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Invesco S&P 500 Revenue ETF

264 hedge funds and large institutions have $4.19B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

55% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 71

11% more capital invested

Capital invested by funds: $3.76B → $4.19B (+$432M)

4% more funds holding

Funds holding: 253264 (+11)

1.22% more ownership

Funds ownership: 71.35%72.57% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
29
Increased
110
Reduced
71
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$7.39M -$438K -4,426 -6%
WWM
52
Western Wealth Management
Colorado
$7.12M +$142K +1,435 +2%
PCIA
53
Prime Capital Investment Advisors
Kansas
$7.06M -$98.5K -995 -1%
PBF
54
Petix & Botte Financial
California
$7.05M +$843K +8,515 +14%
GWM
55
Geneos Wealth Management
Colorado
$6.94M -$19.6M -198,563 -75%
AAS
56
Asset Allocation Strategies
Michigan
$6.8M +$6.46M +65,249 New
MHFA
57
Mission Hills Financial Advisory
California
$6.68M -$186K -1,877 -3%
SWP
58
Stratos Wealth Partners
Ohio
$6.48M +$169K +1,703 +3%
CPRC
59
Consolidated Portfolio Review Corp
New York
$6.27M +$1.78M +17,962 +43%
RPGNY
60
Retirement Planning Group (New York)
New York
$5.94M +$798K +8,062 +17%
Goldman Sachs
61
Goldman Sachs
New York
$5.86M +$1.79M +18,043 +47%
AA
62
Ancora Advisors
Ohio
$5.78M -$107K -1,078 -2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$5.48M -$833K -8,415 -14%
AC
64
Avestar Capital
New York
$5.47M +$801K +8,092 +18%
WMP
65
Wealth Management Partners
Arizona
$5.44M -$7.52K -76 -0.1%
KWM
66
Kingsview Wealth Management
Oregon
$5.31M +$404K +4,087 +9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.1M -$55.1K -557 -1%
SW
68
Simplicity Wealth
New Jersey
$5.02M +$2.99M +30,245 +169%
NL
69
NWAM LLC
Washington
$4.95M +$93.9K +949 +2%
IF
70
Intrua Financial
Texas
$4.9M -$41.7K -421 -0.9%
RW
71
RVW Wealth
California
$4.65M -$96.5K -975 -2%
KWA
72
Kingswood Wealth Advisors
California
$4.61M -$188K -1,899 -4%
WIA
73
World Investment Advisors
California
$4.49M -$33.2K -335 -0.8%
TCWM
74
Total Clarity Wealth Management
Illinois
$4.49M +$1.21M +12,260 +40%
PIA
75
Perennial Investment Advisors
California
$4.31M +$33.4K +338 +0.8%

RWL Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2025, worth a combined $4.19B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 14 closed out — a net gain of 15 holders — while 110 added to existing stakes and 71 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.2M. The largest seller was Ameriprise, cutting an estimated $52.5M.

  • 264 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $4.19B of Invesco S&P 500 Revenue ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2025 and 14 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2025 was LPL Financial, an estimated $68.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2025.