RWL icon

Invesco S&P 500 Revenue ETF

297 hedge funds and large institutions have $5.43B invested in Invesco S&P 500 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
OWP
151
Obermeyer Wealth Partners
Colorado
$843K
MFGM
152
Marshall Financial Group (Maryland)
Maryland
$835K
KFI
153
Key Financial Inc
Pennsylvania
$817K
Corient Private Wealth
154
Corient Private Wealth
Florida
$774K
HighTower Advisors
155
HighTower Advisors
Illinois
$761K
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$759K
BWP
157
Baldwin Wealth Partners
Massachusetts
$756K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$732K
Baird Financial Group
159
Baird Financial Group
Wisconsin
$726K
CAM
160
Cozad Asset Management
Illinois
$719K
KA
161
Kovack Advisors
Florida
$702K
EPW
162
Evolve Private Wealth
California
$658K
MWM
163
MOR Wealth Management
Pennsylvania
$658K
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$652K
NWM
165
Nova Wealth Management
Florida
$642K
AWM
166
Accurate Wealth Management
Florida
$619K
FAM
167
Flaharty Asset Management
Florida
$613K
ASN
168
Advisory Services Network
Georgia
$573K
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$563K
UAG
170
United Advisor Group
Ohio
$560K
LC
171
Landaas & Company
Wisconsin
$557K
AAG
172
Armstrong Advisory Group
Massachusetts
$556K
PPC
173
Pennington Partners & Co
Maryland
$537K
CCA
174
Cora Capital Advisors
New Jersey
$518K
SC
175
Savant Capital
Illinois
$494K