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Invesco S&P 500 Revenue ETF

101 hedge funds and large institutions have $536M invested in Invesco S&P 500 Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
19
Increased
32
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$58K +$42.9K +740 +285%
POIA
77
Pin Oak Investment Advisors
Texas
$54K
HI
78
Hudock Inc
Pennsylvania
$53K +$289 +5 +0.5%
GWM
79
Geneos Wealth Management
Colorado
$45K +$7.26K +125 +19%
US Bancorp
80
US Bancorp
Minnesota
$43K
EWP
81
Engrave Wealth Partners
Texas
$43K +$43K +750 New
TFGT
82
TS Financial Group (TSFG)
Illinois
$42K
HIA
83
Harbor Investment Advisory
Maryland
$39K +$39K +664 New
TPCW
84
TD Private Client Wealth
New York
$34.6K +$34.6K +593 New
TAM
85
Townsend Asset Management
North Carolina
$27K +$27K +467 New
GEA
86
Glen Eagle Advisors
New Jersey
$25.3K +$9.57K +164 +61%
FCA
87
FinTrust Capital Advisors
South Carolina
$25K
GRP
88
Global Retirement Partners
California
$25K
ACA
89
Atlas Capital Advisors
Wyoming
$22.2K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$22K +$22K +376 New
BWL
91
Bogart Wealth LLC
Virginia
$17K
CFGS
92
Concourse Financial Group Securities
Alabama
$15K
BCM
93
Bourgeon Capital Management
Connecticut
$15K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$13K
EIP
95
Ellis Investment Partners
Pennsylvania
$12K +$57 +1 +0.5%
PWP
96
Personal Wealth Partners
Minnesota
$10K -$12.4K -210 -55%
CFD
97
Creative Financial Designs
Indiana
$9K
ASN
98
Advisory Services Network
Georgia
$9K +$9K +160 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$6K -$3.06K -56 -34%
CFA
100
Carroll Financial Associates
North Carolina
$5K