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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
IWM
101
IHT Wealth Management
Illinois
$2.22M -$38.4K -388 -2%
TWM
102
TCFG Wealth Management
California
$2.21M +$1.49M +15,053 +245%
IP
103
Ignite Planners
California
$2.2M +$319K +3,220 +18%
SWIA
104
Solano Wealth Investment Advisors
California
$2.14M -$33.4K -337 -2%
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$1.98M +$24.2K +245 +1%
CIA
106
Concurrent Investment Advisors
Florida
$1.96M +$330K +3,339 +22%
NA
107
NewEdge Advisors
Louisiana
$1.83M -$371K -3,746 -18%
KA
108
Kovack Advisors
Florida
$1.74M -$118K -1,189 -7%
EGA
109
E&G Advisors
Texas
$1.64M +$140K +1,415 +10%
PFS
110
Prospera Financial Services
Texas
$1.57M -$51.6K -521 -3%
MFG
111
MTM Financial Group
Pennsylvania
$1.41M +$349K +3,531 +35%
HP
112
Holistic Planning
Texas
$1.39M +$77.5K +783 +6%
RSF
113
Rik Saylor Financial
Ohio
$1.39M +$43K +435 +3%
GVAG
114
Great Valley Advisor Group
Delaware
$1.32M +$12.4K +125 +1%
SPIA
115
Steward Partners Investment Advisory
New York
$1.26M
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.26M +$185K +1,874 +18%
EAM
117
Empirical Asset Management
Massachusetts
$1.23M -$16.8K -170 -1%
FA
118
Fermata Advisors
California
$1.22M -$8.1M -81,812 -87%
GSIAS
119
Garden State Investment Advisory Services
New Jersey
$1.21M +$1.14M +11,562 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.12M -$150K -1,516 -12%
DAS
121
Dynamic Advisor Solutions
Arizona
$1.08M -$124K -1,256 -11%
LFAS
122
Level Four Advisory Services
Texas
$1.08M -$6.83K -69 -0.7%
Fiera Capital (Canada)
123
Fiera Capital (Canada)
Quebec, Canada
$1.06M
Jane Street
124
Jane Street
New York
$1.05M +$317K +3,204 +47%
AG
125
AmeriFlex Group
Nevada
$1.03M +$118K +1,192 +14%

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.