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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

76 hedge funds and large institutions have $471M invested in Invesco S&P 500 Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 19 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
24
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$97.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.69M
3
UBS Group
3
UBS Group
Switzerland
$32.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.8M
5
AG
5
Advisor Group
Arizona
$6.57M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$25M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
MIH
3
Madison Investment Holdings
Wisconsin
$0
4
CWM
4
Cornerstone Wealth Management
Missouri
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
51
Smart Portfolios LLC
Washington
$271K -$8.76K -188 -3%
AA
52
Ancora Advisors
Ohio
$265K -$7.83K -168 -3%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$237K -$70.3K -1,509 -23%
IA
54
IFP Advisors
Florida
$225K -$153K -3,307 -40%
MA
55
MONECO Advisors
Connecticut
$223K +$223K +4,788 New
SG Americas Securities
56
SG Americas Securities
New York
$214K -$591K -12,710 -73%
JCM
57
Jacobi Capital Management
Pennsylvania
$180K -$68.7K -1,476 -28%
NCM
58
Next Capital Management
New York
$124K +$124K +2,660 New
WCM
59
Whitener Capital Management
North Carolina
$95K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$86K – – –
CFD
61
Creative Financial Designs
Indiana
$71K – – –
WCM
62
WealthBridge Capital Management
Ohio
$63K +$63K +1,354 New
BWL
63
Bogart Wealth LLC
Virginia
$58K +$58K +1,253 New
POIA
64
Pin Oak Investment Advisors
Texas
$43K – – –
HI
65
Hudock Inc
Pennsylvania
$41K +$183 +4 +0.4%
CFN
66
Cordasco Financial Network
Florida
$38K – – –
US Bancorp
67
US Bancorp
Minnesota
$34K – – –
GRP
68
Global Retirement Partners
California
$20K – – –
FCA
69
FinTrust Capital Advisors
South Carolina
$20K +$20K +425 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$10K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$7K +$7K +145 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$5K +$5K +108 New
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
AssetMark Inc
74
AssetMark Inc
California
$2K +$2K +50 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
– -$13.9M -256,131 Closed
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