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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
OC
226
Oppenheimer & Co
New York
$245K +$563 +5 +0.2%
HA
227
Huntleigh Advisors
Missouri
$245K -$241K -2,136 -50%
IA
228
Integrity Alliance
Iowa
$243K +$239K +2,125 New
WE
229
Wealth Effects
Massachusetts
$232K
CWMK
230
Caliber Wealth Management (Kansas)
Kansas
$231K
M&T Bank
231
M&T Bank
New York
$229K -$48.3K -429 -18%
HFS
232
Heritage Financial Services
Massachusetts
$229K
SA
233
Sovran Advisors
California
$226K -$21.7K -193 -9%
LOWM
234
Laurel Oak Wealth Management
New Jersey
$223K +$219K +1,948 New
OWA
235
OakTrust Wealth Advisors
Connecticut
$220K +$217K +1,924 New
MFG
236
Marmo Financial Group
Tennessee
$214K +$113 +1 +0.1%
SG
237
StoneX Group
New York
$214K +$676 +6 +0.3%
CA
238
Clearstead Advisors
Ohio
$214K
AB
239
Atlas Brown
Kentucky
$213K +$676 +6 +0.3%
IA
240
IFG Advisory
Georgia
$213K +$789 +7 +0.4%
LTL
241
Lowery Thomas LLC
California
$212K +$676 +6 +0.3%
HNB
242
Huntington National Bank
Ohio
$207K
DC
243
Davenport & Co
Virginia
$204K +$201K +1,781 New
LWM
244
LongView Wealth Management
Georgia
$201K +$192K +1,700 New
PK
245
Pflug Koory
Nebraska
$179K +$113 +1 +0.1%
CAL
246
Capital Analysts LLC
Pennsylvania
$171K +$134K +1,191 +397%
TSMHT
247
Thurston Springer Miller Herd & Titak
Indiana
$160K +$157K +1,394 New
AIP
248
Ameritas Investment Partners
Nebraska
$150K -$2.25K -20 -2%
TPBG
249
Turning Point Benefit Group
Maryland
$144K -$4.51K -40 -3%
NS
250
NBC Securities
Alabama
$144K

RWL Hedge Fund Activity: Q4 2025 in Review

302 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2025, worth a combined $5.46B — up 8.5% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RWL positions and 24 closed out — a net gain of 16 holders — while 144 added to existing stakes and 66 trimmed.

The largest buyer was LPL Financial, adding an estimated $95M. The largest seller was Allworth Financial, cutting an estimated $115M.

  • 302 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2025, up from 289 in Q3 2025.
  • Funds reported $5.46B of Invesco S&P 500 Revenue ETF stock for Q4 2025, up 8.5% quarter-over-quarter.
  • 40 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2025 and 24 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q4 2025 was LPL Financial, an estimated $95M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q4 2025 was Allworth Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2025.