We are live on ! Find out more
RWL icon

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
PWA
301
Physician Wealth Advisors
Utah
$1.06K
FCMT
302
Founders Capital Management (Texas)
Texas
$610
SWP
303
Strategic Wealth Partners
Ohio
$458
Wellington Management Group
304
Wellington Management Group
Massachusetts
-$54.7M -494,364 Closed
CPRC
305
Consolidated Portfolio Review Corp
New York
-$6.59M -59,582 Closed
EF
306
Empowered Funds
Pennsylvania
-$4.32M -39,003 Closed
SWGC
307
Summit Wealth Group (Colorado)
Colorado
-$293K -5,911 Closed
TRCT
308
Tower Research Capital (TRC)
New York
-$652K -5,892 Closed
AAS
309
Ameritas Advisory Services
Nebraska
-$599K -5,417 Closed
YIH
310
Y-Intercept (HK)
Hong Kong
-$597K -5,397 Closed
Bessemer Group
311
Bessemer Group
New Jersey
-$534K -4,826 Closed
D.E. Shaw & Co
312
D.E. Shaw & Co
New York
-$384K -3,472 Closed
GCP
313
GSA Capital Partners
United Kingdom
-$291K -2,631 Closed
Citadel Advisors
314
Citadel Advisors
Florida
-$206K -1,865 Closed
GFWA
315
Grey Fox Wealth Advisors
Delaware
-$115K -1,040 Closed
BCMIO
316
Beacon Capital Management Inc (Ohio)
Ohio
-$61.6K -557 Closed
RA
317
Rise Advisors
New York
-$40.2K -363 Closed
TIM
318
Tortoise Investment Management
New York
-$38.7K -350 Closed
JFA
319
JNBA Financial Advisors
Minnesota
-$17.5K -158 Closed
GWSG
320
GPS Wealth Strategies Group
Colorado
-$16.6K -150 Closed
TWD
321
True Wealth Design
Ohio
-$14.5K -131 Closed
CWM
322
Crowley Wealth Management
Delaware
-$13.2K -119 Closed
AIM
323
Anchor Investment Management
South Carolina
-$9.96K -90 Closed
FFWM
324
Future Financial Wealth Management
Ohio
-$9.19K -83 Closed
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
-$3.1K -28 Closed

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.