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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 %
MSAM
51
Moloney Securities Asset Management
Missouri
$229K +$4.78K +96 +2%
IA
52
IFP Advisors
Florida
$220K – – –
Citigroup
53
Citigroup
New York
$93K +$20.1K +402 +28%
WCM
54
Whitener Capital Management
North Carolina
$92K – – –
WEC
55
Winslow Evans & Crocker
Massachusetts
$90.9K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$75K -$24.8K -500 -25%
CFD
57
Creative Financial Designs
Indiana
$56K +$12.4K +250 +29%
POIA
58
Pin Oak Investment Advisors
Texas
$46K – – –
HI
59
Hudock Inc
Pennsylvania
$44K -$12.8K -259 -23%
CFN
60
Cordasco Financial Network
Florida
$41K – – –
US Bancorp
61
US Bancorp
Minnesota
$36K +$29.5K +600 +458%
GRP
62
Global Retirement Partners
California
$21K – – –
APP
63
Avantax Planning Partners
Iowa
$19K +$19K +391 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$11K -$11.3K -231 -51%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$10K – – –
RCAG
66
Rehmann Capital Advisory Group
Michigan
$5K +$5K +100 New
CFA
67
Carroll Financial Associates
North Carolina
$4K – – –
AW
68
ACG Wealth
Georgia
– -$1.51M -29,445 Closed
Baird Financial Group
69
Baird Financial Group
Wisconsin
– -$1.15M -22,417 Closed
FSA
70
Financial Services Advisory
Maryland
– -$1.12M -21,841 Closed
RC
71
RegentAtlantic Capital
New Jersey
– -$266K -5,178 Closed
BlackRock
72
BlackRock
New York
– -$23K -452 Closed
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