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Invesco S&P 500 Revenue ETF

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: 242253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$7.14M +$988K +9,779 +16%
PCIA
52
Prime Capital Investment Advisors
Kansas
$6.82M +$641K +6,340 +10%
WWM
53
Western Wealth Management
Colorado
$6.64M +$101K +1,000 +2%
MHFA
54
Mission Hills Financial Advisory
California
$6.55M -$127K -1,260 -2%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$6.06M +$287K +2,845 +5%
SWP
56
Stratos Wealth Partners
Ohio
$6M -$1.99M -19,739 -25%
AWM
57
Axxcess Wealth Management
California
$5.93M +$6.03M +59,729 New
PBF
58
Petix & Botte Financial
California
$5.87M +$1.65M +16,358 +38%
AAS
59
Ameritas Advisory Services
Nebraska
$5.74M -$391K -3,869 -6%
AA
60
Ancora Advisors
Ohio
$5.61M -$48.5K -480 -0.8%
WMP
61
Wealth Management Partners
Arizona
$5.17M -$1.82K -18 -0%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$4.91M -$813K -8,043 -14%
RPGNY
63
Retirement Planning Group (New York)
New York
$4.85M +$389K +3,850 +9%
IF
64
Intrua Financial
Texas
$4.71M +$103K +1,016 +2%
KWM
65
Kingsview Wealth Management
Oregon
$4.66M +$2.4M +23,750 +103%
NL
66
NWAM LLC
Washington
$4.64M +$236K +2,337 +5%
KWA
67
Kingswood Wealth Advisors
California
$4.58M +$50.7K +502 +1%
RW
68
RVW Wealth
California
$4.53M -$452K -4,474 -9%
AC
69
Avestar Capital
New York
$4.41M -$1.56M -15,442 -26%
WIA
70
World Investment Advisors
California
$4.31M +$17K +168 +0.4%
CPRC
71
Consolidated Portfolio Review Corp
New York
$4.19M +$749K +7,411 +21%
PIA
72
Perennial Investment Advisors
California
$4.07M -$6.47K -64 -0.2%
TF
73
Tompkins Financial
New York
$4.03M -$94.4K -934 -2%
BCM
74
Brookstone Capital Management
Illinois
$4M +$622K +6,159 +18%
FFS
75
Forge Financial Services
Oklahoma
$3.9M -$92.6K -917 -2%

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.