David Shaw’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

David Shaw’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,472	Closed	-$384K	–	4953
2025 Q3	$384K	Sell	3,472 -5,063	-59%	-$540K	﹤0.01%	3995
2025 Q2	$890K	Hold	8,535	–	–	﹤0.01%	3311
2025 Q1	$848K	Hold	8,535	–	–	﹤0.01%	3192
2024 Q4	$836K	Sell	8,535 -3,679	-30%	-$369K	﹤0.01%	3306
2024 Q3	$1.2M	Buy	12,214 +4,743	+63%	+$451K	﹤0.01%	3138
2024 Q2	$692K	Buy	+7,471	New	+$686K	﹤0.01%	3425

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

David Shaw's RWL Position: Q4 2025 in Review

David Shaw sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 3,472 shares — an estimated $384K sold.

David Shaw first reported a position in RWL in Q2 2024 and held it in 6 quarters. The position peaked at $1.2M in Q3 2024. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

David Shaw reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
David Shaw sold 3,472 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $384K.
David Shaw first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and held it in 6 quarters.
David Shaw's Invesco S&P 500 Revenue ETF position peaked at $1.2M in Q3 2024.
302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on D.E. Shaw & Co's 13F filing for Q4 2025, filed 17 Feb 2026.