We are live on ! Find out more
RWL icon

Invesco S&P 500 Revenue ETF
RWL

253 hedge funds and large institutions have $3.76B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 65

36% more capital invested

Capital invested by funds: $2.77B → $3.76B (+$991M)

5.16% more ownership

Funds ownership: 66.19% → 71.35% (+5.2%)

5% more funds holding

Funds holding: 242 → 253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
31
Increased
110
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$669M
2
Ameriprise
Ameriprise
Minnesota
+$99.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$86.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$29M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$21.7M
2
Stifel Financial
Stifel Financial
Missouri
-$19.9M
3
IPA
Investment Planning Advisors
Georgia
-$12M
4
Morgan Stanley
Morgan Stanley
New York
-$9.85M
5
KDA
Kraft Davis & Associates
Missouri
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$16.1M +$860K +8,509 +6%
TFS
27
Thoroughbred Financial Services
Tennessee
$16M +$1.05M +10,412 +7%
ALA
28
Atlas Legacy Advisors
California
$15.5M +$15.6M +154,187 New
PAG
29
Private Advisor Group
New Jersey
$14.6M +$548K +5,429 +4%
EWA
30
EverSource Wealth Advisors
Alabama
$14.3M +$562K +5,563 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14.2M +$712K +7,044 +5%
DWM
32
Denver Wealth Management
Colorado
$14.1M -$417K -4,132 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$13.8M +$7.46M +73,839 +114%
MML Investors Services
34
MML Investors Services
Massachusetts
$12.7M -$3.03K -30 -0%
CCA
35
Cadent Capital Advisors
Oklahoma
$12M -$421K -4,167 -3%
RBWA
36
RFG - Bristol Wealth Advisors
Massachusetts
$11.8M +$1.95M +19,318 +19%
ACA
37
Aspire Capital Advisors
Washington
$11.8M -$2.98M -29,449 -20%
HI
38
Harbour Investments
Wisconsin
$10.6M +$703K +6,959 +7%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$9.36M -$412K -4,083 -4%
FA
40
Fermata Advisors
California
$9.29M -$1.22M -12,089 -11%
KDA
41
Kraft Davis & Associates
Missouri
$8.87M -$8.81M -87,205 -48%
TC
42
TFR Capital
Texas
$8.4M -$247K -2,443 -3%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.1M +$366K +3,623 +5%
Stifel Financial
44
Stifel Financial
Missouri
$7.85M -$19.9M -197,284 -71%
MA
45
MONECO Advisors
Connecticut
$7.63M +$48.7K +482 +0.6%
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$7.47M -$1.33M -13,155 -14%
CRI
47
Colonial River Investments
Virginia
$7.46M +$7.59M +75,127 New
AWS
48
Atria Wealth Solutions
New York
$7.42M +$1.55M +15,374 +26%
RCA
49
Resonant Capital Advisors
Wisconsin
$7.35M – – –
TPA
50
Trivium Point Advisory
Connecticut
$7.19M +$2.58M +25,540 +55%
1
2
3 4 5

RWL Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2025, worth a combined $3.76B — up 36% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWL positions and 17 closed out — a net gain of 14 holders — while 110 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $669M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $21.7M sold.

  • 253 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2025, up from 242 in Q4 2024.
  • Funds reported $3.76B of Invesco S&P 500 Revenue ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2025 was Invesco, an estimated $669M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.