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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
Renaissance Technologies
151
Renaissance Technologies
New York
$1.02M -$1.24M -11,000 -55%
BAM
152
Belpointe Asset Management
Nevada
$992K +$1.01K +9 +0.1%
Creative Planning
153
Creative Planning
Kansas
$982K +$32.6K +289 +3%
SCA
154
Snowden Capital Advisors
New York
$975K +$27.8K +247 +3%
OWP
155
Obermeyer Wealth Partners
Colorado
$843K
MFGM
156
Marshall Financial Group (Maryland)
Maryland
$835K -$27.6K -245 -3%
KFI
157
Key Financial Inc
Pennsylvania
$817K -$53.7K -477 -6%
Corient Private Wealth
158
Corient Private Wealth
Florida
$774K +$599K +5,314 +159%
HighTower Advisors
159
HighTower Advisors
Illinois
$761K +$16.6K +147 +2%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$759K +$65.5K +581 +10%
BWP
161
Baldwin Wealth Partners
Massachusetts
$756K
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$732K -$451 -4 -0.1%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$726K -$321K -2,853 -31%
CAM
164
Cozad Asset Management
Illinois
$719K +$451 +4 +0.1%
KA
165
Kovack Advisors
Florida
$702K +$215K +1,905 +45%
EPW
166
Evolve Private Wealth
California
$658K +$647K +5,747 New
MWM
167
MOR Wealth Management
Pennsylvania
$658K +$647K +5,746 New
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$652K +$70.7K +628 +12%
NWM
169
Nova Wealth Management
Florida
$642K -$43.6K -387 -6%
AWM
170
Accurate Wealth Management
Florida
$619K
FAM
171
Flaharty Asset Management
Florida
$613K +$676 +6 +0.1%
ASN
172
Advisory Services Network
Georgia
$573K -$9.24K -82 -2%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$563K -$389K -3,451 -41%
UAG
174
United Advisor Group
Ohio
$560K +$31.3K +278 +6%
LC
175
Landaas & Company
Wisconsin
$557K +$92.6K +822 +20%