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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

64 hedge funds and large institutions have $419M invested in Invesco S&P 500 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
25
Reduced
13
Closed
4
Calls
$827K
Puts
$308K
Net Calls
+$519K
Net Calls Change
+$519K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$40.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.82M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.85M
4
LPL Financial
LPL Financial
California
$11.2M
5
DI
Diligent Investors
California
$1.53M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$3.05M
3
Jane Street
Jane Street
New York
$0
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$15.7M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.2M +$72.4K +1,409 +0.1%
Bank of America
2
Bank of America
North Carolina
$67.2M +$949K +18,465 +1%
Wells Fargo
3
Wells Fargo
California
$41.3M +$1.52M +29,631 +4%
Ameriprise
4
Ameriprise
Minnesota
$40.4M +$7.83M +152,268 +24%
FFW
5
Fusion Family Wealth
New York
$32.3M +$1.33M +25,786 +4%
UBS Group
6
UBS Group
Switzerland
$31.4M +$652K +12,695 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$15.7M -$2.61M -50,799 -14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$1.11M +21,557 +8%
RJA
9
Raymond James & Associates
Florida
$12.3M +$480K +9,340 +4%
LPL Financial
10
LPL Financial
California
$11.2M +$1.65M +32,055 +17%
KA
11
Klingman & Associates
New York
$9.02M +$552K +10,740 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.86M -$193K -3,747 -2%
KLI
13
Kelman-Lazarov Inc
Tennessee
$5.9M -$56.8K -1,106 -1%
MIH
14
Madison Investment Holdings
Wisconsin
$5.84M -$23.7K -461 -0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.33M +$25.4K +495 +0.8%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.05M -$3.79M -73,888 -55%
AG
17
Advisor Group
Arizona
$2.99M +$439K +8,555 +17%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.85M +$2.01M +39,156 +240%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.82M +$2.37M +46,054 +525%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.87M -$1.4M -27,253 -43%
BTS
21
BB&T Securities
Virginia
$1.68M -$678K -13,200 -29%
SPL
22
Smart Portfolios LLC
Washington
$1.63M -$77.2K -1,502 -5%
DI
23
Diligent Investors
California
$1.53M +$1.53M +29,751 New
AW
24
ACG Wealth
Georgia
$1.51M +$1.51M +29,445 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.26M +$171K +3,330 +16%
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