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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.

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 Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$779M 7,845,673 +6,620,373 +540%
Ameriprise
2
Ameriprise
Minnesota
$419M 4,214,182 +982,262 +30%
LPL Financial
3
LPL Financial
California
$408M 4,111,859 +114,112 +3%
Morgan Stanley
4
Morgan Stanley
New York
$279M 2,808,118 -97,539 -3%
AF
5
Allworth Financial
California
$214M 2,211,381 +6,378 +0.3%
Bank of America
6
Bank of America
North Carolina
$198M 1,992,452 +36,311 +2%
FFW
7
Fusion Family Wealth
New York
$156M 1,570,573 +102,901 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.6M 852,081 +852,081 New
Osaic Holdings
9
Osaic Holdings
Arizona
$82.2M 827,728 +287,488 +53%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$69.3M 698,028 +305,383 +78%
Raymond James Financial
11
Raymond James Financial
Florida
$68.1M 685,223 +146,987 +27%
Wells Fargo
12
Wells Fargo
California
$60.5M 609,024 +54,190 +10%
KA
13
Kozak & Associates
Colorado
$54.4M 569,709 +19,792 +4%
UBS Group
14
UBS Group
Switzerland
$51.8M 521,569 +3,733 +0.7%
EFL
15
ERn Financial LLC
Wisconsin
$38.3M 385,849 -13,125 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$36.7M 369,329 +131,102 +55%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$35.4M 359,461 +141,271 +65%
KA
18
Klingman & Associates
New York
$28.2M 284,369 +16,985 +6%
EH
19
Equitable Holdings
New York
$27.4M 275,761 +25,165 +10%
GWM
20
Geneos Wealth Management
Colorado
$26.3M 265,102 +218,503 +469%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$22.8M 229,702 +53,760 +31%
SA
22
Stewardship Advisors
Pennsylvania
$21.4M 215,550 +21,511 +11%
KAS
23
Kestra Advisory Services
Texas
$20.3M 204,129 +58,901 +41%
Mariner
24
Mariner
Kansas
$19.1M 192,728 +2,289 +1%
MFG
25
Merit Financial Group
Georgia
$17.9M 180,540 +13,322 +8%