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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
RW
76
RVW Wealth
California
$4.87M -$59.8K -561 -1%
ACM
77
Absolute Capital Management
Pennsylvania
$4.85M +$387K +3,630 +9%
WIA
78
World Investment Advisors
California
$4.78M +$16.4K +154 +0.4%
PIA
79
Perennial Investment Advisors
California
$4.61M +$35.5K +333 +0.8%
TF
80
Tompkins Financial
New York
$4.45M -$1.17K -11 -0%
AWM
81
AE Wealth Management
Kansas
$4.38M +$372K +3,488 +10%
AF
82
Advisornet Financial
Minnesota
$4.32M +$189K +1,773 +5%
EF
83
Empowered Funds
Pennsylvania
$4.32M +$4.16M +39,003 New
FFS
84
Forge Financial Services
Oklahoma
$4.31M -$15.9K -149 -0.4%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$4.25M +$963K +9,032 +31%
EFS
86
Essex Financial Services
Connecticut
$3.99M +$413K +3,874 +12%
IWC
87
Integrated Wealth Concepts
Massachusetts
$3.8M -$44.4K -416 -1%
KLI
88
Kelman-Lazarov Inc
Tennessee
$3.66M -$1.39K -13 -0%
HAP
89
Harbor Asset Planning
Massachusetts
$3.66M +$16.9K +158 +0.5%
MYIA
90
Mount Yale Investment Advisors
Colorado
$3.55M +$3.42M +32,097 New
VAS
91
Vestmark Advisory Solutions
Massachusetts
$3.55M +$3.42M +32,070 New
SA
92
Sanctuary Advisors
Indiana
$3.31M -$22.2K -208 -0.7%
Truist Financial
93
Truist Financial
North Carolina
$3.23M -$128K -1,196 -4%
OC
94
Optima Capital
Oregon
$3.04M +$236K +2,213 +9%
SS
95
Sunbelt Securities
Texas
$2.81M +$2.7M +25,353 New
NFG
96
Nations Financial Group
Iowa
$2.68M -$212K -1,985 -8%
RBWA
97
RFG - Bristol Wealth Advisors
Massachusetts
$2.68M -$10.8M -100,925 -81%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$2.62M +$97.8K +917 +4%
RA
99
Rodgers & Associates
Pennsylvania
$2.5M
IWM
100
IHT Wealth Management
Illinois
$2.45M +$95.2K +893 +4%

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.