RWL icon

Invesco S&P 500 Revenue ETF

261 hedge funds and large institutions have $4.18B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.8M
2 +$43.5M
3 +$39.9M
4
Invesco
Invesco
Georgia
+$34.5M
5
Morgan Stanley
Morgan Stanley
New York
+$20.5M

Top Sellers

1 -$55.2M
2 -$38.3M
3 -$20.7M
4
FA
Fermata Advisors
California
-$8.53M
5
AWS
Atria Wealth Solutions
New York
-$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$18.9M
MFG
27
Merit Financial Group
Georgia
$17M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$16.4M
ALA
29
Atlas Legacy Advisors
California
$16.2M
EWA
30
EverSource Wealth Advisors
Alabama
$16.1M
DWM
31
Denver Wealth Management
Colorado
$15.7M
TFS
32
Thoroughbred Financial Services
Tennessee
$15.4M
PAG
33
Private Advisor Group
New Jersey
$14.9M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.1M
RBWA
35
RFG - Bristol Wealth Advisors
Massachusetts
$13.1M
CCA
36
Cadent Capital Advisors
Oklahoma
$12.7M
ACA
37
Aspire Capital Advisors
Washington
$12.4M
HI
38
Harbour Investments
Wisconsin
$11.6M
BCM
39
Brookstone Capital Management
Illinois
$10.9M
AWM
40
Axxcess Wealth Management
California
$10.2M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$10.2M
CRI
42
Colonial River Investments
Virginia
$10M
KDA
43
Kraft Davis & Associates
Missouri
$9.85M
TC
44
TFR Capital
Texas
$9.07M
JP Morgan Chase
45
JP Morgan Chase
New York
$8.42M
MA
46
MONECO Advisors
Connecticut
$7.99M
KPWS
47
Kestra Private Wealth Services
Texas
$7.97M
TPA
48
Trivium Point Advisory
Connecticut
$7.87M
RCA
49
Resonant Capital Advisors
Wisconsin
$7.69M
Stifel Financial
50
Stifel Financial
Missouri
$7.68M