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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

257 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, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.45%
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
106
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
Morgan Stanley
4
Morgan Stanley
New York
$313M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$91.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$963K +$43K +412 +5%
Renaissance Technologies
127
Renaissance Technologies
New York
$959K +$959K +9,200 New
KFP
128
KMG Fiduciary Partners
Ohio
$954K -$27.2K -261 -3%
JWCA
129
J.W. Cole Advisors
Florida
$908K +$461K +4,424 +103%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$890K – – –
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$879K +$236K +2,267 +37%
AWM
132
Apollon Wealth Management
South Carolina
$876K -$116K -1,111 -12%
VWA
133
Visionary Wealth Advisors
Illinois
$875K +$124K +1,189 +17%
Comerica Bank
134
Comerica Bank
Texas
$875K -$174K -1,670 -17%
BAM
135
Belpointe Asset Management
Nevada
$874K -$24.1K -231 -3%
AWA
136
Acorn Wealth Advisors
Michigan
$832K +$70.5K +676 +9%
AWS
137
Atria Wealth Solutions
New York
$814K -$7.03M -66,985 -90%
RFN
138
Redwood Financial Network
Ohio
$792K -$8.24K -79 -1%
MFGM
139
Marshall Financial Group (Maryland)
Maryland
$787K -$838 -8 -0.1%
NWM
140
Nova Wealth Management
Florida
$770K -$16.1K -154 -2%
OWP
141
Obermeyer Wealth Partners
Colorado
$768K – – –
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$738K -$103K -989 -12%
Creative Planning
143
Creative Planning
Kansas
$721K +$80.4K +771 +13%
SAM
144
Secure Asset Management
Michigan
$707K +$180K +1,725 +34%
BWP
145
Baldwin Wealth Partners
Massachusetts
$688K – – –
CAM
146
Cozad Asset Management
Illinois
$654K +$417 +4 +0.1%
YIH
147
Y-Intercept (HK)
Hong Kong
$621K +$621K +5,952 New
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$599K +$60.5K +580 +11%
FPGK
149
Financial Partners Group (Kansas)
Kansas
$575K +$191K +1,831 +50%
HF
150
HRT Financial
New York
$570K +$570K +5,469 New
4 5
6
7 8