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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
Invesco
1
Invesco
Georgia
$1.03B -$19.7M -174,932 -2%
LPL Financial
2
LPL Financial
California
$672M +$95M +843,089 +17%
Ameriprise
3
Ameriprise
Minnesota
$432M +$14.2M +125,704 +3%
Morgan Stanley
4
Morgan Stanley
New York
$361M +$8.22M +72,972 +2%
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$260M +$214K +1,896 +0.1%
Bank of America
6
Bank of America
North Carolina
$251M -$469K -4,165 -0.2%
FFW
7
Fusion Family Wealth
New York
$186M +$5.26M +46,696 +3%
AF
8
Allworth Financial
California
$144M -$115M -1,022,959 -45%
Osaic Holdings
9
Osaic Holdings
Arizona
$138M -$1.73M -15,369 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$113M +$11.1M +98,658 +11%
Raymond James Financial
11
Raymond James Financial
Florida
$102M +$15.6M +138,381 +18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$99.5M +$12.2M +108,016 +14%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$90.6M +$17.2M +152,584 +24%
Wells Fargo
14
Wells Fargo
California
$88.7M +$7.42M +65,884 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$87M -$465K -4,126 -0.5%
KA
16
Kozak & Associates
Colorado
$67.9M +$495K +4,391 +0.8%
UBS Group
17
UBS Group
Switzerland
$62M +$6.16M +54,719 +11%
KAS
18
Kestra Advisory Services
Texas
$49.1M +$10.9M +96,597 +29%
Cerity Partners
19
Cerity Partners
New York
$43.9M -$420K -3,729 -1%
EH
20
Equitable Holdings
New York
$40.4M +$4.57M +40,534 +13%
AWM
21
Axxcess Wealth Management
California
$38.3M +$26.4M +234,732 +235%
SA
22
Stewardship Advisors
Pennsylvania
$35.8M +$10.4M +92,605 +42%
KA
23
Klingman & Associates
New York
$34.6M +$1.89M +16,809 +6%
GRP
24
Global Retirement Partners
California
$33.8M +$1.16M +10,268 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$31.7M +$2.62M +23,246 +9%