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Invesco S&P 500 Revenue ETF

258 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 28 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
3.46%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
28
Increased
106
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
101
Ignite Planners
California
$2.2M +$335K +3,220 +18%
SWIA
102
Solano Wealth Investment Advisors
California
$2.14M -$35.1K -337 -2%
KCFA
103
Key Client Fiduciary Advisors
New Jersey
$1.98M +$25.6K +245 +1%
CIA
104
Concurrent Investment Advisors
Florida
$1.96M +$348K +3,339 +22%
NA
105
NewEdge Advisors
Louisiana
$1.83M -$391K -3,746 -18%
KA
106
Kovack Advisors
Florida
$1.74M -$124K -1,189 -7%
EGA
107
E&G Advisors
Texas
$1.64M +$148K +1,415 +10%
PFS
108
Prospera Financial Services
Texas
$1.57M -$54.4K -521 -3%
HP
109
Holistic Planning
Texas
$1.39M +$81.7K +783 +6%
RSF
110
Rik Saylor Financial
Ohio
$1.39M +$45.4K +435 +3%
GVAG
111
Great Valley Advisor Group
Delaware
$1.32M +$13K +125 +1%
SPIA
112
Steward Partners Investment Advisory
New York
$1.26M
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.26M +$195K +1,874 +18%
EAM
114
Empirical Asset Management
Massachusetts
$1.23M -$17.7K -170 -1%
FA
115
Fermata Advisors
California
$1.22M -$8.53M -81,812 -87%
GSIAS
116
Garden State Investment Advisory Services
New Jersey
$1.21M +$1.21M +11,562 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.12M -$158K -1,516 -12%
DAS
118
Dynamic Advisor Solutions
Arizona
$1.08M -$131K -1,256 -11%
LFAS
119
Level Four Advisory Services
Texas
$1.08M -$7.2K -69 -0.7%
Fiera Capital (Canada)
120
Fiera Capital (Canada)
Quebec, Canada
$1.06M
Jane Street
121
Jane Street
New York
$1.05M +$334K +3,204 +47%
AG
122
AmeriFlex Group
Nevada
$1.03M +$123K +1,192 +14%
MCC
123
Money Concepts Capital
Florida
$1.01M +$318K +3,052 +46%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$978K +$436K +4,183 +81%
FTS
125
Fifth Third Securities
Ohio
$967K +$89.1K +854 +10%