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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

106 hedge funds and large institutions have $571M invested in Invesco S&P 500 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
35
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$10.7M
3
FHC
3
First Heartland Consultants
Missouri
$18M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.81M
5
SWP
5
Stratos Wealth Partners
Ohio
$4.62M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.34M
2
UBS Group
2
UBS Group
Switzerland
$31.7M
3
SCA
3
Snowden Capital Advisors
New York
$932K
4
Wells Fargo
4
Wells Fargo
California
$24.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
51
Smart Portfolios LLC
Washington
$454K -$74 -1 -0%
Bessemer Group
52
Bessemer Group
New Jersey
$411K – – –
NRI
53
NFP Retirement Inc
California
$383K +$516 +7 +0.1%
AIC
54
Ameritas Investment Company
Nebraska
$381K +$381K +5,167 New
FAIM
55
Financial Advocates Investment Management
Washington
$365K +$22.3K +302 +7%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$354K -$182K -2,464 -34%
MA
57
MONECO Advisors
Connecticut
$352K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$3.25K -44 -0.9%
IWC
59
Integrated Wealth Concepts
Massachusetts
$349K +$349K +4,738 New
TRCT
60
Tower Research Capital (TRC)
New York
$326K +$164K +2,226 +101%
WWM
61
Western Wealth Management
Colorado
$319K +$319K +4,322 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$318K -$70.3K -952 -18%
DW
63
Domani Wealth
Pennsylvania
$316K – – –
CAL
64
Capital Analysts LLC
Pennsylvania
$299K +$24K +325 +9%
DI
65
Diligent Investors
California
$294K -$19.1K -260 -6%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$289K +$289K +3,917 New
BAM
67
Belpointe Asset Management
Nevada
$281K +$295 +4 +0.1%
EGA
68
E&G Advisors
Texas
$280K -$264K -3,800 Closed
AA
69
Ancora Advisors
Ohio
$272K – – –
KPWS
70
Kestra Private Wealth Services
Texas
$271K +$443 +6 +0.2%
RJT
71
Raymond James Trust
Florida
$270K – – –
HighTower Advisors
72
HighTower Advisors
Illinois
$239K +$147 +2 +0.1%
JCM
73
Jacobi Capital Management
Pennsylvania
$231K -$368 -5 -0.2%
LWAC
74
Laurel Wealth Advisors (California)
California
$214K +$812 +11 +0.4%
MA
75
Montag & Associates
Georgia
$204K +$665 +9 +0.3%
1 2
3
4 5