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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

95 hedge funds and large institutions have $469M invested in Invesco S&P 500 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
31
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$7.08M
2
RA
2
Rodgers & Associates
Pennsylvania
$2.31M
3
WMP
3
Wealth Management Partners
Arizona
$1.97M
4
FFW
4
Fusion Family Wealth
New York
$62.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.66M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$320K
2
BSW
2
Buckingham Strategic Wealth
Missouri
$5.77M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$348K
4
Morgan Stanley
4
Morgan Stanley
New York
$92.7M
5
AAS
5
Avantax Advisory Services
Texas
$5.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.7M 1,488,265 -68,516 -4%
FFW
2
Fusion Family Wealth
New York
$62.6M 1,004,723 +27,076 +3%
Bank of America
3
Bank of America
North Carolina
$54.8M 880,310 -26,442 -3%
LPL Financial
4
LPL Financial
California
$50.1M 803,880 +7,463 +0.9%
UBS Group
5
UBS Group
Switzerland
$30.3M 486,297 +2,133 +0.4%
TF
6
Tompkins Financial
New York
$29.3M 470,875 +14,747 +3%
Wells Fargo
7
Wells Fargo
California
$19.6M 313,989 -6,292 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.1M 291,015 +12,667 +5%
RW
9
RVW Wealth
California
$12M 190,206 +4,592 +2%
Ameriprise
10
Ameriprise
Minnesota
$11.9M 191,114 +17,519 +10%
KA
11
Klingman & Associates
New York
$11M 175,943 -4,731 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.87M 142,472 -682 -0.5%
MCC
13
Money Concepts Capital
Florida
$7.08M 113,738 +113,738 New
BSW
14
Buckingham Strategic Wealth
Missouri
$5.77M 92,593 -88,021 -49%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.34M 85,735 +2,871 +3%
AAS
16
Avantax Advisory Services
Texas
$5.18M 83,216 -59,317 -42%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.66M 74,766 +22,448 +43%
KLI
18
Kelman-Lazarov Inc
Tennessee
$3.21M 51,503 -2,301 -4%
RCA
19
Resonant Capital Advisors
Wisconsin
$2.8M 44,872 -4,364 -9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.68M 43,061 -1,751 -4%
KAS
21
Kestra Advisory Services
Texas
$2.37M 38,187 +1,099 +3%
RA
22
Rodgers & Associates
Pennsylvania
$2.31M 37,065 +37,065 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.07M 33,226 -2,582 -7%
WMP
24
Wealth Management Partners
Arizona
$1.97M 30,578 +30,578 New
EH
25
Equitable Holdings
New York
$1.5M 24,045 +5,015 +26%
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