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Invesco S&P 500 Revenue ETF

250 hedge funds and large institutions have $3.75B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
30
Increased
109
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
226
Creekmur Asset Management
Illinois
$29.5K
AIC
227
Archer Investment Corporation
Indiana
$25.7K +$99 +1 +0.4%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$24K +$24K +242 New
GI
229
GAMMA Investing
California
$22.9K
SWA
230
SOA Wealth Advisors
New York
$22.8K
CAL
231
Capital Analysts LLC
Pennsylvania
$20K +$20K +200 New
BWL
232
Bogart Wealth LLC
Virginia
$19.9K
BlackRock
233
BlackRock
New York
$17.9K
GWSG
234
GPS Wealth Strategies Group
Colorado
$14.9K
WWM
235
Wolff Wiese Magana
California
$12.9K
CWM
236
Crowley Wealth Management
Delaware
$11.8K
CIAS
237
CBIZ Investment Advisory Services
Ohio
$11.4K +$11.4K +115 New
TCM
238
TD Capital Management
Tennessee
$10.1K +$99 +1 +1%
WIM
239
Westside Investment Management
California
$9.93K +$9.93K +100 New
NEWAS
240
N.E.W. Advisory Services
Wisconsin
$9.74K +$9.74K +98 New
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$9.27K
Franklin Resources
242
Franklin Resources
California
$8.64K
FFWM
243
Future Financial Wealth Management
Ohio
$8.25K
ACA
244
Aptus Capital Advisors
Alabama
$8.07K -$99K -993 -92%
VWA
245
VSM Wealth Advisory
Maryland
$7.91K +$7.91K +80 New
GWANC
246
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.08K +$7.08K +71 New
CF
247
Collier Financial
Colorado
$6.08K
SS
248
Sunbelt Securities
Texas
$1.99K +$1.99K +20 New
HNW
249
High Note Wealth
Minnesota
$1.41K
PWA
250
Physician Wealth Advisors
Utah
$911