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Invesco S&P 500 Revenue ETF

88 hedge funds and large institutions have $422M invested in Invesco S&P 500 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
22
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84M 1,556,781 -14,592 -0.9%
FFW
2
Fusion Family Wealth
New York
$52.7M 977,647 +97,830 +11%
Bank of America
3
Bank of America
North Carolina
$48.9M 906,752 -10,645 -1%
LPL Financial
4
LPL Financial
California
$43M 796,417 -8,883 -1%
UBS Group
5
UBS Group
Switzerland
$26.1M 484,164 -1,877 -0.4%
TF
6
Tompkins Financial
New York
$24.6M 456,128 +13,808 +3%
Wells Fargo
7
Wells Fargo
California
$17.3M 320,281 -14,194 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$15M 278,348 +9,037 +3%
FHC
9
First Heartland Consultants
Missouri
$14.6M 271,069 +256,650 +1,780%
RW
10
RVW Wealth
California
$10M 185,614 +6,402 +4%
KA
11
Klingman & Associates
New York
$9.74M 180,674 +684 +0.4%
BSW
12
Buckingham Strategic Wealth
Missouri
$9.74M 180,614 +180,614 New
Ameriprise
13
Ameriprise
Minnesota
$9.36M 173,595 -26,170 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.72M 143,154 -24,850 -15%
AAS
15
Avantax Advisory Services
Texas
$7.68M 142,533 +44,269 +45%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.47M 82,864 -168 -0.2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.22M 78,285 +53,461 +215%
KLI
18
Kelman-Lazarov Inc
Tennessee
$2.9M 53,804 -2,238 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.82M 52,318 -11,632 -18%
RCA
20
Resonant Capital Advisors
Wisconsin
$2.66M 49,236 -33,620 -41%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.42M 44,812 -3,481 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.93M 35,808 -85,813 -71%
KAS
23
Kestra Advisory Services
Texas
$1.91M 37,088 +37,088 New
PAG
24
Private Advisor Group
New Jersey
$1.33M 24,744 -170 -0.7%
NRI
25
NFP Retirement Inc
California
$1.23M 22,754 -83 -0.4%