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Invesco S&P 500 Revenue ETF

71 hedge funds and large institutions have $478M invested in Invesco S&P 500 Revenue ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
27
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.5M 1,665,014 +9,558 +0.6%
Bank of America
2
Bank of America
North Carolina
$74.5M 1,467,574 +144,539 +11%
Wells Fargo
3
Wells Fargo
California
$40.6M 799,291 -32,442 -4%
LPL Financial
4
LPL Financial
California
$36.4M 718,063 +11,793 +2%
FFW
5
Fusion Family Wealth
New York
$33.8M 666,672 +5,788 +0.9%
Ameriprise
6
Ameriprise
Minnesota
$31.9M 628,823 -88,041 -12%
UBS Group
7
UBS Group
Switzerland
$30.6M 602,419 +8,149 +1%
TF
8
Tompkins Financial
New York
$18.3M 359,892 +4,434 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.7M 349,235 +27,835 +9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16.4M 329,976
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.2M 299,699 +37,766 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.6M 228,074 -11,959 -5%
KA
13
Klingman & Associates
New York
$10.5M 206,700 +8,983 +5%
RJA
14
Raymond James & Associates
Florida
$6.81M 134,248 -112,028 -45%
MIH
15
Madison Investment Holdings
Wisconsin
$5.93M 116,816 +1,260 +1%
KLI
16
Kelman-Lazarov Inc
Tennessee
$5.27M 103,774 -8,695 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.82M 75,286 +9,716 +15%
AG
18
Advisor Group
Arizona
$3.43M 67,468 -2,582 -4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.96M 58,355 -1,299 -2%
DADC
20
D.A. Davidson & Co
Montana
$2.11M 41,475 +1,875 +5%
DI
21
Diligent Investors
California
$2.01M 39,567 +4,367 +12%
EWF
22
Epstein & White Financial
California
$1.91M 37,678 -449,610 -92%
BTS
23
BB&T Securities
Virginia
$1.84M 36,247 +1,137 +3%
PAG
24
Private Advisor Group
New Jersey
$1.36M 26,853 -238 -0.9%
Jane Street
25
Jane Street
New York
$1.33M 26,250 -26,143 -50%