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Invesco S&P 500 Revenue ETF

323 hedge funds and large institutions have $6.15B invested in Invesco S&P 500 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 64

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

13% more capital invested

Capital invested by funds: $5.46B → $6.15B (+$685M)

7% more funds holding

Funds holding: 302323 (+21)

0.78% more ownership

Funds ownership: 75.1%75.89% (+0.78%)

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
3.98%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
45
Increased
161
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$33M +$1.28M +10,881 +4%
TLA
27
Tanglewood Legacy Advisors
Texas
$32.7M +$1.34M +11,399 +4%
SA
28
Scarborough Advisors
Maryland
$30.4M +$2.74M +23,252 +10%
AAS
29
Asset Allocation Strategies
Michigan
$29.4M +$2.4M +20,318 +9%
EFG
30
Everest Financial Group
Minnesota
$28.7M +$1.28M +10,880 +5%
IPA
31
Investment Planning Advisors
Georgia
$28M +$9.18M +77,853 +47%
AWM
32
Axxcess Wealth Management
California
$27M -$11.8M -99,784 -30%
Goldman Sachs
33
Goldman Sachs
New York
$24.6M +$4.86M +41,235 +24%
TFS
34
Thoroughbred Financial Services
Tennessee
$24.1M +$459K +3,889 +2%
ALA
35
Atlas Legacy Advisors
California
$22.8M +$1.81M +15,313 +8%
Mariner
36
Mariner
Kansas
$22.5M -$815K -6,905 -3%
SA
37
Sanctuary Advisors
Indiana
$22.2M +$2.19M +18,545 +11%
MFG
38
Merit Financial Group
Georgia
$21.7M +$1.59M +13,492 +8%
MML Investors Services
39
MML Investors Services
Massachusetts
$21.2M -$818K -6,930 -4%
IAA
40
Independent Advisor Alliance
North Carolina
$20.1M +$20.7M +175,327 New
CCA
41
Cadent Capital Advisors
Oklahoma
$19.4M +$4.77M +40,447 +31%
DWM
42
Denver Wealth Management
Colorado
$19.3M +$1.03M +8,689 +5%
JP Morgan Chase
43
JP Morgan Chase
New York
$18.3M +$2.08M +17,611 +12%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$18.2M +$3.26M +27,652 +21%
EWA
45
EverSource Wealth Advisors
Alabama
$18.2M +$238K +2,014 +1%
SWP
46
Stratos Wealth Partners
Ohio
$18.1M +$2.22M +18,828 +14%
HI
47
Harbour Investments
Wisconsin
$17.6M +$4.81M +40,752 +36%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$17.5M +$1.64M +13,869 +10%
ACA
49
Aspire Capital Advisors
Washington
$16.7M +$2.73M +23,146 +19%
BWAM
50
Blue Water Asset Management
Michigan
$16.2M -$222K -1,884 -1%