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Invesco S&P 500 Revenue ETF

264 hedge funds and large institutions have $4.19B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

55% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 71

11% more capital invested

Capital invested by funds: $3.76B → $4.19B (+$432M)

4% more funds holding

Funds holding: 253264 (+11)

1.22% more ownership

Funds ownership: 71.35%72.57% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
29
Increased
110
Reduced
71
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$52.1K
TIM
227
Thompson Investment Management
Wisconsin
$52.1K +$49.5K +500 New
PB
228
Pinnacle Bancorp
Nebraska
$50.9K
OA
229
Operose Advisors
Wisconsin
$49.5K
AssetMark Inc
230
AssetMark Inc
California
$44.5K
TLA
231
Tanglewood Legacy Advisors
Texas
$42.8K
MAS
232
MPWM Advisory Solutions
Georgia
$42.6K +$99 +1 +0.2%
AWM
233
Abound Wealth Management
Tennessee
$39.7K
RA
234
Rise Advisors
New York
$37.8K +$99 +1 +0.3%
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$35.6K +$9.8K +99 +41%
CTWM
236
Cherry Tree Wealth Management
Minnesota
$35.5K
LWA
237
Lowe Wealth Advisors
Maryland
$31.3K
CAM
238
Creekmur Asset Management
Illinois
$31K
AIC
239
Archer Investment Corporation
Indiana
$27.1K +$99 +1 +0.4%
JFA
240
JNBA Financial Advisors
Minnesota
$26.6K +$25.2K +255 New
IA
241
IFP Advisors
Florida
$25K -$98.4K -994 -81%
GA
242
GoalVest Advisory
New York
$24.9K -$6.93K -70 -23%
GI
243
GAMMA Investing
California
$24.1K
SWA
244
SOA Wealth Advisors
New York
$24K
FHA
245
First Horizon Advisors
Tennessee
$23K +$21.9K +221 New
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$21.9K -$79.2K -800 -79%
CAL
247
Capital Analysts LLC
Pennsylvania
$21K
BlackRock
248
BlackRock
New York
$18.8K
GWSG
249
GPS Wealth Strategies Group
Colorado
$15.6K
WWM
250
Wolff Wiese Magana
California
$13.6K

RWL Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2025, worth a combined $4.19B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 14 closed out — a net gain of 15 holders — while 110 added to existing stakes and 71 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.2M. The largest seller was Ameriprise, cutting an estimated $52.5M.

  • 264 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $4.19B of Invesco S&P 500 Revenue ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2025 and 14 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2025 was LPL Financial, an estimated $68.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2025.