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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
WIA
76
World Investment Advisors
California
$4.78M
PIA
77
Perennial Investment Advisors
California
$4.61M
TF
78
Tompkins Financial
New York
$4.45M
AWM
79
AE Wealth Management
Kansas
$4.38M
AF
80
Advisornet Financial
Minnesota
$4.32M
EF
81
Empowered Funds
Pennsylvania
$4.32M
FFS
82
Forge Financial Services
Oklahoma
$4.31M
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$4.25M
EFS
84
Essex Financial Services
Connecticut
$3.99M
IWC
85
Integrated Wealth Concepts
Massachusetts
$3.8M
KLI
86
Kelman-Lazarov Inc
Tennessee
$3.66M
HAP
87
Harbor Asset Planning
Massachusetts
$3.66M
MYIA
88
Mount Yale Investment Advisors
Colorado
$3.55M
VAS
89
Vestmark Advisory Solutions
Massachusetts
$3.55M
SA
90
Sanctuary Advisors
Indiana
$3.31M
Truist Financial
91
Truist Financial
North Carolina
$3.23M
OC
92
Optima Capital
Oregon
$3.04M
SS
93
Sunbelt Securities
Texas
$2.81M
NFG
94
Nations Financial Group
Iowa
$2.68M
RBWA
95
RFG - Bristol Wealth Advisors
Massachusetts
$2.68M
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.62M
RA
97
Rodgers & Associates
Pennsylvania
$2.5M
IWM
98
IHT Wealth Management
Illinois
$2.45M
P
99
&Partners
Tennessee
$2.42M
KWM
100
Kingsview Wealth Management
Oregon
$2.41M