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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
GSWM
101
Golden State Wealth Management
California
$2.41M
IP
102
Ignite Planners
California
$2.4M
TWM
103
TCFG Wealth Management
California
$2.35M
KCFA
104
Key Client Fiduciary Advisors
New Jersey
$2.24M
AQR Capital Management
105
AQR Capital Management
Connecticut
$2.23M
CIA
106
Concurrent Investment Advisors
Florida
$2.21M
SWIA
107
Solano Wealth Investment Advisors
California
$2.21M
SW
108
Simplicity Wealth
New Jersey
$2.2M
Renaissance Technologies
109
Renaissance Technologies
New York
$2.2M
EGA
110
E&G Advisors
Texas
$1.98M
NA
111
NewEdge Advisors
Louisiana
$1.96M
GSIAS
112
Garden State Investment Advisory Services
New Jersey
$1.83M
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$1.75M
Citigroup
114
Citigroup
New York
$1.71M
PFS
115
Prospera Financial Services
Texas
$1.67M
FTS
116
Fifth Third Securities
Ohio
$1.66M
RSF
117
Rik Saylor Financial
Ohio
$1.65M
FFA
118
Farther Finance Advisors
California
$1.45M
GVAG
119
Great Valley Advisor Group
Delaware
$1.43M
AWA
120
Amplius Wealth Advisors
Pennsylvania
$1.42M
HP
121
Holistic Planning
Texas
$1.41M
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1.37M
SPIA
123
Steward Partners Investment Advisory
New York
$1.35M
LAS
124
LWM Advisory Services
Florida
$1.33M
EAM
125
Empirical Asset Management
Massachusetts
$1.31M