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Invesco S&P 500 Revenue ETF

260 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 29 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$302K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$301K
AFW
178
Atlantic Family Wealth
Florida
$300K
RA
179
RFG Advisory
Alabama
$290K
PCM
180
Parsons Capital Management
Rhode Island
$288K
M&T Bank
181
M&T Bank
New York
$285K
HP
182
Hilltop Partners
Indiana
$284K
BCI
183
Brinker Capital Investments
Pennsylvania
$279K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$278K
AP
185
Aspect Partners
Virginia
$277K
LFG
186
Lockerman Financial Group
California
$267K
HFS
187
Heritage Financial Services
Massachusetts
$263K
MGWM
188
Marks Group Wealth Management
Minnesota
$263K
TPBG
189
Turning Point Benefit Group
Maryland
$259K
GCP
190
GSA Capital Partners
United Kingdom
$253K
PTC
191
Private Trust Company
Ohio
$252K
PA
192
Pinnacle Associates
New York
$248K
HAM
193
Hickory Asset Management
Ohio
$245K
JCM
194
Jacobi Capital Management
Pennsylvania
$244K
GS
195
GWN Securities
Florida
$233K
CIA
196
Capital Investment Advisors
Georgia
$230K
MA
197
Mutual Advisors
Nebraska
$230K
BBHC
198
Brown Brothers Harriman & Co
New York
$227K
FA
199
Flagstar Advisors
New York
$226K
SA
200
Sovran Advisors
California
$222K