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Invesco S&P 500 Revenue ETF

250 hedge funds and large institutions have $3.75B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
30
Increased
109
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$7.14M +$971K +9,779 +16%
PCIA
52
Prime Capital Investment Advisors
Kansas
$6.82M +$630K +6,340 +10%
WWM
53
Western Wealth Management
Colorado
$6.64M +$99.3K +1,000 +2%
MHFA
54
Mission Hills Financial Advisory
California
$6.55M -$125K -1,260 -2%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$6.06M +$283K +2,845 +5%
SWP
56
Stratos Wealth Partners
Ohio
$6M -$1.96M -19,739 -25%
AWM
57
Axxcess Wealth Management
California
$5.93M +$5.93M +59,729 New
PBF
58
Petix & Botte Financial
California
$5.87M +$1.62M +16,358 +38%
AAS
59
Ameritas Advisory Services
Nebraska
$5.74M -$384K -3,869 -6%
AA
60
Ancora Advisors
Ohio
$5.61M -$47.7K -480 -0.8%
WMP
61
Wealth Management Partners
Arizona
$5.17M -$1.79K -18 -0%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$4.91M -$799K -8,043 -14%
RPGNY
63
Retirement Planning Group (New York)
New York
$4.85M +$382K +3,850 +9%
IF
64
Intrua Financial
Texas
$4.71M +$101K +1,016 +2%
KWM
65
Kingsview Wealth Management
Oregon
$4.66M +$2.36M +23,750 +103%
NL
66
NWAM LLC
Washington
$4.64M +$232K +2,337 +5%
KWA
67
Kingswood Wealth Advisors
California
$4.58M +$49.9K +502 +1%
RW
68
RVW Wealth
California
$4.53M -$444K -4,474 -9%
AC
69
Avestar Capital
New York
$4.41M -$1.53M -15,442 -26%
WIA
70
World Investment Advisors
California
$4.31M +$16.7K +168 +0.4%
CPRC
71
Consolidated Portfolio Review Corp
New York
$4.19M +$736K +7,411 +21%
PIA
72
Perennial Investment Advisors
California
$4.07M -$6.36K -64 -0.2%
TF
73
Tompkins Financial
New York
$4.03M -$92.8K -934 -2%
BCM
74
Brookstone Capital Management
Illinois
$4M +$612K +6,159 +18%
FFS
75
Forge Financial Services
Oklahoma
$3.9M -$91.1K -917 -2%