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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
RFS
76
Retirement Financial Solutions
Tennessee
$4.25M +$841K +8,497 +26%
TF
77
Tompkins Financial
New York
$4.19M -$34.3K -347 -0.9%
ACM
78
Absolute Capital Management
Pennsylvania
$4.19M +$1.2M +12,082 +43%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$4.13M +$2.67M +26,956 +212%
AAS
80
Ameritas Advisory Services
Nebraska
$4.08M -$1.85M -18,659 -32%
FFS
81
Forge Financial Services
Oklahoma
$4.05M -$15.9K -161 -0.4%
AF
82
Advisornet Financial
Minnesota
$3.89M +$136K +1,375 +4%
AWM
83
AE Wealth Management
Kansas
$3.76M +$252K +2,549 +8%
IWC
84
Integrated Wealth Concepts
Massachusetts
$3.62M -$101K -1,021 -3%
KLI
85
Kelman-Lazarov Inc
Tennessee
$3.45M -$53.1K -537 -2%
HAP
86
Harbor Asset Planning
Massachusetts
$3.44M +$3.26M +32,947 New
AWA
87
Amplius Wealth Advisors
Pennsylvania
$3.41M
EFS
88
Essex Financial Services
Connecticut
$3.36M +$122K +1,228 +4%
Truist Financial
89
Truist Financial
North Carolina
$3.17M +$112K +1,131 +4%
SA
90
Sanctuary Advisors
Indiana
$3.14M -$35.8K -362 -1%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$3.07M -$844K -8,528 -22%
NFG
92
Nations Financial Group
Iowa
$2.74M +$9.4K +95 +0.4%
OC
93
Optima Capital
Oregon
$2.64M +$2.5M +25,298 New
IPA
94
Investment Planning Advisors
Georgia
$2.53M +$259K +2,614 +12%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$2.49M +$2.36M +23,837 New
GSWM
96
Golden State Wealth Management
California
$2.37M +$629K +6,354 +39%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$2.37M +$240K +2,425 +12%
RA
98
Rodgers & Associates
Pennsylvania
$2.36M -$27.2K -275 -1%
AI
99
Atria Investments
North Carolina
$2.35M -$16.4K -166 -0.7%
P
100
&Partners
Tennessee
$2.33M +$37.9K +383 +2%

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.