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Invesco S&P 500 Revenue ETF

250 hedge funds and large institutions have $3.75B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
30
Increased
109
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$16.1M +$845K +8,509 +6%
TFS
27
Thoroughbred Financial Services
Tennessee
$16M +$1.03M +10,412 +7%
ALA
28
Atlas Legacy Advisors
California
$15.5M +$15.5M +154,187 New
PAG
29
Private Advisor Group
New Jersey
$14.6M +$539K +5,429 +4%
EWA
30
EverSource Wealth Advisors
Alabama
$14.3M +$553K +5,563 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14.2M +$700K +7,044 +5%
DWM
32
Denver Wealth Management
Colorado
$14.1M -$410K -4,132 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$13.8M +$7.34M +73,839 +114%
MML Investors Services
34
MML Investors Services
Massachusetts
$12.7M -$2.98K -30 -0%
CCA
35
Cadent Capital Advisors
Oklahoma
$12M -$414K -4,167 -3%
RBWA
36
RFG - Bristol Wealth Advisors
Massachusetts
$11.8M +$1.92M +19,318 +19%
ACA
37
Aspire Capital Advisors
Washington
$11.8M -$2.93M -29,449 -20%
HI
38
Harbour Investments
Wisconsin
$10.6M +$691K +6,959 +7%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$9.36M -$406K -4,083 -4%
FA
40
Fermata Advisors
California
$9.29M -$1.2M -12,089 -11%
KDA
41
Kraft Davis & Associates
Missouri
$8.87M -$8.21M -87,205 -48%
TC
42
TFR Capital
Texas
$8.4M -$243K -2,443 -3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$8.1M +$360K +3,623 +5%
Stifel Financial
44
Stifel Financial
Missouri
$7.85M -$19.6M -197,284 -71%
MA
45
MONECO Advisors
Connecticut
$7.63M +$47.9K +482 +0.6%
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$7.47M -$1.22M -13,155 -14%
CRI
47
Colonial River Investments
Virginia
$7.46M +$7.46M +75,127 New
AWS
48
Atria Wealth Solutions
New York
$7.42M +$1.53M +15,374 +26%
RCA
49
Resonant Capital Advisors
Wisconsin
$7.35M
TPA
50
Trivium Point Advisory
Connecticut
$7.19M +$2.54M +25,540 +55%