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Invesco S&P 500 Revenue ETF

289 hedge funds and large institutions have $5.03B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

68% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 73

20% more capital invested

Capital invested by funds: $4.19B → $5.03B (+$845M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

9% more funds holding

Funds holding: 264289 (+25)

0.1% less ownership

Funds ownership: 72.57%72.47% (-0.1%)

Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
3.79%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
38
Increased
123
Reduced
73
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Abound Wealth Management
Tennessee
$42.1K
RA
252
Rise Advisors
New York
$40.2K +$107 +1 +0.3%
TIM
253
Tortoise Investment Management
New York
$38.7K +$37.3K +350 New
MSFP
254
Mark Sheptoff Financial Planning
Connecticut
$37.8K
CTWM
255
Cherry Tree Wealth Management
Minnesota
$37.6K
CAL
256
Capital Analysts LLC
Pennsylvania
$33K +$10.7K +100 +50%
CAM
257
Creekmur Asset Management
Illinois
$32.9K
BlackRock
258
BlackRock
New York
$30.8K +$10.5K +98 +54%
AIC
259
Archer Investment Corporation
Indiana
$29.5K +$747 +7 +3%
GI
260
GAMMA Investing
California
$25.6K
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$23.2K
LWA
262
Lowe Wealth Advisors
Maryland
$22.1K -$10.7K -100 -33%
ACM
263
Anfield Capital Management
California
$18.8K +$18.1K +170 New
JFA
264
JNBA Financial Advisors
Minnesota
$17.5K -$10.3K -97 -38%
GWSG
265
GPS Wealth Strategies Group
Colorado
$16.6K
WWM
266
Wolff Wiese Magana
California
$16.6K +$2.13K +20 +15%
LWMI
267
Legacy Wealth Management (Idaho)
Idaho
$14.9K +$14.4K +135 New
TWD
268
True Wealth Design
Ohio
$14.5K +$14K +131 New
CWM
269
Crowley Wealth Management
Delaware
$13.2K
CIAS
270
CBIZ Investment Advisory Services
Ohio
$12.8K
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$11.5K
TCM
272
TD Capital Management
Tennessee
$11.3K
WIM
273
Westside Investment Management
California
$11.1K
NEWAS
274
N.E.W. Advisory Services
Wisconsin
$10.9K +$107 +1 +1%
AIM
275
Anchor Investment Management
South Carolina
$9.96K +$9.6K +90 New

RWL Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2025, worth a combined $5.03B — up 20% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWL positions and 9 closed out — a net gain of 29 holders — while 123 added to existing stakes and 73 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $242M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.6M.

  • 289 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2025, up from 264 in Q2 2025.
  • Funds reported $5.03B of Invesco S&P 500 Revenue ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 38 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2025 and 9 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $242M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.