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Invesco S&P 500 Revenue ETF

302 hedge funds and large institutions have $5.46B invested in Invesco S&P 500 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 144 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 66

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

9% more capital invested

Capital invested by funds: $5.03B → $5.46B (+$429M)

4% more funds holding

Funds holding: 289302 (+13)

2.63% more ownership

Funds ownership: 72.47%75.1% (+2.6%)

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
3.67%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.26%
New
40
Increased
144
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
26
Tanglewood Legacy Advisors
Texas
$31.3M +$30.7M +272,829 +66,382%
PAG
27
Private Advisor Group
New Jersey
$29.2M +$13.6M +120,537 +90%
SA
28
Scarborough Advisors
Maryland
$27.6M +$397K +3,521 +1%
EFG
29
Everest Financial Group
Minnesota
$27.4M +$26.9M +238,961 New
AAS
30
Asset Allocation Strategies
Michigan
$27M +$10.9M +96,984 +70%
TFS
31
Thoroughbred Financial Services
Tennessee
$23.6M +$6.46M +57,345 +39%
Mariner
32
Mariner
Kansas
$23.2M +$268K +2,376 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$21.9M +$1.65M +14,665 +8%
ALA
34
Atlas Legacy Advisors
California
$20.9M +$2.5M +22,197 +14%
MFG
35
Merit Financial Group
Georgia
$20.1M +$806K +7,158 +4%
SA
36
Sanctuary Advisors
Indiana
$20M +$16.3M +144,786 +484%
Goldman Sachs
37
Goldman Sachs
New York
$19.7M +$2.82M +25,007 +17%
IPA
38
Investment Planning Advisors
Georgia
$19M +$460K +4,085 +3%
DWM
39
Denver Wealth Management
Colorado
$18.3M +$611K +5,427 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$18.1M +$3.05M +27,075 +21%
EWA
41
EverSource Wealth Advisors
Alabama
$17.9M +$83.4K +740 +0.5%
JP Morgan Chase
42
JP Morgan Chase
New York
$16.6M +$4.6M +40,858 +39%
BWAM
43
Blue Water Asset Management
Michigan
$16.3M +$16.1M +142,675 New
SWP
44
Stratos Wealth Partners
Ohio
$15.9M +$1.41M +12,488 +10%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$15.8M -$4.54M -40,334 -23%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$15M +$4.25M +37,769 +41%
CCA
47
Cadent Capital Advisors
Oklahoma
$14.7M +$94K +834 +0.7%
ACA
48
Aspire Capital Advisors
Washington
$14M +$196K +1,742 +1%
BCM
49
Brookstone Capital Management
Illinois
$13M -$2.03M -18,023 -14%
HI
50
Harbour Investments
Wisconsin
$12.8M -$626K -5,553 -5%