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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

258 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 28 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
3.46%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
28
Increased
106
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$71.8M
2
Cerity Partners
Cerity Partners
New York
+$39.9M
3
Invesco
Invesco
Georgia
+$34.5M
4
Morgan Stanley
Morgan Stanley
New York
+$20.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$19.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$55.2M
2
EFL
ERn Financial LLC
Wisconsin
-$38.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$28.7M
4
GWM
Geneos Wealth Management
Colorado
-$20.7M
5
FA
Fermata Advisors
California
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$18.9M +$5.63M +53,968 +42%
MFG
27
Merit Financial Group
Georgia
$17M -$1.82M -17,419 -10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$16.4M +$1.45M +13,877 +10%
ALA
29
Atlas Legacy Advisors
California
$16.2M +$127K +1,214 +0.8%
EWA
30
EverSource Wealth Advisors
Alabama
$16.1M +$1.08M +10,371 +7%
DWM
31
Denver Wealth Management
Colorado
$15.7M +$858K +8,229 +6%
TFS
32
Thoroughbred Financial Services
Tennessee
$15.4M -$1.39M -13,354 -8%
PAG
33
Private Advisor Group
New Jersey
$14.9M -$359K -3,440 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.1M -$1.39M -13,347 -10%
RBWA
35
RFG - Bristol Wealth Advisors
Massachusetts
$13.1M +$642K +6,153 +5%
CCA
36
Cadent Capital Advisors
Oklahoma
$12.7M +$102K +975 +0.8%
ACA
37
Aspire Capital Advisors
Washington
$12.4M -$5.11K -49 -0%
HI
38
Harbour Investments
Wisconsin
$11.6M +$453K +4,344 +4%
BCM
39
Brookstone Capital Management
Illinois
$10.9M +$6.66M +63,875 +159%
AWM
40
Axxcess Wealth Management
California
$10.2M +$4M +38,366 +64%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$231K +2,187 +2%
CRI
42
Colonial River Investments
Virginia
$10M +$2.12M +20,126 +27%
KDA
43
Kraft Davis & Associates
Missouri
$9.85M -$56.1K -534 -0.6%
TC
44
TFR Capital
Texas
$9.07M +$249K +2,388 +3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$8.42M -$82.3K -789 -1%
MA
46
MONECO Advisors
Connecticut
$7.99M -$28.1K -269 -0.4%
KPWS
47
Kestra Private Wealth Services
Texas
$7.97M +$467K +4,474 +6%
TPA
48
Trivium Point Advisory
Connecticut
$7.87M +$326K +3,122 +4%
RCA
49
Resonant Capital Advisors
Wisconsin
$7.69M -$25.6K -245 -0.3%
Stifel Financial
50
Stifel Financial
Missouri
$7.68M -$565K -5,420 -7%
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