RWL icon

Invesco S&P 500 Revenue ETF

79 hedge funds and large institutions have $527M invested in Invesco S&P 500 Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
32
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.5M 1,670,882 +5,868 +0.4%
Bank of America
2
Bank of America
North Carolina
$80.9M 1,492,697 +25,123 +2%
Ameriprise
3
Ameriprise
Minnesota
$48.5M 894,985 +266,162 +42%
Wells Fargo
4
Wells Fargo
California
$41M 756,548 -42,743 -5%
LPL Financial
5
LPL Financial
California
$38.6M 712,718 -5,345 -0.7%
FFW
6
Fusion Family Wealth
New York
$36.8M 679,766 +13,094 +2%
UBS Group
7
UBS Group
Switzerland
$32.8M 604,978 +2,559 +0.4%
TF
8
Tompkins Financial
New York
$19.8M 365,389 +5,497 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$18.2M 335,843 -13,392 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.9M 256,131 -43,568 -15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.9M 238,764 +10,690 +5%
PAG
12
Private Advisor Group
New Jersey
$11.4M 210,946 +184,093 +686%
KA
13
Klingman & Associates
New York
$11.2M 206,784 +84 +0%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$8.78M 162,074 -167,902 -51%
RJA
15
Raymond James & Associates
Florida
$8.77M 161,887 +27,639 +21%
MIH
16
Madison Investment Holdings
Wisconsin
$6.32M 116,654 -162 -0.1%
KLI
17
Kelman-Lazarov Inc
Tennessee
$5.15M 95,015 -8,759 -8%
AG
18
Advisor Group
Arizona
$4.25M 78,496 +11,028 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.39M 62,535 -12,751 -17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.22M 59,438 +1,083 +2%
DADC
21
D.A. Davidson & Co
Montana
$2.3M 42,478 +1,003 +2%
CWM
22
Cornerstone Wealth Management
Missouri
$2.28M 109,620 +45,166 +70%
DI
23
Diligent Investors
California
$2.24M 41,400 +1,833 +5%
BTS
24
BB&T Securities
Virginia
$2M 36,931 +684 +2%
Jane Street
25
Jane Street
New York
$1.68M 30,916 +4,666 +18%