We are live on ! Find out more
RWL icon

Invesco S&P 500 Revenue ETF

302 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, 144 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 66

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

9% more capital invested

Capital invested by funds: $5.03B → $5.46B (+$429M)

4% more funds holding

Funds holding: 289302 (+13)

2.63% more ownership

Funds ownership: 72.47%75.1% (+2.6%)

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
3.67%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.26%
New
40
Increased
144
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
276
Archer Investment Corporation
Indiana
$29.9K -$563 -5 -2%
SC
277
Swan Capital
Florida
$29.5K +$29.1K +258 New
GI
278
GAMMA Investing
California
$26.4K
CIAS
279
Capital Investment Advisory Services
North Carolina
$26.2K +$25.8K +229 New
GA
280
GoalVest Advisory
New York
$25.5K +$19.6K +174 +355%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$24K
ACM
282
Anfield Capital Management
California
$19.4K
IAIM
283
International Assets Investment Management
Florida
$18K +$17.7K +157 New
WWM
284
Wolff Wiese Magana
California
$14.9K -$2.25K -20 -13%
NEWAS
285
N.E.W. Advisory Services
Wisconsin
$13.6K +$2.25K +20 +20%
CIAS
286
CBIZ Investment Advisory Services
Ohio
$13.2K +$113 +1 +0.9%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$11.9K
TCM
288
TD Capital Management
Tennessee
$11.8K +$113 +1 +1%
WIM
289
Westside Investment Management
California
$11.4K
SWA
290
SOA Wealth Advisors
New York
$8.58K
LWMI
291
Legacy Wealth Management (Idaho)
Idaho
$8.02K -$7.32K -65 -48%
PA
292
Parallel Advisors
California
$4.12K
IA
293
IFP Advisors
Florida
$4.01K
LFG
294
Larson Financial Group
Missouri
$3.44K
Russell Investments Group
295
Russell Investments Group
United Kingdom
$2.86K
MCA
296
McGuire Capital Advisors
Oklahoma
$2.52K +$2.48K +22 New
FC
297
Financial Consulate
Maryland
$1.72K +$1.69K +15 New
GWM
298
Greenline Wealth Management
Florida
$1.72K +$1.69K +15 New
HNW
299
High Note Wealth
Minnesota
$1.64K
DF
300
DecisionPoint Financial
Arizona
$1.37K +$1.35K +12 New