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Invesco S&P 500 Revenue ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$142K -$17.9K -259 -11%
HI
77
Hudock Inc
Pennsylvania
$104K +$415 +6 +0.4%
US Bancorp
78
US Bancorp
Minnesota
$90K +$39K +560 +77%
MPCG
79
Matrix Private Capital Group
New York
$89K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$87K
RWB
81
RMR Wealth Builders
New Jersey
$72K +$72K +1,040 New
HIA
82
Harbor Investment Advisory
Maryland
$69K -$3.05K -44 -4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$45K +$45K +645 New
HPC
84
HM Payson & Co
Maine
$44K
TFGT
85
TS Financial Group (TSFG)
Illinois
$43K
TPCW
86
TD Private Client Wealth
New York
$41.2K
Franklin Resources
87
Franklin Resources
California
$36K
GWM
88
Geneos Wealth Management
Colorado
$35K
FF
89
FourThought Financial
Florida
$32K +$32K +469 New
GRP
90
Global Retirement Partners
California
$30K
CWA
91
Clearview Wealth Advisors
Oregon
$30K
VFA
92
Valeo Financial Advisors
Indiana
$24K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$22K -$3K -43 -12%
GEA
94
Glen Eagle Advisors
New Jersey
$20K
CFGS
95
Concourse Financial Group Securities
Alabama
$18K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$17K
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$16K
EIP
98
Ellis Investment Partners
Pennsylvania
$15K +$69 +1 +0.5%
BWM
99
BerganKDV Wealth Management
Minnesota
$14K
BWL
100
Bogart Wealth LLC
Virginia
$14K