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Invesco S&P 500 Revenue ETF

284 hedge funds and large institutions have $5B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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 Sellers

1 -$13M
2 -$11.2M
3 -$7.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.37M
5
UBS Group
UBS Group
Switzerland
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TFR Capital
Texas
$9.73M
MA
52
MONECO Advisors
Connecticut
$8.79M
PBF
53
Petix & Botte Financial
California
$8.61M
KPWS
54
Kestra Private Wealth Services
Texas
$8.58M
RCA
55
Resonant Capital Advisors
Wisconsin
$7.96M
Stifel Financial
56
Stifel Financial
Missouri
$7.84M
LCWP
57
Legacy Capital Wealth Partners
Arkansas
$7.71M
PCIA
58
Prime Capital Investment Advisors
Kansas
$7.57M
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$7.52M
WWM
60
Western Wealth Management
Colorado
$7.49M
GWM
61
Geneos Wealth Management
Colorado
$7.48M
MHFA
62
Mission Hills Financial Advisory
California
$7.18M
KWA
63
Kingswood Wealth Advisors
California
$7M
RPGNY
64
Retirement Planning Group (New York)
New York
$6.77M
CPRC
65
Consolidated Portfolio Review Corp
New York
$6.59M
AA
66
Ancora Advisors
Ohio
$6.03M
AC
67
Avestar Capital
New York
$5.69M
WMP
68
Wealth Management Partners
Arizona
$5.67M
NL
69
NWAM LLC
Washington
$5.42M
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$5.4M
IF
71
Intrua Financial
Texas
$5.12M
TCWM
72
Total Clarity Wealth Management
Illinois
$5.11M
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$4.87M
RW
74
RVW Wealth
California
$4.87M
ACM
75
Absolute Capital Management
Pennsylvania
$4.85M