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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 Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Tompkins Financial
New York
$4.19M -$36.2K -347 -0.9%
ACM
77
Absolute Capital Management
Pennsylvania
$4.19M +$1.26M +12,082 +43%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$4.13M +$2.81M +26,956 +212%
AAS
79
Ameritas Advisory Services
Nebraska
$4.08M -$1.95M -18,659 -32%
FFS
80
Forge Financial Services
Oklahoma
$4.05M -$16.7K -161 -0.4%
AF
81
Advisornet Financial
Minnesota
$3.89M +$143K +1,375 +4%
AWM
82
AE Wealth Management
Kansas
$3.76M +$266K +2,549 +8%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.62M -$106K -1,021 -3%
KLI
84
Kelman-Lazarov Inc
Tennessee
$3.45M -$56K -537 -2%
HAP
85
Harbor Asset Planning
Massachusetts
$3.44M +$3.44M +32,947 New
AWA
86
Amplius Wealth Advisors
Pennsylvania
$3.41M – – –
EFS
87
Essex Financial Services
Connecticut
$3.36M +$128K +1,228 +4%
Truist Financial
88
Truist Financial
North Carolina
$3.17M +$118K +1,131 +4%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$3.07M -$889K -8,528 -22%
NFG
90
Nations Financial Group
Iowa
$2.74M +$9.91K +95 +0.4%
OC
91
Optima Capital
Oregon
$2.64M +$2.64M +25,298 New
IPA
92
Investment Planning Advisors
Georgia
$2.53M +$273K +2,614 +12%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.49M +$2.49M +23,837 New
GSWM
94
Golden State Wealth Management
California
$2.37M +$663K +6,354 +39%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$2.37M +$253K +2,425 +12%
RA
96
Rodgers & Associates
Pennsylvania
$2.36M -$28.7K -275 -1%
AI
97
Atria Investments
North Carolina
$2.35M -$17.3K -166 -0.7%
P
98
&Partners
Tennessee
$2.33M +$39.9K +383 +2%
IWM
99
IHT Wealth Management
Illinois
$2.22M -$40.5K -388 -2%
TWM
100
TCFG Wealth Management
California
$2.21M +$1.57M +15,053 +245%
2 3
4
5 6