylvania
$616K +$23.2K +334 +4%
ECG
44
Edge Capital Group
Georgia
$612K – – –
Stifel Financial
45
Stifel Financial
Missouri
$602K -$695 -10 -0.1%
FAM
46
Flaharty Asset Management
Florida
$586K -$19.5K -281 -3%
CAM
47
Cozad Asset Management
Illinois
$511K -$69.5K -1,000 -12%
SI
48
Stephens Inc
Arkansas
$506K +$348 +5 +0.1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$505K -$38.3K -551 -7%
BWP
50
Baldwin Wealth Partners
Massachusetts
$487K – – –
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