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Invesco S&P 500 Revenue ETF

284 hedge funds and large institutions have $5B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13M
2 -$11.2M
3 -$7.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.37M
5
UBS Group
UBS Group
Switzerland
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$1.24M
DAS
127
Dynamic Advisor Solutions
Arizona
$1.18M
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$1.12M
LFAS
129
Level Four Advisory Services
Texas
$1.12M
Comerica Bank
130
Comerica Bank
Texas
$1.1M
FGA
131
Fortis Group Advisors
New Jersey
$1.08M
AWA
132
Acorn Wealth Advisors
Michigan
$1.07M
MCC
133
Money Concepts Capital
Florida
$1.03M
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.02M
MF
135
Meridian Financial
Massachusetts
$1M
KFP
136
KMG Fiduciary Partners
Ohio
$997K
SAM
137
Secure Asset Management
Michigan
$976K
BAM
138
Belpointe Asset Management
Nevada
$957K
RFN
139
Redwood Financial Network
Ohio
$938K
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$926K
Creative Planning
141
Creative Planning
Kansas
$918K
SCA
142
Snowden Capital Advisors
New York
$915K
KFI
143
Key Financial Inc
Pennsylvania
$843K
MFGM
144
Marshall Financial Group (Maryland)
Maryland
$834K
OWP
145
Obermeyer Wealth Partners
Colorado
$815K
AWM
146
Apollon Wealth Management
South Carolina
$796K
BWP
147
Baldwin Wealth Partners
Massachusetts
$730K
HighTower Advisors
148
HighTower Advisors
Illinois
$719K
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$707K
CAM
150
Cozad Asset Management
Illinois
$694K