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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

255 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, 105 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.42%
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
105
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
GRP
4
Global Retirement Partners
California
$28M
5
Morgan Stanley
5
Morgan Stanley
New York
$313M

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 Market Value Shares Shares
Change 		Shares
Change %
IP
101
Ignite Planners
California
$2.2M 21,161 +3,220 +18%
SWIA
102
Solano Wealth Investment Advisors
California
$2.14M 20,566 -337 -2%
KCFA
103
Key Client Fiduciary Advisors
New Jersey
$1.98M 19,010 +245 +1%
CIA
104
Concurrent Investment Advisors
Florida
$1.96M 18,833 +3,339 +22%
NA
105
NewEdge Advisors
Louisiana
$1.83M 17,508 -3,746 -18%
KA
106
Kovack Advisors
Florida
$1.74M 16,653 -1,189 -7%
EGA
107
E&G Advisors
Texas
$1.64M 15,758 +1,415 +10%
PFS
108
Prospera Financial Services
Texas
$1.57M 15,004 -521 -3%
HP
109
Holistic Planning
Texas
$1.39M 13,364 +783 +6%
RSF
110
Rik Saylor Financial
Ohio
$1.39M 13,331 +435 +3%
GVAG
111
Great Valley Advisor Group
Delaware
$1.32M 12,628 +125 +1%
SPIA
112
Steward Partners Investment Advisory
New York
$1.26M 12,092 – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.26M 12,045 +1,874 +18%
EAM
114
Empirical Asset Management
Massachusetts
$1.23M 11,795 -170 -1%
FA
115
Fermata Advisors
California
$1.22M 11,734 -81,812 -87%
GSIAS
116
Garden State Investment Advisory Services
New Jersey
$1.21M 11,562 +11,562 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.12M 10,786 -1,516 -12%
DAS
118
Dynamic Advisor Solutions
Arizona
$1.08M 10,391 -1,256 -11%
LFAS
119
Level Four Advisory Services
Texas
$1.08M 10,371 -69 -0.7%
Fiera Capital (Canada)
120
Fiera Capital (Canada)
Quebec, Canada
$1.06M 10,158 – –
Jane Street
121
Jane Street
New York
$1.05M 10,078 +3,204 +47%
AG
122
AmeriFlex Group
Nevada
$1.03M 9,977 +1,192 +14%
MCC
123
Money Concepts Capital
Florida
$1.01M 9,647 +3,052 +46%
FTS
124
Fifth Third Securities
Ohio
$967K 9,269 +854 +10%
SCA
125
Snowden Capital Advisors
New York
$963K 9,233 +412 +5%
3 4
5
6 7