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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 %
Bessemer Group
151
Bessemer Group
New Jersey
$457K -$91.4K -920 -17%
UAG
152
United Advisor Group
Ohio
$445K +$96.2K +968 +28%
BCI
153
Brinker Capital Investments
Pennsylvania
$428K +$173K +1,744 +68%
OPS
154
Orion Portfolio Solutions
Nebraska
$428K +$173K +1,744 +68%
RL
155
Retireful LLC
Michigan
$428K -$20M -4,636 -98%
JWCA
156
J.W. Cole Advisors
Florida
$425K +$425K +4,278 New
SC
157
Savant Capital
Illinois
$419K
FPGK
158
Financial Partners Group (Kansas)
Kansas
$366K +$366K +3,686 New
LC
159
Landaas & Company
Wisconsin
$357K +$20.6K +207 +6%
Corient Private Wealth
160
Corient Private Wealth
Florida
$331K +$894 +9 +0.3%
MSG
161
Main Street Group
Virginia
$321K +$9.93K +100 +3%
PSF
162
Pacific Sun Financial
California
$314K -$5.66K -57 -2%
SCM
163
SCS Capital Management
Massachusetts
$309K +$309K +3,111 New
SEIA
164
Signature Estate & Investment Advisors
California
$307K +$993 +10 +0.3%
DI
165
Diligent Investors
California
$306K +$397 +4 +0.1%
SAM
166
Silvercrest Asset Management
New York
$303K +$99.3K +1,000 +49%
TPBG
167
Turning Point Benefit Group
Maryland
$299K -$249K -2,751 -45%
MFF
168
Michels Family Financial
Texas
$297K +$1.09K +11 +0.4%
Citadel Advisors
169
Citadel Advisors
Florida
$297K +$63.5K +639 +27%
FFA
170
Florida Financial Advisors
Florida
$291K +$291K +2,934 New
MA
171
Montag & Associates
Georgia
$291K +$1.09K +11 +0.4%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$287K +$109K +1,096 +61%
AFW
173
Atlantic Family Wealth
Florida
$285K
SPC
174
Sigma Planning Corp
Michigan
$277K +$7.75K +78 +3%
PCM
175
Parsons Capital Management
Rhode Island
$274K