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Invesco S&P 500 Revenue ETF

262 hedge funds and large institutions have $4.18B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.8M
2 +$43.5M
3 +$39.9M
4
Invesco
Invesco
Georgia
+$34.5M
5
Morgan Stanley
Morgan Stanley
New York
+$20.5M

Top Sellers

1 -$55.2M
2 -$38.3M
3 -$20.7M
4
FA
Fermata Advisors
California
-$8.53M
5
AWS
Atria Wealth Solutions
New York
-$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Silvercrest Asset Management
New York
$318K
PS
177
Principal Securities
Iowa
$303K
AWA
178
Arkadios Wealth Advisors
Georgia
$302K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$301K
AFW
180
Atlantic Family Wealth
Florida
$300K
RA
181
RFG Advisory
Alabama
$290K
PCM
182
Parsons Capital Management
Rhode Island
$288K
M&T Bank
183
M&T Bank
New York
$285K
HP
184
Hilltop Partners
Indiana
$284K
BCI
185
Brinker Capital Investments
Pennsylvania
$279K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$278K
AP
187
Aspect Partners
Virginia
$277K
LFG
188
Lockerman Financial Group
California
$267K
HFS
189
Heritage Financial Services
Massachusetts
$263K
MGWM
190
Marks Group Wealth Management
Minnesota
$263K
TPBG
191
Turning Point Benefit Group
Maryland
$259K
GCP
192
GSA Capital Partners
United Kingdom
$253K
PTC
193
Private Trust Company
Ohio
$252K
PA
194
Pinnacle Associates
New York
$248K
HAM
195
Hickory Asset Management
Ohio
$245K
JCM
196
Jacobi Capital Management
Pennsylvania
$244K
GS
197
GWN Securities
Florida
$233K
CIA
198
Capital Investment Advisors
Georgia
$230K
MA
199
Mutual Advisors
Nebraska
$230K
BBHC
200
Brown Brothers Harriman & Co
New York
$227K