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Invesco S&P 500 Revenue ETF

302 hedge funds and large institutions have $5.46B invested in Invesco S&P 500 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 144 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 66

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

9% more capital invested

Capital invested by funds: $5.03B → $5.46B (+$429M)

4% more funds holding

Funds holding: 289302 (+13)

2.63% more ownership

Funds ownership: 72.47%75.1% (+2.6%)

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
3.67%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.26%
New
40
Increased
144
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
176
Armstrong Advisory Group
Massachusetts
$556K
PPC
177
Pennington Partners & Co
Maryland
$537K +$451 +4 +0.1%
CCA
178
Cora Capital Advisors
New Jersey
$518K
SC
179
Savant Capital
Illinois
$494K +$14K +124 +3%
AWM
180
Apollon Wealth Management
South Carolina
$464K -$354K -3,141 -44%
GAM
181
Gotham Asset Management
New York
$435K
SPC
182
Sigma Planning Corp
Michigan
$431K +$47K +417 +12%
FPAS
183
Focus Partners Advisor Solutions
Missouri
$411K +$405K +3,593 New
PTC
184
Private Trust Company
Ohio
$403K +$23K +204 +6%
MA
185
Mutual Advisors
Nebraska
$401K
PS
186
Principal Securities
Iowa
$399K +$32K +284 +9%
FPGK
187
Financial Partners Group (Kansas)
Kansas
$395K -$9.8K -87 -3%
RA
188
RFG Advisory
Alabama
$387K +$51.7K +459 +16%
RDFA
189
Ritter Daniher Financial Advisory
Ohio
$387K +$77.3K +686 +25%
AWM
190
Aprio Wealth Management
Georgia
$374K +$368K +3,265 New
Brown Advisory
191
Brown Advisory
Maryland
$368K +$362K +3,211 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$367K +$53.6K +476 +17%
GCG
193
Gilbert Capital Group
Maine
$363K
PSF
194
Pacific Sun Financial
California
$362K
SCM
195
SCS Capital Management
Massachusetts
$356K
RL
196
Retireful LLC
Michigan
$356K +$350K +3,107 New
GS
197
GWN Securities
Florida
$351K +$86.5K +768 +33%
DI
198
Diligent Investors
California
$349K -$3.94K -35 -1%
SAM
199
Silvercrest Asset Management
New York
$349K
JF
200
Jump Financial
Illinois
$339K +$333K +2,960 New