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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.

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 %
BBHC
51
Brown Brothers Harriman & Co
New York
$223K – – –
SPC
52
Sigma Planning Corp
Michigan
$222K +$222K +4,341 New
PSF
53
Pacific Sun Financial
California
$204K +$204K +3,994 New
MML Investors Services
54
MML Investors Services
Massachusetts
$203K +$203K +3,969 New
AA
55
Ancora Advisors
Ohio
$189K – – –
JCM
56
Jacobi Capital Management
Pennsylvania
$159K +$820 +16 +0.5%
Citigroup
57
Citigroup
New York
$156K -$176K -3,434 -53%
HNB
58
Huntington National Bank
Ohio
$153K – – –
AWA
59
Arkadios Wealth Advisors
Georgia
$121K +$52 +1 +0%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
HI
61
Hudock Inc
Pennsylvania
$75K +$405 +8 +0.5%
WEC
62
Winslow Evans & Crocker
Massachusetts
$74K – – –
HIA
63
Harbor Investment Advisory
Maryland
$43K +$9.33K +184 +28%
GWM
64
Geneos Wealth Management
Colorado
$38K – – –
EWP
65
Engrave Wealth Partners
Texas
$38K – – –
WCG
66
Weaver Consulting Group
California
$37K – – –
TFGT
67
TS Financial Group (TSFG)
Illinois
$37K – – –
US Bancorp
68
US Bancorp
Minnesota
$37K – – –
HPC
69
HM Payson & Co
Maine
$33K -$42.8K -830 -56%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$33K +$33K +648 New
TPCW
71
TD Private Client Wealth
New York
$30.3K – – –
Franklin Resources
72
Franklin Resources
California
$28K +$28K +517 New
TAM
73
Townsend Asset Management
North Carolina
$24K +$24K +467 New
GRP
74
Global Retirement Partners
California
$22K – – –
FCA
75
FinTrust Capital Advisors
South Carolina
$22K – – –
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