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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
AC
76
Avestar Capital
New York
$5.95M +$62.4K +554 +1%
RFS
77
Retirement Financial Solutions
Tennessee
$5.81M +$385K +3,416 +7%
MCC
78
Money Concepts Capital
Florida
$5.5M +$4.37M +38,766 +416%
WMP
79
Wealth Management Partners
Arizona
$5.47M -$395K -3,508 -7%
ACM
80
Absolute Capital Management
Pennsylvania
$5.33M +$311K +2,757 +6%
Truist Financial
81
Truist Financial
North Carolina
$5.31M +$1.93M +17,113 +59%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$5.11M +$64.7K +574 +1%
IF
83
Intrua Financial
Texas
$5.04M -$256K -2,275 -5%
AWM
84
AE Wealth Management
Kansas
$5.01M +$475K +4,215 +11%
RW
85
RVW Wealth
California
$4.97M -$66.2K -588 -1%
PIA
86
Perennial Investment Advisors
California
$4.85M +$79.3K +704 +2%
AF
87
Advisornet Financial
Minnesota
$4.8M +$329K +2,923 +7%
TF
88
Tompkins Financial
New York
$4.59M -$8.34K -74 -0.2%
FFS
89
Forge Financial Services
Oklahoma
$4.41M -$42.6K -378 -1%
EFS
90
Essex Financial Services
Connecticut
$4.37M +$237K +2,104 +6%
WIA
91
World Investment Advisors
California
$4.32M -$621K -5,514 -13%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$4.16M -$233K -2,071 -5%
NA
93
NewEdge Advisors
Louisiana
$4.15M +$2.08M +18,482 +104%
HAP
94
Harbor Asset Planning
Massachusetts
$4.05M +$251K +2,230 +7%
IP
95
Ignite Planners
California
$3.91M +$1.29M +11,446 +53%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.9M +$3.84M +34,095 New
CIA
97
Concurrent Investment Advisors
Florida
$3.75M +$1.44M +12,740 +64%
KLI
98
Kelman-Lazarov Inc
Tennessee
$3.74M -$51.4K -456 -1%
SS
99
Sunbelt Securities
Texas
$3.53M +$614K +5,448 +21%
AIA
100
AssuredPartners Investment Advisors
Florida
$3.52M +$2.8M +24,833 +422%