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Invesco S&P 500 Revenue ETF

250 hedge funds and large institutions have $3.75B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
30
Increased
109
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$801K -$77.2K -777 -9%
RFN
127
Redwood Financial Network
Ohio
$762K +$155K +1,559 +25%
NWM
128
Nova Wealth Management
Florida
$748K +$130K +1,312 +21%
MFGM
129
Marshall Financial Group (Maryland)
Maryland
$748K -$596 -6 -0.1%
OWP
130
Obermeyer Wealth Partners
Colorado
$731K -$14.7K -148 -2%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$731K -$279K -2,809 -28%
AWA
132
Acorn Wealth Advisors
Michigan
$725K -$8.05K -81 -1%
VWA
133
Visionary Wealth Advisors
Illinois
$715K +$70.8K +713 +11%
Jane Street
134
Jane Street
New York
$683K +$683K +6,874 New
BWP
135
Baldwin Wealth Partners
Massachusetts
$656K
MCC
136
Money Concepts Capital
Florida
$655K +$68.3K +688 +12%
CAM
137
Cozad Asset Management
Illinois
$622K -$9.44K -95 -1%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$612K -$118K -1,189 -16%
TWM
139
TCFG Wealth Management
California
$611K +$149K +1,503 +32%
Creative Planning
140
Creative Planning
Kansas
$610K +$5.17K +52 +0.9%
FAM
141
Flaharty Asset Management
Florida
$589K -$64.7K -651 -10%
HighTower Advisors
142
HighTower Advisors
Illinois
$555K +$7.35K +74 +1%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$516K -$2.43M -24,484 -83%
ASN
144
Advisory Services Network
Georgia
$515K +$42.2K +425 +9%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$513K +$795 +8 +0.2%
GCP
146
GSA Capital Partners
United Kingdom
$510K
SAM
147
Secure Asset Management
Michigan
$502K +$95.8K +964 +24%
AWM
148
Accurate Wealth Management
Florida
$496K
AAG
149
Armstrong Advisory Group
Massachusetts
$486K
PPC
150
Pennington Partners & Co
Maryland
$464K +$497 +5 +0.1%