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Invesco S&P 500 Revenue ETF

258 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 28 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
3.46%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
28
Increased
106
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
201
Stephens Inc
Arkansas
$215K +$215K +2,058 New
CWMK
202
Caliber Wealth Management (Kansas)
Kansas
$210K
CA
203
Clearstead Advisors
Ohio
$204K +$204K +1,960 New
HNB
204
Huntington National Bank
Ohio
$199K -$189K
PK
205
Pflug Koory
Nebraska
$162K +$104 +1 +0.1%
AIP
206
Ameritas Investment Partners
Nebraska
$140K
NS
207
NBC Securities
Alabama
$130K
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$118K +$5.21K +50 +5%
William Blair & Company
209
William Blair & Company
Illinois
$117K +$104 +1 +0.1%
BCMIO
210
Beacon Capital Management Inc (Ohio)
Ohio
$103K +$103K +990 New
AAP
211
Arax Advisory Partners
Colorado
$101K +$101K +970 New
Citigroup
212
Citigroup
New York
$82.9K +$82.9K +795 New
GWS
213
Glassman Wealth Services
Virginia
$77.7K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$67.3K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$59.9K
ETS
216
ESL Trust Services
New York
$56.6K
APW
217
Atlantic Private Wealth
North Carolina
$55.1K
HIA
218
Harbor Investment Advisory
Maryland
$54.3K -$5.84K -56 -10%
MCM
219
MAI Capital Management
Ohio
$53.7K
US Bancorp
220
US Bancorp
Minnesota
$52.1K
TIM
221
Thompson Investment Management
Wisconsin
$52.1K +$52.1K +500 New
PB
222
Pinnacle Bancorp
Nebraska
$50.9K
OA
223
Operose Advisors
Wisconsin
$49.5K
AssetMark Inc
224
AssetMark Inc
California
$44.5K
TLA
225
Tanglewood Legacy Advisors
Texas
$42.8K