We are live on ! Find out more
RWL icon

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
CWM
251
Crowley Wealth Management
Delaware
$12.4K
CIAS
252
CBIZ Investment Advisory Services
Ohio
$12K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$10.9K
TCM
254
TD Capital Management
Tennessee
$10.7K
WIM
255
Westside Investment Management
California
$10.4K
NEWAS
256
N.E.W. Advisory Services
Wisconsin
$10.3K
FFWM
257
Future Financial Wealth Management
Ohio
$8.66K
ACA
258
Aptus Capital Advisors
Alabama
$7.46K -$891 -9 -11%
GWANC
259
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.46K +$99 +1 +1%
PA
260
Parallel Advisors
California
$3.75K +$3.56K +36 New
Russell Investments Group
261
Russell Investments Group
United Kingdom
$2.61K +$2.47K +25 New
HNW
262
High Note Wealth
Minnesota
$1.49K
PWA
263
Physician Wealth Advisors
Utah
$960
FCMT
264
Founders Capital Management (Texas)
Texas
$551
SWP
265
Strategic Wealth Partners
Ohio
$417 +$396 +4 New
EFL
266
ERn Financial LLC
Wisconsin
-$38.3M -385,849 Closed
AIA
267
AssuredPartners Investment Advisors
Florida
-$3.62M -36,463 Closed
FAIM
268
Financial Advocates Investment Management
Washington
-$3.55M -35,687 Closed
FFA
269
Florida Financial Advisors
Florida
-$291K -2,934 Closed
MA
270
Montag & Associates
Georgia
-$291K -2,930 Closed
WE
271
Wealth Effects
Massachusetts
-$201K -2,025 Closed
CCM
272
Chilton Capital Management
Texas
-$39.8K -401 Closed
CA
273
Crewe Advisors
Utah
-$37.2K -374 Closed
SFGP
274
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$30.4K -306 Closed
BWL
275
Bogart Wealth LLC
Virginia
-$19.9K -200 Closed

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.