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Invesco S&P 500 Revenue ETF

253 hedge funds and large institutions have $3.76B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 65

36% more capital invested

Capital invested by funds: $2.77B → $3.76B (+$991M)

5.16% more ownership

Funds ownership: 66.19%71.35% (+5.2%)

5% more funds holding

Funds holding: 242253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
31
Increased
110
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
GoalVest Advisory
New York
$30.7K
SFGP
227
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$30.4K +$202 +2 +0.7%
LWA
228
Lowe Wealth Advisors
Maryland
$29.8K -$20.2K -200 -40%
CAM
229
Creekmur Asset Management
Illinois
$29.5K
AIC
230
Archer Investment Corporation
Indiana
$25.7K +$101 +1 +0.4%
MSFP
231
Mark Sheptoff Financial Planning
Connecticut
$24K +$24.4K +242 New
GI
232
GAMMA Investing
California
$22.9K
SWA
233
SOA Wealth Advisors
New York
$22.8K
CAL
234
Capital Analysts LLC
Pennsylvania
$20K +$20.2K +200 New
BWL
235
Bogart Wealth LLC
Virginia
$19.9K
BlackRock
236
BlackRock
New York
$17.9K
GWSG
237
GPS Wealth Strategies Group
Colorado
$14.9K
WWM
238
Wolff Wiese Magana
California
$12.9K
CWM
239
Crowley Wealth Management
Delaware
$11.8K
CIAS
240
CBIZ Investment Advisory Services
Ohio
$11.4K +$11.6K +115 New
TCM
241
TD Capital Management
Tennessee
$10.1K +$101 +1 +1%
WIM
242
Westside Investment Management
California
$9.93K +$10.1K +100 New
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$9.73K +$9.9K +98 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$9.27K
Franklin Resources
245
Franklin Resources
California
$8.64K
FFWM
246
Future Financial Wealth Management
Ohio
$8.24K
ACA
247
Aptus Capital Advisors
Alabama
$8.07K -$100K -993 -92%
VWA
248
VSM Wealth Advisory
Maryland
$7.91K +$8.08K +80 New
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.08K +$7.17K +71 New
CF
250
Collier Financial
Colorado
$6.08K

RWL Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2025, worth a combined $3.76B — up 36% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWL positions and 17 closed out — a net gain of 14 holders — while 110 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $669M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $21.7M sold.

  • 253 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2025, up from 242 in Q4 2024.
  • Funds reported $3.76B of Invesco S&P 500 Revenue ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2025 was Invesco, an estimated $669M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.