RWL icon

Invesco S&P 500 Revenue ETF

258 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 28 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
3.46%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
28
Increased
106
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$7.39M -$430K -4,426 -6%
WWM
52
Western Wealth Management
Colorado
$7.12M +$150K +1,435 +2%
PCIA
53
Prime Capital Investment Advisors
Kansas
$7.06M -$104K -995 -1%
PBF
54
Petix & Botte Financial
California
$7.05M +$888K +8,515 +14%
GWM
55
Geneos Wealth Management
Colorado
$6.94M -$20.7M -198,563 -75%
AAS
56
Asset Allocation Strategies
Michigan
$6.8M +$6.8M +65,249 New
MHFA
57
Mission Hills Financial Advisory
California
$6.68M -$196K -1,877 -3%
SWP
58
Stratos Wealth Partners
Ohio
$6.48M +$178K +1,703 +3%
CPRC
59
Consolidated Portfolio Review Corp
New York
$6.27M +$1.87M +17,962 +43%
RPGNY
60
Retirement Planning Group (New York)
New York
$5.94M +$841K +8,062 +17%
Goldman Sachs
61
Goldman Sachs
New York
$5.86M +$1.88M +18,043 +47%
AA
62
Ancora Advisors
Ohio
$5.78M -$112K -1,078 -2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$5.48M -$878K -8,415 -14%
AC
64
Avestar Capital
New York
$5.47M +$844K +8,092 +18%
WMP
65
Wealth Management Partners
Arizona
$5.44M -$7.96K -76 -0.1%
KWM
66
Kingsview Wealth Management
Oregon
$5.31M +$426K +4,087 +9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.1M -$58.1K -557 -1%
SW
68
Simplicity Wealth
New Jersey
$5.02M +$3.15M +30,245 +169%
NL
69
NWAM LLC
Washington
$4.98M +$97.6K +935 +2%
IF
70
Intrua Financial
Texas
$4.9M -$43.9K -421 -0.9%
RW
71
RVW Wealth
California
$4.65M -$102K -975 -2%
KWA
72
Kingswood Wealth Advisors
California
$4.61M -$198K -1,899 -4%
WIA
73
World Investment Advisors
California
$4.49M -$34.9K -335 -0.8%
TCWM
74
Total Clarity Wealth Management
Illinois
$4.49M +$1.28M +12,260 +40%
PIA
75
Perennial Investment Advisors
California
$4.31M +$35.3K +338 +0.8%