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Invesco S&P 500 Revenue ETF

76 hedge funds and large institutions have $471M invested in Invesco S&P 500 Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 19 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
24
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$97.8M 2,100,666 +607,969 +41%
Morgan Stanley
2
Morgan Stanley
New York
$80.8M 1,736,088 +65,206 +4%
LPL Financial
3
LPL Financial
California
$35.4M 761,156 +48,438 +7%
Wells Fargo
4
Wells Fargo
California
$34.9M 749,014 -7,534 -1%
UBS Group
5
UBS Group
Switzerland
$32.5M 697,658 +92,680 +15%
FFW
6
Fusion Family Wealth
New York
$32.4M 695,714 +15,948 +2%
Ameriprise
7
Ameriprise
Minnesota
$25M 482,760 -412,225 -46%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17.3M 370,817 +34,974 +10%
TF
9
Tompkins Financial
New York
$16.1M 346,582 -18,807 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.5M 290,443 +51,679 +22%
PAG
11
Private Advisor Group
New Jersey
$10.2M 219,143 +8,197 +4%
KA
12
Klingman & Associates
New York
$9.44M 202,855 -3,929 -2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$8.06M 173,238 +11,164 +7%
RJA
14
Raymond James & Associates
Florida
$7.14M 153,425 -8,462 -5%
AG
15
Advisor Group
Arizona
$6.57M 141,244 +62,748 +80%
AAS
16
Avantax Advisory Services
Texas
$5.47M 117,557 +117,557 New
Goldman Sachs
17
Goldman Sachs
New York
$4.69M 100,758 +100,758 New
KLI
18
Kelman-Lazarov Inc
Tennessee
$3.87M 83,063 -11,952 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.75M 59,077 -361 -0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.65M 56,992 -5,543 -9%
BTS
21
BB&T Securities
Virginia
$2.14M 45,932 +9,001 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$2.09M 44,805 +18,162 +68%
DADC
23
D.A. Davidson & Co
Montana
$2M 42,906 +428 +1%
DI
24
Diligent Investors
California
$1.86M 40,022 -1,378 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.65M 35,467 +29,871 +534%