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Invesco S&P 500 Revenue ETF

109 hedge funds and large institutions have $583M invested in Invesco S&P 500 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
48
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 1,799,253 +117,809 +7%
FFW
2
Fusion Family Wealth
New York
$80.8M 1,110,195 +32,131 +3%
Bank of America
3
Bank of America
North Carolina
$63.3M 869,363 +25,819 +3%
LPL Financial
4
LPL Financial
California
$43.9M 603,660 -214,195 -26%
UBS Group
5
UBS Group
Switzerland
$31.8M 437,434 +7,023 +2%
Wells Fargo
6
Wells Fargo
California
$23.2M 318,850 -12,089 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.5M 281,760 +7,069 +3%
FHC
8
First Heartland Consultants
Missouri
$17.8M 245,088 +1,456 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$16.3M 223,588 +5,476 +3%
RW
10
RVW Wealth
California
$16M 215,392 +6,670 +3%
KA
11
Klingman & Associates
New York
$14.7M 202,112 +1,674 +0.8%
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$13M 2,516,677 +2,371,887 +1,638%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12.3M 169,070 +27,405 +19%
TF
14
Tompkins Financial
New York
$7.18M 98,631 +98,631 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$6.91M 94,947 +1,823 +2%
SWP
16
Stratos Wealth Partners
Ohio
$6.12M 84,136 +21,416 +34%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.74M 78,903 +2,398 +3%
RCA
18
Resonant Capital Advisors
Wisconsin
$5.66M 77,750 +32,767 +73%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.25M 72,112 +6,818 +10%
AAS
20
Avantax Advisory Services
Texas
$5.15M 70,791 +5,616 +9%
BSW
21
Buckingham Strategic Wealth
Missouri
$4.39M 60,368 -1,259 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.6M 49,490 +391 +0.8%
KAS
23
Kestra Advisory Services
Texas
$2.97M 40,761 +4,106 +11%
WMP
24
Wealth Management Partners
Arizona
$2.9M 39,812 +2,385 +6%
KLI
25
Kelman-Lazarov Inc
Tennessee
$2.9M 39,795 -66 -0.2%