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Invesco S&P 500 Revenue ETF

301 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, 143 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Optima Capital
Oregon
$3.42M
MYIA
102
Mount Yale Investment Advisors
Colorado
$3.36M
VAS
103
Vestmark Advisory Solutions
Massachusetts
$3.35M
IWM
104
IHT Wealth Management
Illinois
$2.87M
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.81M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$2.79M
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$2.66M
RBWA
108
RFG - Bristol Wealth Advisors
Massachusetts
$2.59M
IFG
109
Independent Financial Group
California
$2.55M
RA
110
Rodgers & Associates
Pennsylvania
$2.54M
TWM
111
TCFG Wealth Management
California
$2.42M
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.4M
KCFA
113
Key Client Fiduciary Advisors
New Jersey
$2.39M
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.32M
SW
115
Simplicity Wealth
New Jersey
$2.26M
NFG
116
Nations Financial Group
Iowa
$2.21M
SWIA
117
Solano Wealth Investment Advisors
California
$2.17M
EGA
118
E&G Advisors
Texas
$2.12M
GSWM
119
Golden State Wealth Management
California
$2.11M
IWA
120
Integrity Wealth Advisors
California
$2.1M
P
121
&Partners
Tennessee
$2.09M
KWM
122
Kingsview Wealth Management
Oregon
$2.06M
MF
123
Meridian Financial
Massachusetts
$2M
RSF
124
Rik Saylor Financial
Ohio
$1.91M
PFS
125
Prospera Financial Services
Texas
$1.9M