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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

255 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 27 funds opening new positions, 105 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.42%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
27
Increased
105
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$501M
2
Cerity Partners
2
Cerity Partners
New York
$39.9M
3
Invesco
3
Invesco
Georgia
$853M
4
GRP
4
Global Retirement Partners
California
$28M
5
Morgan Stanley
5
Morgan Stanley
New York
$313M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$383M
2
EFL
2
ERn Financial LLC
Wisconsin
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.8M
4
GWM
4
Geneos Wealth Management
Colorado
$6.94M
5
FA
5
Fermata Advisors
California
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$18.9M 181,317 +53,968 +42%
MFG
27
Merit Financial Group
Georgia
$17M 163,121 -17,419 -10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$16.4M 157,002 +13,877 +10%
ALA
29
Atlas Legacy Advisors
California
$16.2M 155,401 +1,214 +0.8%
EWA
30
EverSource Wealth Advisors
Alabama
$16.1M 154,058 +10,371 +7%
DWM
31
Denver Wealth Management
Colorado
$15.7M 150,378 +8,229 +6%
TFS
32
Thoroughbred Financial Services
Tennessee
$15.4M 147,631 -13,354 -8%
PAG
33
Private Advisor Group
New Jersey
$14.9M 143,175 -3,440 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.1M 125,440 -13,347 -10%
RBWA
35
RFG - Bristol Wealth Advisors
Massachusetts
$13.1M 125,169 +6,153 +5%
CCA
36
Cadent Capital Advisors
Oklahoma
$12.7M 122,137 +975 +0.8%
ACA
37
Aspire Capital Advisors
Washington
$12.4M 118,868 -49 -0%
HI
38
Harbour Investments
Wisconsin
$11.6M 110,982 +4,344 +4%
BCM
39
Brookstone Capital Management
Illinois
$10.9M 104,156 +63,875 +159%
AWM
40
Axxcess Wealth Management
California
$10.2M 98,095 +38,366 +64%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$10.2M 96,366 +2,187 +2%
CRI
42
Colonial River Investments
Virginia
$10M 95,253 +20,126 +27%
KDA
43
Kraft Davis & Associates
Missouri
$9.85M 93,693 -534 -0.6%
TC
44
TFR Capital
Texas
$9.07M 86,971 +2,388 +3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$8.42M 80,706 -789 -1%
MA
46
MONECO Advisors
Connecticut
$7.99M 76,587 -269 -0.4%
KPWS
47
Kestra Private Wealth Services
Texas
$7.97M 76,393 +4,474 +6%
TPA
48
Trivium Point Advisory
Connecticut
$7.87M 75,506 +3,122 +4%
RCA
49
Resonant Capital Advisors
Wisconsin
$7.69M 73,775 -245 -0.3%
Stifel Financial
50
Stifel Financial
Missouri
$7.68M 73,646 -5,420 -7%
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