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Invesco S&P 500 Revenue ETF

284 hedge funds and large institutions have $5B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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 Sellers

1 -$13M
2 -$11.2M
3 -$7.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.37M
5
UBS Group
UBS Group
Switzerland
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
201
GWN Securities
Florida
$255K
JCM
202
Jacobi Capital Management
Pennsylvania
$254K
OIM
203
Oder Investment Management
California
$245K
CIA
204
Capital Investment Advisors
Georgia
$245K
BBHC
205
Brown Brothers Harriman & Co
New York
$241K
SI
206
Stephens Inc
Arkansas
$237K
OC
207
Oppenheimer & Co
New York
$236K
SA
208
Sovran Advisors
California
$233K
WE
209
Wealth Effects
Massachusetts
$224K
CWMK
210
Caliber Wealth Management (Kansas)
Kansas
$223K
HFS
211
Heritage Financial Services
Massachusetts
$221K
MFG
212
Marmo Financial Group
Tennessee
$207K
CA
213
Clearstead Advisors
Ohio
$206K
Citadel Advisors
214
Citadel Advisors
Florida
$206K
SG
215
StoneX Group
New York
$206K
AB
216
Atlas Brown
Kentucky
$205K
IA
217
IFG Advisory
Georgia
$205K
PFP
218
Pinnacle Financial Partners
Tennessee
$204K
LTL
219
Lowery Thomas LLC
California
$204K
HNB
220
Huntington National Bank
Ohio
$200K
PK
221
Pflug Koory
Nebraska
$172K
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$148K
AIP
223
Ameritas Investment Partners
Nebraska
$147K
TPBG
224
Turning Point Benefit Group
Maryland
$144K
NS
225
NBC Securities
Alabama
$139K