Loomis, Sayles & Company
RWL icon

Loomis, Sayles & Company’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Loomis, Sayles & Company’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
2026
Q2 		$6.97M Buy
54,571
+43,672
+401% +$5.42M 0.01% 419
2026
Q1 		$1.25M Buy
+10,899
New +$1.29M ﹤0.01% 489

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Loomis, Sayles & Company's RWL Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Invesco S&P 500 Revenue ETF (RWL) stake by 401% in Q2 2026, buying an estimated $5.42M and bringing the position to 54,571 shares worth $6.97M. The position accounts for 0.01% of the portfolio, ranked #419.

Loomis, Sayles & Company first reported a position in RWL in Q1 2026 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Loomis, Sayles & Company held 54,571 shares of Invesco S&P 500 Revenue ETF worth $6.97M as of Q2 2026.
  • Loomis, Sayles & Company bought 43,672 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $5.42M.
  • Invesco S&P 500 Revenue ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #419 holding.
  • Loomis, Sayles & Company first reported a position in Invesco S&P 500 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.