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Invesco S&P 500 Revenue ETF

301 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, 143 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
AFW
201
Atlantic Family Wealth
Florida
$329K
AWA
202
Arkadios Wealth Advisors
Georgia
$328K
SEIA
203
Signature Estate & Investment Advisors
California
$325K
MFF
204
Michels Family Financial
Texas
$322K
BCI
205
Brinker Capital Investments
Pennsylvania
$321K
PCM
206
Parsons Capital Management
Rhode Island
$316K
PFA
207
Perryman Financial Advisory
Texas
$313K
HP
208
Hilltop Partners
Indiana
$310K
IAN
209
Integrated Advisors Network
Texas
$308K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$305K
AP
211
Aspect Partners
Virginia
$304K
LFG
212
Lockerman Financial Group
California
$300K
OIM
213
Oder Investment Management
California
$294K
MGWM
214
Marks Group Wealth Management
Minnesota
$289K
UWM
215
USAdvisors Wealth Management
Minnesota
$282K
BWM
216
BCS Wealth Management
Tennessee
$277K
SIS
217
Sound Income Strategies
Florida
$277K
PA
218
Pinnacle Associates
New York
$273K
JCM
219
Jacobi Capital Management
Pennsylvania
$259K
FFA
220
Florida Financial Advisors
Florida
$258K
WS
221
Wedbush Securities
California
$258K
SI
222
Stephens Inc
Arkansas
$256K
CIA
223
Capital Investment Advisors
Georgia
$254K
BBHC
224
Brown Brothers Harriman & Co
New York
$249K
OC
225
Oppenheimer & Co
New York
$245K