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Invesco S&P 500 Revenue ETF
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Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$501M
2
Cerity Partners
Cerity Partners
New York
$39.9M
3
Invesco
Invesco
Georgia
$853M
4
Morgan Stanley
Morgan Stanley
New York
$313M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$383M
2
EFL
ERn Financial LLC
Wisconsin
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$52.8M
4
GWM
Geneos Wealth Management
Colorado
$6.94M
5
FA
Fermata Advisors
California
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$853M +$34.5M +330,726 +4%
LPL Financial
2
LPL Financial
California
$501M +$71.8M +688,858 +17%
Ameriprise
3
Ameriprise
Minnesota
$383M -$55.2M -530,013 -13%
Morgan Stanley
4
Morgan Stanley
New York
$313M +$20.5M +196,885 +7%
AF
5
Allworth Financial
California
$235M +$4.2M +40,231 +2%
Bank of America
6
Bank of America
North Carolina
$210M +$1.95M +18,686 +0.9%
FFW
7
Fusion Family Wealth
New York
$165M +$943K +9,042 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$91.9M +$19.1M +183,462 +26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$91M +$2.1M +20,146 +2%
Wells Fargo
10
Wells Fargo
California
$71.6M +$8.12M +77,872 +13%
Raymond James Financial
11
Raymond James Financial
Florida
$70.8M -$711K -6,820 -1%
KA
12
Kozak & Associates
Colorado
$60.8M +$915K +8,711 +2%
UBS Group
13
UBS Group
Switzerland
$54.3M -$114K -1,095 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$52.8M -$28.7M -291,427 -35%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$52.6M +$15.1M +145,539 +40%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$45.4M +$6.86M +65,817 +18%
Cerity Partners
17
Cerity Partners
New York
$39.9M +$39.9M +382,195 New
KAS
18
Kestra Advisory Services
Texas
$32.5M +$11.2M +107,196 +53%
EH
19
Equitable Holdings
New York
$31.7M +$2.97M +28,460 +10%
KA
20
Klingman & Associates
New York
$29.7M +$43.5K +417 +0.1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$29.6M +$5.69M +54,544 +24%
GRP
22
Global Retirement Partners
California
$28M +$28M +268,398 New
SA
23
Stewardship Advisors
Pennsylvania
$22.7M +$188K +1,800 +0.8%
Mariner
24
Mariner
Kansas
$20.6M +$549K +5,260 +3%
AAS
25
Avantax Advisory Services
Texas
$19.2M +$2.23M +21,372 +13%
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