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Invesco S&P 500 Revenue ETF

68 hedge funds and large institutions have $494M invested in Invesco S&P 500 Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
10
Increased
28
Reduced
17
Closed
5
Calls
$1.12M
Puts
$299K
Net Calls
+$822K
Net Calls Change
+$303K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.5M 1,655,456 -21,411 -1%
Bank of America
2
Bank of America
North Carolina
$65.9M 1,323,035 +15,791 +1%
Wells Fargo
3
Wells Fargo
California
$41.4M 831,733 +27,720 +3%
Ameriprise
4
Ameriprise
Minnesota
$35.6M 716,864 -68,763 -9%
LPL Financial
5
LPL Financial
California
$35.2M 706,270 +487,522 +223%
FFW
6
Fusion Family Wealth
New York
$32.9M 660,884 +33,338 +5%
UBS Group
7
UBS Group
Switzerland
$29.6M 594,270 -17,172 -3%
EWF
8
Epstein & White Financial
California
$24.3M 487,288 +487,288 New
TF
9
Tompkins Financial
New York
$17.7M 355,458 +355,458 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16.4M 329,976 +24,074 +8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$16M 321,400 +44,593 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$13M 261,933 +261,933 New
RJA
13
Raymond James & Associates
Florida
$12.3M 246,276 +6,721 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12M 240,033 +67,661 +39%
KA
15
Klingman & Associates
New York
$9.85M 197,717 +22,237 +13%
MIH
16
Madison Investment Holdings
Wisconsin
$5.76M 115,556 +1,853 +2%
KLI
17
Kelman-Lazarov Inc
Tennessee
$5.6M 112,469 -2,431 -2%
AG
18
Advisor Group
Arizona
$3.49M 70,050 +11,787 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.27M 65,570 +798 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.97M 59,654 +4,180 +8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.96M 59,335 +4,514 +8%
Jane Street
22
Jane Street
New York
$2.61M 52,393 +52,393 New
DADC
23
D.A. Davidson & Co
Montana
$1.97M 39,600 +39,600 New
DI
24
Diligent Investors
California
$1.75M 35,200 +5,449 +18%
BTS
25
BB&T Securities
Virginia
$1.75M 35,110 +2,408 +7%