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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

104 hedge funds and large institutions have $563M invested in Invesco S&P 500 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
Money Concepts Capital
Florida
$17.6M
2
FHC
First Heartland Consultants
Missouri
$8.54M
3
FFW
Fusion Family Wealth
New York
$75.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.52M
5
Wells Fargo
Wells Fargo
California
$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.9M
2
Morgan Stanley
Morgan Stanley
New York
$101M
3
BSW
Buckingham Strategic Wealth
Missouri
$4.78M
4
UBS Group
UBS Group
Switzerland
$33.1M
5
TRCT
Tower Research Capital (TRC)
New York
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M -$2.76M -39,630 -3%
FFW
2
Fusion Family Wealth
New York
$75.5M +$5.64M +81,071 +8%
Bank of America
3
Bank of America
North Carolina
$56.9M -$4.34M -62,379 -7%
LPL Financial
4
LPL Financial
California
$56.3M +$439K +6,309 +0.8%
TF
5
Tompkins Financial
New York
$33.9M +$1.18M +16,927 +4%
UBS Group
6
UBS Group
Switzerland
$33.1M -$752K -10,810 -2%
Wells Fargo
7
Wells Fargo
California
$24.8M +$2.92M +42,066 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.7M +$497K +7,150 +2%
MCC
9
Money Concepts Capital
Florida
$17.6M +$9.7M +139,529 +123%
Ameriprise
10
Ameriprise
Minnesota
$14.7M +$1.41M +20,189 +11%
RW
11
RVW Wealth
California
$14M +$694K +9,925 +5%
KA
12
Klingman & Associates
New York
$14M +$1.72M +24,750 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.9M -$3.27K -47 -0%
FHC
14
First Heartland Consultants
Missouri
$8.54M +$8.18M +117,704 +2,288%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$6.13M +$167K +2,397 +3%
AAS
16
Avantax Advisory Services
Texas
$5.65M -$140K -2,013 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.55M +$352K +5,058 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.52M +$3.21M +46,192 +139%
BSW
19
Buckingham Strategic Wealth
Missouri
$4.78M -$1.65M -23,792 -26%
DWM
20
Denver Wealth Management
Colorado
$4.54M +$4.54M +56,267 New
KLI
21
Kelman-Lazarov Inc
Tennessee
$3.5M -$85.4K -1,229 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.4M +$407K +5,860 +14%
RCA
23
Resonant Capital Advisors
Wisconsin
$3.12M – – –
SCA
24
Snowden Capital Advisors
New York
$2.63M +$2.63M +37,788 New
KAS
25
Kestra Advisory Services
Texas
$2.53M -$122K -1,750 -5%
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