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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

101 hedge funds and large institutions have $536M invested in Invesco S&P 500 Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
19
Increased
32
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.15M
3
Ameriprise
Ameriprise
Minnesota
$20.3M
4
HCA
Heck Capital Advisors
Wisconsin
$17.3M
5
Bank of America
Bank of America
North Carolina
$86.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$741K
2
AG
Advisor Group
Arizona
$5.43M
3
PAG
Private Advisor Group
New Jersey
$1.74M
4
RJA
Raymond James & Associates
Florida
$2.88M
5
KLI
Kelman-Lazarov Inc
Tennessee
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98M +$10.3M +176,664 +12%
Bank of America
2
Bank of America
North Carolina
$86.4M +$999K +17,122 +1%
FFW
3
Fusion Family Wealth
New York
$48.2M -$68.2K -1,169 -0.1%
LPL Financial
4
LPL Financial
California
$45.4M -$937K -16,067 -2%
UBS Group
5
UBS Group
Switzerland
$34.8M -$505K -8,656 -1%
Wells Fargo
6
Wells Fargo
California
$28.8M -$899K -15,423 -3%
TF
7
Tompkins Financial
New York
$23.9M +$265K +4,546 +1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$20.6M -$558K -9,573 -3%
Ameriprise
9
Ameriprise
Minnesota
$20.3M +$1.77M +30,322 +10%
HCA
10
Heck Capital Advisors
Wisconsin
$17.3M +$1.27M +21,849 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.6M -$841K -14,413 -5%
AAS
12
Avantax Advisory Services
Texas
$12.1M +$694K +11,898 +6%
KA
13
Klingman & Associates
New York
$11.3M -$87.9K -1,507 -0.8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$10.3M +$306K +5,255 +3%
RCA
15
Resonant Capital Advisors
Wisconsin
$7.16M +$7.16M +122,723 New
AG
16
Advisor Group
Arizona
$5.43M -$3.24M -55,562 -37%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.25M +$885K +15,177 +26%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.07M -$155K -2,658 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.88M +$453K +7,761 +13%
KLI
20
Kelman-Lazarov Inc
Tennessee
$2.97M -$1.01M -17,294 -25%
RJA
21
Raymond James & Associates
Florida
$2.88M -$1.54M -26,352 -35%
WA
22
Wealth Alliance
New York
$2.81M +$2.81M +48,224 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.15M +$1.9M +32,639 +773%
EH
24
Equitable Holdings
New York
$1.98M +$1.98M +34,013 New
NRI
25
NFP Retirement Inc
California
$1.82M +$1.82M +31,235 New
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