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Invesco S&P 500 Revenue ETF

301 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, 143 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$992K
Creative Planning
152
Creative Planning
Kansas
$982K
SCA
153
Snowden Capital Advisors
New York
$975K
OWP
154
Obermeyer Wealth Partners
Colorado
$843K
MFGM
155
Marshall Financial Group (Maryland)
Maryland
$835K
KFI
156
Key Financial Inc
Pennsylvania
$817K
Corient Private Wealth
157
Corient Private Wealth
Florida
$774K
HighTower Advisors
158
HighTower Advisors
Illinois
$761K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$759K
BWP
160
Baldwin Wealth Partners
Massachusetts
$756K
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$732K
Baird Financial Group
162
Baird Financial Group
Wisconsin
$726K
CAM
163
Cozad Asset Management
Illinois
$719K
KA
164
Kovack Advisors
Florida
$702K
EPW
165
Evolve Private Wealth
California
$658K
MWM
166
MOR Wealth Management
Pennsylvania
$658K
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$652K
NWM
168
Nova Wealth Management
Florida
$642K
AWM
169
Accurate Wealth Management
Florida
$619K
FAM
170
Flaharty Asset Management
Florida
$613K
ASN
171
Advisory Services Network
Georgia
$573K
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$563K
UAG
173
United Advisor Group
Ohio
$560K
LC
174
Landaas & Company
Wisconsin
$557K
AAG
175
Armstrong Advisory Group
Massachusetts
$556K