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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$10.3M +$4.69M +44,002 +90%
TC
52
TFR Capital
Texas
$9.73M +$102K +961 +1%
MA
53
MONECO Advisors
Connecticut
$8.79M +$304K +2,855 +4%
PBF
54
Petix & Botte Financial
California
$8.61M +$1.09M +10,217 +15%
KPWS
55
Kestra Private Wealth Services
Texas
$8.58M +$122K +1,145 +1%
RCA
56
Resonant Capital Advisors
Wisconsin
$7.96M -$200K -1,874 -3%
Stifel Financial
57
Stifel Financial
Missouri
$7.84M -$302K -2,834 -4%
LCWP
58
Legacy Capital Wealth Partners
Arkansas
$7.71M -$63.7K -597 -0.8%
PCIA
59
Prime Capital Investment Advisors
Kansas
$7.57M +$74.1K +695 +1%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$7.52M +$1.64M +15,395 +29%
WWM
61
Western Wealth Management
Colorado
$7.49M -$56.9K -534 -0.8%
GWM
62
Geneos Wealth Management
Colorado
$7.48M +$109K +1,022 +2%
MHFA
63
Mission Hills Financial Advisory
California
$7.18M +$82K +769 +1%
KWA
64
Kingswood Wealth Advisors
California
$7M +$2.03M +19,031 +43%
RPGNY
65
Retirement Planning Group (New York)
New York
$6.77M +$455K +4,270 +8%
CPRC
66
Consolidated Portfolio Review Corp
New York
$6.59M -$57.7K -541 -0.9%
AA
67
Ancora Advisors
Ohio
$6.03M -$98.9K -927 -2%
AC
68
Avestar Capital
New York
$5.69M -$113K -1,058 -2%
WMP
69
Wealth Management Partners
Arizona
$5.67M -$78.4K -735 -1%
NL
70
NWAM LLC
Washington
$5.41M +$93.4K +876 +2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$5.4M
RFS
72
Retirement Financial Solutions
Tennessee
$5.24M +$705K +6,614 +16%
IF
73
Intrua Financial
Texas
$5.12M -$76.8K -720 -2%
TCWM
74
Total Clarity Wealth Management
Illinois
$5.11M +$332K +3,111 +7%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$4.87M +$469K +4,397 +11%

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.