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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
MSG
201
Main Street Group
Virginia
$331K +$4.28K +38 +1%
AFW
202
Atlantic Family Wealth
Florida
$329K
AWA
203
Arkadios Wealth Advisors
Georgia
$328K +$3.6K +32 +1%
SEIA
204
Signature Estate & Investment Advisors
California
$325K -$87.9K -780 -22%
MFF
205
Michels Family Financial
Texas
$322K -$6.53K -58 -2%
BCI
206
Brinker Capital Investments
Pennsylvania
$321K +$39.8K +353 +14%
PCM
207
Parsons Capital Management
Rhode Island
$316K
PFA
208
Perryman Financial Advisory
Texas
$313K +$308K +2,737 New
HP
209
Hilltop Partners
Indiana
$310K -$2.93K -26 -1%
IAN
210
Integrated Advisors Network
Texas
$308K +$303K +2,688 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$305K
AP
212
Aspect Partners
Virginia
$304K
LFG
213
Lockerman Financial Group
California
$300K +$225 +2 +0.1%
OIM
214
Oder Investment Management
California
$294K +$39.9K +354 +16%
MGWM
215
Marks Group Wealth Management
Minnesota
$289K
UWM
216
USAdvisors Wealth Management
Minnesota
$282K +$278K +2,470 New
BWM
217
BCS Wealth Management
Tennessee
$277K +$272K +2,418 New
SIS
218
Sound Income Strategies
Florida
$277K +$264K +2,341 New
PA
219
Pinnacle Associates
New York
$273K
JCM
220
Jacobi Capital Management
Pennsylvania
$259K -$4.17K -37 -2%
FFA
221
Florida Financial Advisors
Florida
$258K +$254K +2,258 New
WS
222
Wedbush Securities
California
$258K +$254K +2,251 New
SI
223
Stephens Inc
Arkansas
$256K +$10.6K +94 +4%
CIA
224
Capital Investment Advisors
Georgia
$254K +$451 +4 +0.2%
BBHC
225
Brown Brothers Harriman & Co
New York
$249K