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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
OC
201
Oppenheimer & Co
New York
$221K
SI
202
Stephens Inc
Arkansas
$215K
CWMK
203
Caliber Wealth Management (Kansas)
Kansas
$210K
CA
204
Clearstead Advisors
Ohio
$204K
HNB
205
Huntington National Bank
Ohio
$199K
PK
206
Pflug Koory
Nebraska
$162K
AIP
207
Ameritas Investment Partners
Nebraska
$140K
NS
208
NBC Securities
Alabama
$130K
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$118K
William Blair & Company
210
William Blair & Company
Illinois
$117K
BCMIO
211
Beacon Capital Management Inc (Ohio)
Ohio
$103K
AAP
212
Arax Advisory Partners
Colorado
$101K
Citigroup
213
Citigroup
New York
$82.9K
GWS
214
Glassman Wealth Services
Virginia
$77.7K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$67.3K
HPC
216
HM Payson & Co
Maine
$66.7K
BCWM
217
Bartlett & Co Wealth Management
Ohio
$59.9K
ETS
218
ESL Trust Services
New York
$56.6K
APW
219
Atlantic Private Wealth
North Carolina
$55.1K
HIA
220
Harbor Investment Advisory
Maryland
$54.3K
MCM
221
MAI Capital Management
Ohio
$53.7K
US Bancorp
222
US Bancorp
Minnesota
$52.1K
TIM
223
Thompson Investment Management
Wisconsin
$52.1K
PB
224
Pinnacle Bancorp
Nebraska
$50.9K
OA
225
Operose Advisors
Wisconsin
$49.5K