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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

85 hedge funds and large institutions have $486M invested in Invesco S&P 500 Revenue ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
18
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$16.6M
2
TFS
2
Thoroughbred Financial Services
Tennessee
$6.58M
3
FFW
3
Fusion Family Wealth
New York
$42.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
AAS
5
Avantax Advisory Services
Texas
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$82.3M
4
RJA
4
Raymond James & Associates
Florida
$4.27M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.3M 1,541,614 -141,457 -8%
Bank of America
2
Bank of America
North Carolina
$69.6M 1,303,517 -795,174 -38%
LPL Financial
3
LPL Financial
California
$43.9M 822,496 -31,775 -4%
FFW
4
Fusion Family Wealth
New York
$42.4M 793,600 +67,296 +9%
UBS Group
5
UBS Group
Switzerland
$32.7M 612,203 -29,333 -5%
Wells Fargo
6
Wells Fargo
California
$27.4M 514,062 -41,674 -7%
TF
7
Tompkins Financial
New York
$21.8M 409,274 -5,854 -1%
Ameriprise
8
Ameriprise
Minnesota
$20.9M 390,597 -46,003 -11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.8M 333,599 -58,777 -15%
HCA
10
Heck Capital Advisors
Wisconsin
$16.6M 310,508 +310,508 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.6M 273,247 -29,740 -10%
KA
12
Klingman & Associates
New York
$10.5M 196,710 -576 -0.3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$10.2M 191,368 +2,885 +2%
AG
14
Advisor Group
Arizona
$10M 188,188 +1,016 +0.5%
AAS
15
Avantax Advisory Services
Texas
$10M 187,887 +48,866 +35%
TFS
16
Thoroughbred Financial Services
Tennessee
$6.58M 153,847 +131,761 +597%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.33M 99,875 +37,070 +59%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.5M 84,297 -4,676 -5%
RJA
19
Raymond James & Associates
Florida
$4.27M 80,034 -77,190 -49%
KLI
20
Kelman-Lazarov Inc
Tennessee
$3.74M 70,084 -7,255 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$2.74M 51,401 +51,401 New
PAG
22
Private Advisor Group
New Jersey
$2.27M 42,540 -55,441 -57%
DADC
23
D.A. Davidson & Co
Montana
$2.15M 40,201 -1,635 -4%
Jane Street
24
Jane Street
New York
$2.13M 39,855 -3,179 -7%
BTS
25
BB&T Securities
Virginia
$2M 37,541 -1,135 -3%
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