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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 %
M&T Bank
176
M&T Bank
New York
$271K -$13.1K -132 -5%
HP
177
Hilltop Partners
Indiana
$271K +$596 +6 +0.2%
AP
178
Aspect Partners
Virginia
$263K
MGWM
179
Marks Group Wealth Management
Minnesota
$250K
PTC
180
Private Trust Company
Ohio
$240K -$37.4K -376 -13%
PA
181
Pinnacle Associates
New York
$236K +$236K +2,380 New
AWA
182
Arkadios Wealth Advisors
Georgia
$236K +$236K +2,377 New
JCM
183
Jacobi Capital Management
Pennsylvania
$235K -$18.4K -185 -7%
VW
184
Veridan Wealth
Oregon
$230K -$298 -3 -0.1%
LFG
185
Lockerman Financial Group
California
$221K +$199 +2 +0.1%
PS
186
Principal Securities
Iowa
$220K
SA
187
Sovran Advisors
California
$219K +$219K +2,337 New
BBHC
188
Brown Brothers Harriman & Co
New York
$216K
OC
189
Oppenheimer & Co
New York
$210K
MA
190
Mutual Advisors
Nebraska
$210K -$10.4K -108 -5%
FA
191
Flagstar Advisors
New York
$209K -$48.9K -492 -19%
WE
192
Wealth Effects
Massachusetts
$201K +$201K +2,025 New
CWMK
193
Caliber Wealth Management (Kansas)
Kansas
$200K +$200K +2,017 New
HNB
194
Huntington National Bank
Ohio
$189K -$124K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$168K +$168K +1,690 New
PK
196
Pflug Koory
Nebraska
$155K +$199 +2 +0.1%
AIP
197
Ameritas Investment Partners
Nebraska
$133K
LC
198
Lindbrook Capital
California
$124K
NS
199
NBC Securities
Alabama
$124K +$124K +1,255 +125,500%
IA
200
IFP Advisors
Florida
$123K