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Invesco S&P 500 Revenue ETF

260 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 29 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
AssetMark Inc
226
AssetMark Inc
California
$44.5K
TLA
227
Tanglewood Legacy Advisors
Texas
$42.8K
MAS
228
MPWM Advisory Solutions
Georgia
$42.6K
AWM
229
Abound Wealth Management
Tennessee
$39.7K
RA
230
Rise Advisors
New York
$37.8K
MSFP
231
Mark Sheptoff Financial Planning
Connecticut
$35.6K
CTWM
232
Cherry Tree Wealth Management
Minnesota
$35.5K
LWA
233
Lowe Wealth Advisors
Maryland
$31.3K
CAM
234
Creekmur Asset Management
Illinois
$31K
AIC
235
Archer Investment Corporation
Indiana
$27.1K
JFA
236
JNBA Financial Advisors
Minnesota
$26.6K
IA
237
IFP Advisors
Florida
$25K
GA
238
GoalVest Advisory
New York
$24.9K
GI
239
GAMMA Investing
California
$24.1K
SWA
240
SOA Wealth Advisors
New York
$24K
FHA
241
First Horizon Advisors
Tennessee
$23K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$21.9K
CAL
243
Capital Analysts LLC
Pennsylvania
$21K
BlackRock
244
BlackRock
New York
$18.8K
GWSG
245
GPS Wealth Strategies Group
Colorado
$15.6K
WWM
246
Wolff Wiese Magana
California
$13.6K
CWM
247
Crowley Wealth Management
Delaware
$12.4K
CIAS
248
CBIZ Investment Advisory Services
Ohio
$12K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$10.9K
TCM
250
TD Capital Management
Tennessee
$10.7K