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Invesco S&P 500 Revenue ETF

297 hedge funds and large institutions have $5.43B invested in Invesco S&P 500 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 141 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
226
Caliber Wealth Management (Kansas)
Kansas
$231K
M&T Bank
227
M&T Bank
New York
$229K
HFS
228
Heritage Financial Services
Massachusetts
$229K
SA
229
Sovran Advisors
California
$226K
LOWM
230
Laurel Oak Wealth Management
New Jersey
$223K
OWAL
231
OakTrust Wealth Advisors, LLC
Connecticut
$220K
MFG
232
Marmo Financial Group
Tennessee
$214K
SG
233
StoneX Group
New York
$214K
CA
234
Clearstead Advisors
Ohio
$214K
AB
235
Atlas Brown
Kentucky
$213K
IA
236
IFG Advisory
Georgia
$213K
LTL
237
Lowery Thomas LLC
California
$212K
HNB
238
Huntington National Bank
Ohio
$207K
DC
239
Davenport & Co
Virginia
$204K
LWM
240
LongView Wealth Management
Georgia
$201K
PK
241
Pflug Koory
Nebraska
$179K
CAL
242
Capital Analysts LLC
Pennsylvania
$171K
TSMHT
243
Thurston Springer Miller Herd & Titak
Indiana
$160K
AIP
244
Ameritas Investment Partners
Nebraska
$150K
TPBG
245
Turning Point Benefit Group
Maryland
$144K
NS
246
NBC Securities
Alabama
$144K
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$141K
US Bancorp
248
US Bancorp
Minnesota
$136K
AC
249
AlphaCore Capital
California
$136K
William Blair & Company
250
William Blair & Company
Illinois
$128K