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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

44 hedge funds and large institutions have $131M invested in Invesco S&P 500 Revenue ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
7
Reduced
19
Closed
2
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
BBA
1
BLB&B Advisors
Pennsylvania
$922K
2
IPC
2
Independent Portfolio Consultants
Florida
$628K
3
CA
3
Cumberland Advisors
Florida
$9.77M
4
PCP
4
Proficio Capital Partners
Massachusetts
$342K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$329K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.6M
2
Bank of America
2
Bank of America
North Carolina
$19.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$350K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.14M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$26.7M 662,931 -7,080 -1%
Morgan Stanley
2
Morgan Stanley
New York
$25.6M 636,922 -169,303 -21%
Bank of America
3
Bank of America
North Carolina
$19.4M 481,139 -99,513 -17%
CA
4
Cumberland Advisors
Florida
$9.77M 242,656 +13,120 +6%
LPL Financial
5
LPL Financial
California
$9.33M 235,650 +3,895 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.57M 163,355 -15,919 -9%
UBS Group
7
UBS Group
Switzerland
$6.04M 150,174 +6,658 +5%
KA
8
Klingman & Associates
New York
$4.86M 120,692 -1,170 -1%
KLI
9
Kelman-Lazarov Inc
Tennessee
$4.77M 117,981 +117,981 New
MIH
10
Madison Investment Holdings
Wisconsin
$3.85M 95,688 +1,075 +1%
MFS
11
MSI Financial Services
Massachusetts
$2.37M 58,766 -1,863 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.86M 46,257 -5,132 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.14M 28,420 -17,165 -38%
BBA
14
BLB&B Advisors
Pennsylvania
$922K 22,900 +22,900 New
AIG
15
American International Group
New York
$816K 20,273 +168 +0.8%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$699K 17,377 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$649K 16,137 -29 -0.2%
IPC
18
Independent Portfolio Consultants
Florida
$628K 15,595 +15,595 New
Goldman Sachs
19
Goldman Sachs
New York
$587K 14,577 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$498K 12,385 -359 -3%
RJA
21
Raymond James & Associates
Florida
$488K 12,135 -2,637 -18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$350K 8,700 -41,900 -83%
PCP
23
Proficio Capital Partners
Massachusetts
$342K 8,500 +8,500 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$329K 8,181 +8,181 New
NPC
25
National Planning Corporation
California
$299K 7,507 +7,507 New
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