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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

257 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, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.45%
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
106
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
Morgan Stanley
4
Morgan Stanley
New York
$313M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$91.9M

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 %
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$7.39M 75,944 -4,426 -6%
WWM
52
Western Wealth Management
Colorado
$7.12M 68,253 +1,435 +2%
PCIA
53
Prime Capital Investment Advisors
Kansas
$7.06M 67,682 -995 -1%
PBF
54
Petix & Botte Financial
California
$7.05M 67,593 +8,515 +14%
GWM
55
Geneos Wealth Management
Colorado
$6.94M 66,539 -198,563 -75%
AAS
56
Asset Allocation Strategies
Michigan
$6.8M 65,249 +65,249 New
MHFA
57
Mission Hills Financial Advisory
California
$6.68M 64,072 -1,877 -3%
SWP
58
Stratos Wealth Partners
Ohio
$6.48M 62,100 +1,703 +3%
CPRC
59
Consolidated Portfolio Review Corp
New York
$6.27M 60,123 +17,962 +43%
RPGNY
60
Retirement Planning Group (New York)
New York
$5.94M 56,914 +8,062 +17%
Goldman Sachs
61
Goldman Sachs
New York
$5.86M 56,191 +18,043 +47%
AA
62
Ancora Advisors
Ohio
$5.78M 55,418 -1,078 -2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$5.48M 52,563 -8,415 -14%
AC
64
Avestar Capital
New York
$5.47M 52,494 +8,092 +18%
WMP
65
Wealth Management Partners
Arizona
$5.44M 51,995 -76 -0.1%
KWM
66
Kingsview Wealth Management
Oregon
$5.31M 50,963 +4,087 +9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.1M 48,893 -557 -1%
SW
68
Simplicity Wealth
New Jersey
$5.02M 48,111 +30,245 +169%
NL
69
NWAM LLC
Washington
$4.98M 47,674 +935 +2%
IF
70
Intrua Financial
Texas
$4.9M 47,017 -421 -0.9%
RW
71
RVW Wealth
California
$4.65M 44,592 -975 -2%
KWA
72
Kingswood Wealth Advisors
California
$4.61M 44,221 -1,899 -4%
WIA
73
World Investment Advisors
California
$4.49M 43,076 -335 -0.8%
TCWM
74
Total Clarity Wealth Management
Illinois
$4.49M 43,024 +12,260 +40%
PIA
75
Perennial Investment Advisors
California
$4.31M 41,305 +338 +0.8%
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