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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
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$141K -$11.7K -104 -8%
US Bancorp
252
US Bancorp
Minnesota
$136K +$7.43K +66 +6%
AC
253
AlphaCore Capital
California
$136K +$133K +1,184 New
William Blair & Company
254
William Blair & Company
Illinois
$128K
AAP
255
Arax Advisory Partners
Colorado
$106K -$4.96K -44 -5%
AW
256
Avion Wealth
Texas
$88K +$86.9K +771 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$87K +$13K +115 +18%
GWS
258
Glassman Wealth Services
Virginia
$85.3K
HPC
259
HM Payson & Co
Maine
$73.3K
BCWM
260
Bartlett & Co Wealth Management
Ohio
$65.7K
MCM
261
MAI Capital Management
Ohio
$64.3K +$5.18K +46 +9%
ETS
262
ESL Trust Services
New York
$62.2K
APW
263
Atlantic Private Wealth
North Carolina
$60.5K
HIA
264
Harbor Investment Advisory
Maryland
$59.7K
TIM
265
Thompson Investment Management
Wisconsin
$57.3K
RFP
266
Root Financial Partners
California
$57.2K -$6.87K -61 -11%
PB
267
Pinnacle Bancorp
Nebraska
$55.9K
OA
268
Operose Advisors
Wisconsin
$54.4K
AssetMark Inc
269
AssetMark Inc
California
$54.4K +$5.41K +48 +11%
MAS
270
MPWM Advisory Solutions
Georgia
$47.1K +$113 +1 +0.2%
AWM
271
Abound Wealth Management
Tennessee
$43.6K
MSFP
272
Mark Sheptoff Financial Planning
Connecticut
$39.1K
CTWM
273
Cherry Tree Wealth Management
Minnesota
$38.9K
ACA
274
Aptus Capital Advisors
Alabama
$37.9K +$29.2K +259 +360%
BlackRock
275
BlackRock
New York
$31.8K

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.