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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
Goldman Sachs
76
Goldman Sachs
New York
$3.79M -$8.3M -82,195 -68%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$3.77M +$787K +7,795 +26%
AIA
78
AssuredPartners Investment Advisors
Florida
$3.62M +$218K +2,160 +6%
AF
79
Advisornet Financial
Minnesota
$3.57M +$94.6K +936 +3%
IWC
80
Integrated Wealth Concepts
Massachusetts
$3.55M -$89.4K -885 -2%
FAIM
81
Financial Advocates Investment Management
Washington
$3.55M +$798K +7,898 +28%
KLI
82
Kelman-Lazarov Inc
Tennessee
$3.34M +$101 +1 +0%
AWM
83
AE Wealth Management
Kansas
$3.33M +$487K +4,823 +17%
AWA
84
Amplius Wealth Advisors
Pennsylvania
$3.25M +$404 +4 +0%
RFS
85
Retirement Financial Solutions
Tennessee
$3.2M +$3.26M +32,224 New
EFS
86
Essex Financial Services
Connecticut
$3.08M +$269K +2,660 +9%
SA
87
Sanctuary Advisors
Indiana
$3.03M -$33.5K -332 -1%
TCWM
88
Total Clarity Wealth Management
Illinois
$3.01M -$24.9K -246 -0.8%
Truist Financial
89
Truist Financial
North Carolina
$2.91M -$91.9K -910 -3%
ACM
90
Absolute Capital Management
Pennsylvania
$2.79M -$276K -2,728 -9%
NFG
91
Nations Financial Group
Iowa
$2.6M -$265K -2,626 -9%
RA
92
Rodgers & Associates
Pennsylvania
$2.27M -$104K -1,028 -4%
AI
93
Atria Investments
North Carolina
$2.26M +$99.2K +982 +5%
IWM
94
IHT Wealth Management
Illinois
$2.15M -$32.1K -318 -1%
P
95
&Partners
Tennessee
$2.15M -$23.8K -236 -1%
IPA
96
Investment Planning Advisors
Georgia
$2.15M -$12M -118,968 -85%
NA
97
NewEdge Advisors
Louisiana
$2.11M +$437K +4,326 +26%
SWIA
98
Solano Wealth Investment Advisors
California
$2.08M -$16K -158 -0.8%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$2.02M +$83.5K +827 +4%
KCFA
100
Key Client Fiduciary Advisors
New Jersey
$1.86M +$13.5K +134 +0.7%

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.