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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 %
SPL
51
Smart Portfolios LLC
Washington
$428K -$38.6K -555 -8%
Bessemer Group
52
Bessemer Group
New Jersey
$387K +$387K +5,573 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$370K +$370K +5,315 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$366K -$28.9K -415 -7%
NRI
55
NFP Retirement Inc
California
$361K -$5.63K -81 -2%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$334K -$35.2K -506 -10%
MA
57
MONECO Advisors
Connecticut
$332K +$1.11K +16 +0.3%
FAIM
58
Financial Advocates Investment Management
Washington
$323K +$6.05K +87 +2%
DW
59
Domani Wealth
Pennsylvania
$298K +$298K +4,284 New
DI
60
Diligent Investors
California
$296K +$278 +4 +0.1%
BAM
61
Belpointe Asset Management
Nevada
$265K +$265K +3,811 New
EGA
62
E&G Advisors
Texas
$264K – – –
CAL
63
Capital Analysts LLC
Pennsylvania
$259K +$137K +1,975 +113%
AA
64
Ancora Advisors
Ohio
$256K – – –
KPWS
65
Kestra Private Wealth Services
Texas
$255K +$1.11K +16 +0.4%
RJT
66
Raymond James Trust
Florida
$254K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$232K -$22.4K -322 -9%
HighTower Advisors
68
HighTower Advisors
Illinois
$227K -$66K -947 -23%
JCM
69
Jacobi Capital Management
Pennsylvania
$219K +$906 +13 +0.4%
LWAC
70
Laurel Wealth Advisors (California)
California
$201K +$201K +2,889 New
MA
71
Montag & Associates
Georgia
$191K +$763 +11 +0.4%
HI
72
Harbour Investments
Wisconsin
$184K +$184K +2,643 New
HNB
73
Huntington National Bank
Ohio
$181K -$163K – –
TRCT
74
Tower Research Capital (TRC)
New York
$153K -$380K -5,466 -71%
Citigroup
75
Citigroup
New York
$148K +$23K +331 +18%
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