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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

109 hedge funds and large institutions have $583M invested in Invesco S&P 500 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
48
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$131M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$5.66M
4
FFW
4
Fusion Family Wealth
New York
$80.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$43.9M
2
Wells Fargo
2
Wells Fargo
California
$23.2M
3
SPC
3
Sigma Planning Corp
Michigan
$307K
4
WA
4
Wealth Alliance
New York
$0
5
HNB
5
Huntington National Bank
Ohio
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$524K +$145 +2 +0%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$519K +$170K +2,338 +49%
BWP
53
Baldwin Wealth Partners
Massachusetts
$510K – – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$490K – – –
FAIM
55
Financial Advocates Investment Management
Washington
$422K +$62.2K +855 +17%
SPL
56
Smart Portfolios LLC
Washington
$417K -$31.5K -432 -7%
Bessemer Group
57
Bessemer Group
New Jersey
$402K -$3.86K -53 -1%
AIC
58
Ameritas Investment Company
Nebraska
$376K – – –
MA
59
MONECO Advisors
Connecticut
$347K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$347K +$437 +6 +0.1%
CAL
61
Capital Analysts LLC
Pennsylvania
$335K +$40.1K +550 +14%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$331K +$17.2K +236 +5%
DW
63
Domani Wealth
Pennsylvania
$312K – – –
SPC
64
Sigma Planning Corp
Michigan
$307K -$479K -6,573 -61%
DI
65
Diligent Investors
California
$294K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$286K -$36.2K -497 -11%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$284K -$6.68K -90 -2%
BAM
68
Belpointe Asset Management
Nevada
$278K +$291 +4 +0.1%
EGA
69
E&G Advisors
Texas
$276K +$276K +3,800 New
NRI
70
NFP Retirement Inc
California
$273K -$105K -1,443 -28%
AA
71
Ancora Advisors
Ohio
$269K – – –
KPWS
72
Kestra Private Wealth Services
Texas
$267K – – –
RJT
73
Raymond James Trust
Florida
$266K – – –
PSF
74
Pacific Sun Financial
California
$244K +$244K +3,360 New
HighTower Advisors
75
HighTower Advisors
Illinois
$237K +$145 +2 +0.1%
1 2
3
4 5