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Invesco S&P 500 Revenue ETF

284 hedge funds and large institutions have $5B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13M
2 -$11.2M
3 -$7.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.37M
5
UBS Group
UBS Group
Switzerland
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$124K
William Blair & Company
227
William Blair & Company
Illinois
$124K
GFWA
228
Grey Fox Wealth Advisors
Delaware
$115K
AAP
229
Arax Advisory Partners
Colorado
$107K
GWS
230
Glassman Wealth Services
Virginia
$82.4K
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$71.4K
HPC
232
HM Payson & Co
Maine
$70.8K
BCWM
233
Bartlett & Co Wealth Management
Ohio
$63.5K
RFP
234
Root Financial Partners
California
$62K
BCMIO
235
Beacon Capital Management Inc (Ohio)
Ohio
$61.6K
ETS
236
ESL Trust Services
New York
$60.1K
APW
237
Atlantic Private Wealth
North Carolina
$58.5K
HIA
238
Harbor Investment Advisory
Maryland
$57.7K
MCM
239
MAI Capital Management
Ohio
$57.1K
TIM
240
Thompson Investment Management
Wisconsin
$55.3K
PB
241
Pinnacle Bancorp
Nebraska
$54K
OA
242
Operose Advisors
Wisconsin
$52.6K
AssetMark Inc
243
AssetMark Inc
California
$47.3K
TLA
244
Tanglewood Legacy Advisors
Texas
$45.4K
MAS
245
MPWM Advisory Solutions
Georgia
$45.4K
AWM
246
Abound Wealth Management
Tennessee
$42.1K
RA
247
Rise Advisors
New York
$40.2K
TIM
248
Tortoise Investment Management
New York
$38.7K
MSFP
249
Mark Sheptoff Financial Planning
Connecticut
$37.8K
CTWM
250
Cherry Tree Wealth Management
Minnesota
$37.6K