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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

106 hedge funds and large institutions have $571M invested in Invesco S&P 500 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
35
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$10.7M
3
FHC
3
First Heartland Consultants
Missouri
$18M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.81M
5
SWP
5
Stratos Wealth Partners
Ohio
$4.62M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.34M
2
UBS Group
2
UBS Group
Switzerland
$31.7M
3
SCA
3
Snowden Capital Advisors
New York
$932K
4
Wells Fargo
4
Wells Fargo
California
$24.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$124M 1,681,444 +232,809 +16%
FFW
2
Fusion Family Wealth
New York
$79.5M 1,078,064 -7,730 -0.7%
Bank of America
3
Bank of America
North Carolina
$62.2M 843,544 +25,613 +3%
LPL Financial
4
LPL Financial
California
$60.3M 817,855 +7,666 +0.9%
UBS Group
5
UBS Group
Switzerland
$31.7M 430,411 -45,076 -9%
Wells Fargo
6
Wells Fargo
California
$24.4M 330,939 -25,116 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.2M 274,691 -23,474 -8%
FHC
8
First Heartland Consultants
Missouri
$18M 243,632 +120,783 +98%
Ameriprise
9
Ameriprise
Minnesota
$16.1M 218,112 +6,809 +3%
RW
10
RVW Wealth
California
$15M 208,722 +8,591 +4%
KA
11
Klingman & Associates
New York
$14.8M 200,438 -255 -0.1%
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$10.7M 144,790 +144,790 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.4M 141,665 -760 -0.5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.87M 93,124 +4,992 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.64M 76,505 -3,319 -4%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.81M 65,294 +61,957 +1,857%
AAS
17
Avantax Advisory Services
Texas
$4.81M 65,175 -16,028 -20%
SWP
18
Stratos Wealth Partners
Ohio
$4.62M 62,720 +27,367 +77%
BSW
19
Buckingham Strategic Wealth
Missouri
$4.54M 61,627 -7,174 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.62M 49,099 +178 +0.4%
RCA
21
Resonant Capital Advisors
Wisconsin
$3.32M 44,983 +111 +0.2%
KLI
22
Kelman-Lazarov Inc
Tennessee
$2.94M 39,861 -10,413 -21%
WMP
23
Wealth Management Partners
Arizona
$2.76M 37,427 +9,577 +34%
KAS
24
Kestra Advisory Services
Texas
$2.7M 36,655 +218 +0.6%
CAN
25
Cetera Advisor Networks
California
$2.35M 31,861 +6,330 +25%
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