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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
SA
26
Stewardship Advisors
Pennsylvania
$24.3M +$276K +2,592 +1%
Mariner
27
Mariner
Kansas
$22.2M +$276K +2,591 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.29M +21,517 +14%
MML Investors Services
29
MML Investors Services
Massachusetts
$19.6M -$465K -4,364 -2%
MFG
30
Merit Financial Group
Georgia
$18.6M +$530K +4,969 +3%
IPA
31
Investment Planning Advisors
Georgia
$17.9M +$14.7M +137,540 +568%
ALA
32
Atlas Legacy Advisors
California
$17.8M +$565K +5,295 +3%
EWA
33
EverSource Wealth Advisors
Alabama
$17.2M +$130K +1,221 +0.8%
DWM
34
Denver Wealth Management
Colorado
$17.1M +$405K +3,799 +3%
TFS
35
Thoroughbred Financial Services
Tennessee
$16.4M +$82.9K +777 +0.5%
Goldman Sachs
36
Goldman Sachs
New York
$16.3M +$9.73M +91,229 +162%
AAS
37
Asset Allocation Strategies
Michigan
$15.4M +$7.86M +73,684 +113%
PAG
38
Private Advisor Group
New Jersey
$14.9M -$952K -8,929 -6%
BCM
39
Brookstone Capital Management
Illinois
$14.6M +$2.97M +27,818 +27%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$14.5M +$560K +5,247 +4%
CCA
41
Cadent Capital Advisors
Oklahoma
$14.2M +$614K +5,755 +5%
SWP
42
Stratos Wealth Partners
Ohio
$14M +$6.86M +64,292 +104%
ACA
43
Aspire Capital Advisors
Washington
$13.3M +$141K +1,322 +1%
HI
44
Harbour Investments
Wisconsin
$13M +$709K +6,652 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$11.5M +$2.49M +23,371 +29%
AWM
46
Axxcess Wealth Management
California
$11M +$177K +1,659 +2%
CRI
47
Colonial River Investments
Virginia
$10.9M +$315K +2,952 +3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$94.4K +885 +0.9%
KDA
49
Kraft Davis & Associates
Missouri
$10.3M -$128K -1,198 -1%
SA
50
Sonoma Allocations
California
$10.3M +$10M +93,749 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.