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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
PFS
126
Prospera Financial Services
Texas
$1.9M +$177K +1,569 +10%
Citigroup
127
Citigroup
New York
$1.82M +$55.6K +494 +3%
AI
128
Atria Investments
North Carolina
$1.81M +$1.14M +10,086 +175%
FTS
129
Fifth Third Securities
Ohio
$1.72M -$4.17K -37 -0.2%
FGA
130
Fortis Group Advisors
New Jersey
$1.68M +$514K +4,559 +47%
FWP
131
Firethorn Wealth Partners
Georgia
$1.59M +$1.56M +13,885 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.58M +$168K +1,488 +12%
FFA
133
Farther Finance Advisors
California
$1.52M +$17.3K +154 +1%
GVAG
134
Great Valley Advisor Group
Delaware
$1.51M +$27.3K +242 +2%
HAG
135
HighPoint Advisor Group
Illinois
$1.5M +$1.48M +13,117 New
DAS
136
Daybright Advisory Services
Florida
$1.43M +$1.41M +12,487 New
HP
137
Holistic Planning
Texas
$1.42M -$37.3K -331 -3%
LAS
138
LWM Advisory Services
Florida
$1.41M +$35.5K +315 +3%
EAM
139
Empirical Asset Management
Massachusetts
$1.35M +$2.48K +22 +0.2%
JWCA
140
J.W. Cole Advisors
Florida
$1.34M +$66K +586 +5%
AWA
141
Amplius Wealth Advisors
Pennsylvania
$1.33M -$133K -1,184 -9%
Comerica Bank
142
Comerica Bank
Texas
$1.28M +$143K +1,270 +13%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.23M +$11.6K +103 +1%
RFN
144
Redwood Financial Network
Ohio
$1.19M +$220K +1,955 +23%
AWA
145
Acorn Wealth Advisors
Michigan
$1.18M +$77.1K +684 +7%
KFAS
146
Keating Financial Advisory Services
Kansas
$1.17M +$1.15M +10,243 New
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
$1.16M
LFAS
148
Level Four Advisory Services
Texas
$1.14M -$15.2K -135 -1%
SAM
149
Secure Asset Management
Michigan
$1.08M +$72.4K +643 +7%
KFP
150
KMG Fiduciary Partners
Ohio
$1.04M +$10.1K +90 +1%