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Invesco S&P 500 Revenue ETF

87 hedge funds and large institutions have $348M invested in Invesco S&P 500 Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
87
Holders Change
-14
Holders Change %
-13.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
8
Increased
20
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.6M 1,607,425 -73,730 -4%
Bank of America
2
Bank of America
North Carolina
$49.7M 1,131,237 -350,401 -24%
FFW
3
Fusion Family Wealth
New York
$39.4M 898,360 +71,954 +9%
LPL Financial
4
LPL Financial
California
$35.3M 803,845 +24,661 +3%
UBS Group
5
UBS Group
Switzerland
$19.6M 447,022 -150,428 -25%
TF
6
Tompkins Financial
New York
$18.7M 426,948 +17,066 +4%
Wells Fargo
7
Wells Fargo
California
$15.9M 362,146 -131,415 -27%
Ameriprise
8
Ameriprise
Minnesota
$10.6M 239,681 -107,667 -31%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.5M 239,481 -113,159 -32%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.31M 211,953 +211,953 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.69M 197,839 -51,855 -21%
KA
12
Klingman & Associates
New York
$8.03M 182,776 -10,789 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.63M 128,213 +61,665 +93%
AAS
14
Avantax Advisory Services
Texas
$5.49M 125,076 -81,701 -40%
RCA
15
Resonant Capital Advisors
Wisconsin
$4.94M 112,541 -10,182 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.94M 89,707 +52,844 +143%
Citadel Advisors
17
Citadel Advisors
Florida
$2.8M 63,724 +51,018 +402%
KLI
18
Kelman-Lazarov Inc
Tennessee
$2.62M 59,753 +8,847 +17%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.58M 58,711 -10,988 -16%
WA
20
Wealth Alliance
New York
$2.32M 52,911 +4,687 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.32M 52,870 -19,945 -27%
NRI
22
NFP Retirement Inc
California
$1.37M 31,261 +26 +0.1%
EH
23
Equitable Holdings
New York
$1.21M 27,579 -6,434 -19%
PAG
24
Private Advisor Group
New Jersey
$1.18M 26,900 -2,938 -10%
TRCT
25
Tower Research Capital (TRC)
New York
$1.12M 25,549 +13,504 +112%