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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

255 hedge funds and large institutions have $4.1B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.42%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
27
Increased
105
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$501M
2
Cerity Partners
2
Cerity Partners
New York
$39.9M
3
Invesco
3
Invesco
Georgia
$853M
4
GRP
4
Global Retirement Partners
California
$28M
5
Morgan Stanley
5
Morgan Stanley
New York
$313M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$383M
2
EFL
2
ERn Financial LLC
Wisconsin
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.8M
4
GWM
4
Geneos Wealth Management
Colorado
$6.94M
5
FA
5
Fermata Advisors
California
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$853M 8,176,399 +330,726 +4%
LPL Financial
2
LPL Financial
California
$501M 4,800,717 +688,858 +17%
Ameriprise
3
Ameriprise
Minnesota
$383M 3,684,169 -530,013 -13%
Morgan Stanley
4
Morgan Stanley
New York
$313M 3,005,003 +196,885 +7%
AF
5
Allworth Financial
California
$235M 2,251,612 +40,231 +2%
Bank of America
6
Bank of America
North Carolina
$210M 2,011,138 +18,686 +0.9%
FFW
7
Fusion Family Wealth
New York
$165M 1,579,615 +9,042 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$91.9M 881,490 +183,462 +26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$91M 872,227 +20,146 +2%
Wells Fargo
10
Wells Fargo
California
$71.6M 686,896 +77,872 +13%
Raymond James Financial
11
Raymond James Financial
Florida
$70.8M 678,403 -6,820 -1%
KA
12
Kozak & Associates
Colorado
$60.8M 578,420 +8,711 +2%
UBS Group
13
UBS Group
Switzerland
$54.3M 520,474 -1,095 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$52.8M 536,301 -291,427 -35%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$52.6M 505,000 +145,539 +40%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$45.4M 435,146 +65,817 +18%
Cerity Partners
17
Cerity Partners
New York
$39.9M 382,195 +382,195 New
KAS
18
Kestra Advisory Services
Texas
$32.5M 311,325 +107,196 +53%
EH
19
Equitable Holdings
New York
$31.7M 304,221 +28,460 +10%
KA
20
Klingman & Associates
New York
$29.7M 284,786 +417 +0.1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$29.6M 284,246 +54,544 +24%
GRP
22
Global Retirement Partners
California
$28M 268,398 +268,398 New
SA
23
Stewardship Advisors
Pennsylvania
$22.7M 217,350 +1,800 +0.8%
Mariner
24
Mariner
Kansas
$20.6M 197,988 +5,260 +3%
AAS
25
Avantax Advisory Services
Texas
$19.2M 183,781 +21,372 +13%
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