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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 %
Goldman Sachs
76
Goldman Sachs
New York
$3.79M -$8.17M -82,195 -68%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$3.77M +$774K +7,795 +26%
AIA
78
AssuredPartners Investment Advisors
Florida
$3.62M +$215K +2,160 +6%
AF
79
Advisornet Financial
Minnesota
$3.57M +$93K +936 +3%
IWC
80
Integrated Wealth Concepts
Massachusetts
$3.55M -$87.9K -885 -2%
FAIM
81
Financial Advocates Investment Management
Washington
$3.55M +$785K +7,898 +28%
KLI
82
Kelman-Lazarov Inc
Tennessee
$3.34M +$99 +1 +0%
AWM
83
AE Wealth Management
Kansas
$3.33M +$479K +4,823 +17%
AWA
84
Amplius Wealth Advisors
Pennsylvania
$3.25M +$397 +4 +0%
EFS
85
Essex Financial Services
Connecticut
$3.08M +$264K +2,660 +9%
TCWM
86
Total Clarity Wealth Management
Illinois
$3.01M -$24.1K -246 -0.8%
Truist Financial
87
Truist Financial
North Carolina
$2.91M -$90.4K -910 -3%
ACM
88
Absolute Capital Management
Pennsylvania
$2.79M -$271K -2,728 -9%
NFG
89
Nations Financial Group
Iowa
$2.6M -$261K -2,626 -9%
RA
90
Rodgers & Associates
Pennsylvania
$2.27M -$102K -1,028 -4%
AI
91
Atria Investments
North Carolina
$2.26M +$97.6K +982 +5%
IWM
92
IHT Wealth Management
Illinois
$2.15M -$31.6K -318 -1%
P
93
&Partners
Tennessee
$2.15M -$23.1K -236 -1%
IPA
94
Investment Planning Advisors
Georgia
$2.15M -$11.8M -118,968 -85%
NA
95
NewEdge Advisors
Louisiana
$2.11M +$430K +4,326 +26%
SWIA
96
Solano Wealth Investment Advisors
California
$2.08M -$15.7K -158 -0.8%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$2.02M +$82.1K +827 +4%
KCFA
98
Key Client Fiduciary Advisors
New Jersey
$1.86M +$13.3K +134 +0.7%
SW
99
Simplicity Wealth
New Jersey
$1.77M +$319K +3,213 +22%
KA
100
Kovack Advisors
Florida
$1.77M +$34.8K +350 +2%