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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

26 hedge funds and large institutions have $94.1M invested in Invesco S&P 500 Revenue ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$768K
2
U
2
UBS
Switzerland
$5.03M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
TCM
4
Twele Capital Management
Minnesota
$0
5
LPL Financial
5
LPL Financial
California
$4.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24.2M 663,336 +12,899 +2%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M 400,400 +11,936 +3%
Bank of America
3
Bank of America
North Carolina
$10.7M 293,603 -196,129 -40%
BT
4
Beacon Trust
New Jersey
$6.76M 185,348 +1,736 +0.9%
U
5
UBS
Switzerland
$5.03M 137,798 +14,395 +12%
LPL Financial
6
LPL Financial
California
$4.78M 131,128 -7,600 -5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$4.21M 115,410 +310 +0.3%
CAN
8
Cetera Advisor Networks
California
$4.18M 114,800 +2,100 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4M 109,551 -988 -0.9%
BCI
10
Brinker Capital Investments
Pennsylvania
$3.9M 107,000 – –
MIH
11
Madison Investment Holdings
Wisconsin
$3.35M 91,953 +3,173 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.37M 65,072 +8,470 +15%
SPL
13
Smart Portfolios LLC
Washington
$1.41M 38,558 +63 +0.2%
BCMO
14
Buckingham Capital Management (Ohio)
Ohio
$1.29M 35,214 +2,814 +9%
RP
15
Reinhart Partners
Wisconsin
$835K 22,886 -3,924 -15%
BRWA
16
B. Riley Wealth Advisors
Florida
$768K 21,062 +21,062 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$468K 12,818 +568 +5%
MFS
18
MSI Financial Services
Massachusetts
$459K 12,595 +4,225 +50%
CWM
19
Concert Wealth Management
California
$247K 6,617 +1 +0%
DAS
20
Dynamic Advisor Solutions
Arizona
$238K 6,531 +6,531 New
WEC
21
Winslow Evans & Crocker
Massachusetts
$195K 5,353 +5,353 New
Deutsche Bank
22
Deutsche Bank
Germany
$54K 1,500 -1,500 -50%
CFN
23
Cordasco Financial Network
Florida
$42K 1,164 +1,164 New
Citigroup
24
Citigroup
New York
$20K 550 – –
TWA
25
TCI Wealth Advisors
Arizona
$6K 172 – –
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