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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
OC
101
Optima Capital
Oregon
$3.42M +$264K +2,347 +9%
MYIA
102
Mount Yale Investment Advisors
Colorado
$3.36M -$307K -2,729 -9%
VAS
103
Vestmark Advisory Solutions
Massachusetts
$3.35M -$316K -2,802 -9%
IWM
104
IHT Wealth Management
Illinois
$2.87M +$329K +2,921 +13%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.81M +$2.76M +24,508 New
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$2.79M +$81.4K +723 +3%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$2.66M +$839K +7,444 +47%
RBWA
108
RFG - Bristol Wealth Advisors
Massachusetts
$2.59M -$187K -1,661 -7%
IFG
109
Independent Financial Group
California
$2.55M +$138K +1,221 +6%
RA
110
Rodgers & Associates
Pennsylvania
$2.54M -$47.9K -425 -2%
TWM
111
TCFG Wealth Management
California
$2.42M -$13.7K -122 -0.6%
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.4M +$84.5K +750 +4%
KCFA
113
Key Client Fiduciary Advisors
New Jersey
$2.39M +$71.2K +632 +3%
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.32M -$1.58M -14,038 -41%
SW
115
Simplicity Wealth
New Jersey
$2.26M -$24.2K -215 -1%
NFG
116
Nations Financial Group
Iowa
$2.21M -$559K -4,958 -20%
MFG
117
MTM Financial Group
Pennsylvania
$2.17M +$279K +2,479 +15%
SWIA
118
Solano Wealth Investment Advisors
California
$2.17M -$118K -1,047 -5%
EGA
119
E&G Advisors
Texas
$2.12M +$68.2K +605 +3%
GSWM
120
Golden State Wealth Management
California
$2.11M -$382K -3,393 -16%
IWA
121
Integrity Wealth Advisors
California
$2.1M +$2.06M +18,303 New
P
122
&Partners
Tennessee
$2.09M -$409K -3,634 -17%
KWM
123
Kingsview Wealth Management
Oregon
$2.06M -$432K -3,838 -18%
MF
124
Meridian Financial
Massachusetts
$2M +$943K +8,373 +92%
RSF
125
Rik Saylor Financial
Ohio
$1.91M +$196K +1,740 +12%