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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 %
William Blair & Company
201
William Blair & Company
Illinois
$111K
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$106K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$100K
GWS
204
Glassman Wealth Services
Virginia
$74K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$64.1K
HPC
206
HM Payson & Co
Maine
$63.6K
HIA
207
Harbor Investment Advisory
Maryland
$57.3K -$11.2K -113 -16%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$57K +$57K +574 New
ETS
209
ESL Trust Services
New York
$53.9K
APW
210
Atlantic Private Wealth
North Carolina
$52.5K +$52.5K +528 New
MCM
211
MAI Capital Management
Ohio
$51.1K +$3.47K +35 +7%
US Bancorp
212
US Bancorp
Minnesota
$49.7K -$1.59K -16 -3%
PB
213
Pinnacle Bancorp
Nebraska
$48.5K -$18.9K -190 -28%
OA
214
Operose Advisors
Wisconsin
$47.2K
AssetMark Inc
215
AssetMark Inc
California
$42.4K +$25.7K +259 +154%
TLA
216
Tanglewood Legacy Advisors
Texas
$40.8K
MAS
217
MPWM Advisory Solutions
Georgia
$40.4K +$199 +2 +0.5%
CCM
218
Chilton Capital Management
Texas
$39.8K -$13.7K -138 -26%
AWM
219
Abound Wealth Management
Tennessee
$37.8K
CA
220
Crewe Advisors
Utah
$37.2K +$37.2K +374 New
RA
221
Rise Advisors
New York
$35.8K +$199 +2 +0.6%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$33.8K
GA
223
GoalVest Advisory
New York
$30.7K
SFG
224
Stonebridge Financial Group
Pennsylvania
$30.4K +$198 +2 +0.7%
LWA
225
Lowe Wealth Advisors
Maryland
$29.8K -$19.9K -200 -40%