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Invesco S&P 500 Revenue ETF

301 hedge funds and large institutions have $5.46B invested in Invesco S&P 500 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
HA
226
Huntleigh Advisors
Missouri
$245K
IA
227
Integrity Alliance
Iowa
$243K
WE
228
Wealth Effects
Massachusetts
$232K
CWMK
229
Caliber Wealth Management (Kansas)
Kansas
$231K
M&T Bank
230
M&T Bank
New York
$229K
HFS
231
Heritage Financial Services
Massachusetts
$229K
SA
232
Sovran Advisors
California
$226K
LOWM
233
Laurel Oak Wealth Management
New Jersey
$223K
OWA
234
OakTrust Wealth Advisors
Connecticut
$220K
MFG
235
Marmo Financial Group
Tennessee
$214K
SG
236
StoneX Group
New York
$214K
CA
237
Clearstead Advisors
Ohio
$214K
AB
238
Atlas Brown
Kentucky
$213K
IA
239
IFG Advisory
Georgia
$213K
LTL
240
Lowery Thomas LLC
California
$212K
HNB
241
Huntington National Bank
Ohio
$207K
DC
242
Davenport & Co
Virginia
$204K
LWM
243
LongView Wealth Management
Georgia
$201K
PK
244
Pflug Koory
Nebraska
$179K
CAL
245
Capital Analysts LLC
Pennsylvania
$171K
TSMHT
246
Thurston Springer Miller Herd & Titak
Indiana
$160K
AIP
247
Ameritas Investment Partners
Nebraska
$150K
TPBG
248
Turning Point Benefit Group
Maryland
$144K
NS
249
NBC Securities
Alabama
$144K
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$141K