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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
P
101
&Partners
Tennessee
$2.42M -$52.3K -490 -2%
KWM
102
Kingsview Wealth Management
Oregon
$2.41M -$3.11M -29,144 -57%
GSWM
103
Golden State Wealth Management
California
$2.41M -$98.5K -924 -4%
IP
104
Ignite Planners
California
$2.4M +$57.1K +535 +3%
TWM
105
TCFG Wealth Management
California
$2.35M +$4.91K +46 +0.2%
IFG
106
Independent Financial Group
California
$2.33M +$2.25M +21,055 New
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$2.24M +$133K +1,248 +7%
AQR Capital Management
108
AQR Capital Management
Connecticut
$2.23M +$2.15M +20,171 New
CIA
109
Concurrent Investment Advisors
Florida
$2.21M +$123K +1,152 +6%
SWIA
110
Solano Wealth Investment Advisors
California
$2.21M -$63K -591 -3%
SW
111
Simplicity Wealth
New Jersey
$2.2M -$3.01M -28,188 -59%
Renaissance Technologies
112
Renaissance Technologies
New York
$2.2M +$1.14M +10,700 +116%
EGA
113
E&G Advisors
Texas
$1.98M +$226K +2,120 +13%
NA
114
NewEdge Advisors
Louisiana
$1.96M +$25.6K +240 +1%
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$1.83M +$532K +4,990 +43%
MFG
116
MTM Financial Group
Pennsylvania
$1.82M +$319K +2,995 +22%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$1.75M +$784K +7,349 +87%
Citigroup
118
Citigroup
New York
$1.71M +$1.56M +14,630 +1,840%
PFS
119
Prospera Financial Services
Texas
$1.67M +$4.16K +39 +0.3%
FTS
120
Fifth Third Securities
Ohio
$1.66M +$613K +5,749 +62%
RSF
121
Rik Saylor Financial
Ohio
$1.65M +$173K +1,625 +12%
FFA
122
Farther Finance Advisors
California
$1.45M +$1.4M +13,123 New
GVAG
123
Great Valley Advisor Group
Delaware
$1.43M +$35.1K +329 +3%
AWA
124
Amplius Wealth Advisors
Pennsylvania
$1.42M -$2.12M -19,882 -61%
HP
125
Holistic Planning
Texas
$1.41M -$66K -619 -5%

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.