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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
SA
51
Sonoma Allocations
California
$12.2M +$1.01M +8,988 +10%
CRI
52
Colonial River Investments
Virginia
$11.8M +$540K +4,793 +5%
KDA
53
Kraft Davis & Associates
Missouri
$11.6M +$702K +6,235 +7%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$466K -4,136 -4%
PBF
55
Petix & Botte Financial
California
$10.6M +$1.62M +14,358 +18%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$10.5M +$2.64M +23,413 +34%
TC
57
TFR Capital
Texas
$10.3M +$212K +1,881 +2%
MA
58
MONECO Advisors
Connecticut
$9.59M +$486K +4,317 +5%
TCWM
59
Total Clarity Wealth Management
Illinois
$8.73M +$3.4M +30,144 +65%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$8.59M +$8.45M +75,000 New
KPWS
61
Kestra Private Wealth Services
Texas
$8.18M -$683K -6,066 -8%
GWM
62
Geneos Wealth Management
Colorado
$8.14M +$395K +3,507 +5%
RCA
63
Resonant Capital Advisors
Wisconsin
$8.13M -$101K -898 -1%
PCIA
64
Prime Capital Investment Advisors
Kansas
$8.09M +$256K +2,271 +3%
RPGNY
65
Retirement Planning Group (New York)
New York
$8.05M +$1.03M +9,139 +15%
WWM
66
Western Wealth Management
Colorado
$7.66M -$91.5K -812 -1%
LCWP
67
Legacy Capital Wealth Partners
Arkansas
$7.63M -$319K -2,830 -4%
MHFA
68
Mission Hills Financial Advisory
California
$7.58M +$156K +1,389 +2%
SPIA
69
Steward Partners Investment Advisory
New York
$7.35M +$5.86M +52,035 +427%
Stifel Financial
70
Stifel Financial
Missouri
$7.23M -$863K -7,664 -11%
KWA
71
Kingswood Wealth Advisors
California
$6.92M -$315K -2,796 -4%
AA
72
Ancora Advisors
Ohio
$6.42M +$181K +1,604 +3%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$6.28M +$4.31M +38,252 +231%
NL
74
NWAM LLC
Washington
$6.13M +$360K +3,195 +7%
OWG
75
Oxford Wealth Group
Florida
$6.13M +$6.03M +53,547 New