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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

45 hedge funds and large institutions have $243M invested in Invesco S&P 500 Revenue ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
10
Increased
20
Reduced
8
Closed
5
Calls
–
Puts
$786K
Net Calls
-$786K
Net Calls Change
+$20K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
FFW
2
Fusion Family Wealth
New York
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$24.4M
4
Ameriprise
4
Ameriprise
Minnesota
$6.57M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$4.13M

Top Sellers

1
CA
1
Cumberland Advisors
Florida
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.97M
3
Jane Street
3
Jane Street
New York
$0
4
MFS
4
MSI Financial Services
Massachusetts
$455K
5
IPC
5
Independent Portfolio Consultants
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M 1,394,699 +703,519 +102%
Bank of America
2
Bank of America
North Carolina
$39.8M 917,138 +70,959 +8%
Wells Fargo
3
Wells Fargo
California
$32.9M 756,419 +41,417 +6%
UBS Group
4
UBS Group
Switzerland
$24.4M 561,962 +376,212 +203%
FFW
5
Fusion Family Wealth
New York
$23.6M 535,512 +535,512 New
LPL Financial
6
LPL Financial
California
$7.46M 169,742 +36,084 +27%
Ameriprise
7
Ameriprise
Minnesota
$6.57M 151,319 +151,319 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.24M 120,559 +57,323 +91%
KA
9
Klingman & Associates
New York
$5.08M 116,916 -3,056 -3%
KLI
10
Kelman-Lazarov Inc
Tennessee
$5.01M 115,271 +2,670 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.97M 114,439 -213,885 -65%
MIH
12
Madison Investment Holdings
Wisconsin
$4.38M 100,774 +1,430 +1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.13M 95,171 +85,339 +868%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.45M 56,326 +41,090 +270%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.34M 53,745 +53,745 New
RJA
16
Raymond James & Associates
Florida
$2.2M 50,548 +19,332 +62%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.76M 40,580 +26,199 +182%
SPL
18
Smart Portfolios LLC
Washington
$1.46M 33,659 +6,476 +24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.34M 30,766 +411 +1%
NPC
20
National Planning Corporation
California
$1.2M 27,188 +4,987 +22%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$733K 16,877 – –
AG
22
Advisor Group
Arizona
$609K 14,032 -2,022 -13%
CAN
23
Cetera Advisor Networks
California
$520K 11,945 +2,035 +21%
FAM
24
Flaharty Asset Management
Florida
$486K 11,062 +11,062 New
MFS
25
MSI Financial Services
Massachusetts
$455K 10,477 -23,161 -69%
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