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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 %
AWM
151
Accurate Wealth Management
Florida
$553K – – –
HighTower Advisors
152
HighTower Advisors
Illinois
$546K -$37K -355 -6%
KFI
153
Key Financial Inc
Pennsylvania
$546K +$546K +5,232 New
ASN
154
Advisory Services Network
Georgia
$537K -$1.04K -10 -0.2%
Bessemer Group
155
Bessemer Group
New Jersey
$516K +$35.8K +343 +7%
AAG
156
Armstrong Advisory Group
Massachusetts
$507K -$10.4K -100 -2%
PPC
157
Pennington Partners & Co
Maryland
$488K +$521 +5 +0.1%
CCA
158
Cora Capital Advisors
New Jersey
$472K -$508K -4,867 -52%
UAG
159
United Advisor Group
Ohio
$464K -$3.96K -38 -0.8%
SC
160
Savant Capital
Illinois
$437K -$2.61K -25 -0.6%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$416K -$351K -3,366 -46%
LC
162
Landaas & Company
Wisconsin
$397K +$21.6K +207 +6%
GAM
163
Gotham Asset Management
New York
$396K +$396K +3,800 New
SEIA
164
Signature Estate & Investment Advisors
California
$381K +$59.3K +569 +18%
Citadel Advisors
165
Citadel Advisors
Florida
$377K +$65.7K +630 +21%
Corient Private Wealth
166
Corient Private Wealth
Florida
$348K +$939 +9 +0.3%
SPC
167
Sigma Planning Corp
Michigan
$345K +$53.9K +517 +19%
MSG
168
Main Street Group
Virginia
$336K -$1.36K -13 -0.4%
PSF
169
Pacific Sun Financial
California
$330K – – –
SCM
170
SCS Capital Management
Massachusetts
$324K – – –
DI
171
Diligent Investors
California
$322K +$209 +2 +0.1%
MFF
172
Michels Family Financial
Texas
$319K +$7.82K +75 +3%
SAM
173
Silvercrest Asset Management
New York
$318K – – –
PS
174
Principal Securities
Iowa
$303K +$68.9K +661 +29%
AWA
175
Arkadios Wealth Advisors
Georgia
$302K +$54.4K +522 +22%
5 6
7
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