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Invesco S&P 500 Revenue ETF

95 hedge funds and large institutions have $469M invested in Invesco S&P 500 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
31
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
76
HM Payson & Co
Maine
$40K
TFGT
77
TS Financial Group (TSFG)
Illinois
$39K
TPCW
78
TD Private Client Wealth
New York
$36.9K
GWM
79
Geneos Wealth Management
Colorado
$34K -$19.8K -285 -37%
Franklin Resources
80
Franklin Resources
California
$32K
GRP
81
Global Retirement Partners
California
$27K
CWA
82
Clearview Wealth Advisors
Oregon
$27K +$27K +429 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$22K
VFA
84
Valeo Financial Advisors
Indiana
$22K
GEA
85
Glen Eagle Advisors
New Jersey
$17.9K -$1.43K -23 -7%
CFGS
86
Concourse Financial Group Securities
Alabama
$16K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$15K -$115K -1,900 -88%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$14K
EIP
89
Ellis Investment Partners
Pennsylvania
$14K +$65 +1 +0.5%
BWL
90
Bogart Wealth LLC
Virginia
$12K
BWM
91
BerganKDV Wealth Management
Minnesota
$12K +$12K +200 New
BAM
92
Barrett Asset Management
New York
$10K
WWM
93
Wolff Wiese Magana
California
$8K +$8K +130 New
CFA
94
Carroll Financial Associates
North Carolina
$6K
ASN
95
Advisory Services Network
Georgia
$4K
FCH
96
Freestone Capital Holdings
Washington
$375 +$125 +2 +50%
NCM
97
Narwhal Capital Management
Georgia
-$275K -5,106 Closed
PFS
98
Prospera Financial Services
Texas
-$88K -1,631 Closed
AF
99
Advisornet Financial
Minnesota
-$71K -1,318 Closed
WCG
100
Weaver Consulting Group
California
-$39K -731 Closed