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Invesco S&P 500 Revenue ETF

51 hedge funds and large institutions have $337M invested in Invesco S&P 500 Revenue ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
28
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$79.3M +$9.16M +196,969 +13%
Bank of America
2
Bank of America
North Carolina
$57.9M +$5.81M +124,896 +11%
Wells Fargo
3
Wells Fargo
California
$36.8M +$4.07M +87,543 +12%
UBS Group
4
UBS Group
Switzerland
$27M +$600K +12,904 +2%
FFW
5
Fusion Family Wealth
New York
$26M +$1.01M +21,645 +4%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$11.5M +$3.77M +81,140 +49%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.1M +$5.31M +114,177 +91%
RJA
8
Raymond James & Associates
Florida
$9.82M -$1.24M -26,676 -11%
Ameriprise
9
Ameriprise
Minnesota
$9.71M +$1.93M +41,499 +25%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.26M +$7.98M +171,645 +623%
LPL Financial
11
LPL Financial
California
$8.69M +$152K +3,280 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.23M +$411K +8,846 +6%
KA
13
Klingman & Associates
New York
$6.23M +$1.08M +23,177 +21%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.41M +$2.18M +46,885 +68%
MIH
15
Madison Investment Holdings
Wisconsin
$5.16M +$430K +9,252 +9%
KLI
16
Kelman-Lazarov Inc
Tennessee
$5M -$330K -7,104 -6%
Jane Street
17
Jane Street
New York
$3.12M -$901K -19,372 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.66M +$1.16M +25,026 +78%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.19M -$48.5K -1,044 -2%
BTS
20
BB&T Securities
Virginia
$1.93M +$1.28M +27,646 +199%
SPL
21
Smart Portfolios LLC
Washington
$1.59M +$70K +1,506 +5%
NPC
22
National Planning Corporation
California
$1.48M +$187K +4,004 +14%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.06M +$235K +5,063 +29%
AG
24
Advisor Group
Arizona
$959K +$102K +2,197 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$762K -$269K -5,794 -26%