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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 %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$301K +$209 +2 +0.1%
AFW
177
Atlantic Family Wealth
Florida
$300K – – –
RA
178
RFG Advisory
Alabama
$290K +$290K +2,776 New
PCM
179
Parsons Capital Management
Rhode Island
$288K – – –
M&T Bank
180
M&T Bank
New York
$285K – – –
HP
181
Hilltop Partners
Indiana
$284K – – –
BCI
182
Brinker Capital Investments
Pennsylvania
$279K -$171K -1,639 -38%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$278K +$102K +975 +58%
AP
184
Aspect Partners
Virginia
$277K – – –
LFG
185
Lockerman Financial Group
California
$267K +$34.7K +333 +15%
HFS
186
Heritage Financial Services
Massachusetts
$263K +$263K +2,521 New
MGWM
187
Marks Group Wealth Management
Minnesota
$263K – – –
TPBG
188
Turning Point Benefit Group
Maryland
$259K -$85.7K -822 -25%
GCP
189
GSA Capital Partners
United Kingdom
$253K -$283K -2,708 -53%
PTC
190
Private Trust Company
Ohio
$252K +$104 +1 +0%
PA
191
Pinnacle Associates
New York
$248K – – –
HAM
192
Hickory Asset Management
Ohio
$245K +$245K +2,349 New
JCM
193
Jacobi Capital Management
Pennsylvania
$244K -$2.3K -22 -0.9%
GS
194
GWN Securities
Florida
$233K +$233K +2,225 New
CIA
195
Capital Investment Advisors
Georgia
$230K +$230K +2,207 New
MA
196
Mutual Advisors
Nebraska
$230K – – –
BBHC
197
Brown Brothers Harriman & Co
New York
$227K – – –
FA
198
Flagstar Advisors
New York
$226K +$6.47K +62 +3%
SA
199
Sovran Advisors
California
$222K -$22.6K -216 -9%
OC
200
Oppenheimer & Co
New York
$221K +$521 +5 +0.2%
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