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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
BAM
126
Belpointe Asset Management
Nevada
$855K +$870K +8,608 New
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$848K
FTS
128
Fifth Third Securities
Ohio
$836K +$256K +2,530 +43%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$801K -$78.5K -777 -9%
RFN
130
Redwood Financial Network
Ohio
$762K +$157K +1,559 +25%
NWM
131
Nova Wealth Management
Florida
$748K +$133K +1,312 +21%
MFGM
132
Marshall Financial Group (Maryland)
Maryland
$748K -$606 -6 -0.1%
OWP
133
Obermeyer Wealth Partners
Colorado
$731K -$15K -148 -2%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$731K -$284K -2,809 -28%
AWA
135
Acorn Wealth Advisors
Michigan
$725K -$8.18K -81 -1%
VWA
136
Visionary Wealth Advisors
Illinois
$715K +$72K +713 +11%
Jane Street
137
Jane Street
New York
$683K +$694K +6,874 New
BWP
138
Baldwin Wealth Partners
Massachusetts
$656K
MCC
139
Money Concepts Capital
Florida
$655K +$69.5K +688 +12%
CAM
140
Cozad Asset Management
Illinois
$622K -$9.6K -95 -1%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$612K -$120K -1,189 -16%
TWM
142
TCFG Wealth Management
California
$611K +$152K +1,503 +32%
Creative Planning
143
Creative Planning
Kansas
$610K +$5.25K +52 +0.9%
FAM
144
Flaharty Asset Management
Florida
$589K -$65.8K -651 -10%
HighTower Advisors
145
HighTower Advisors
Illinois
$555K +$7.48K +74 +1%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$516K -$2.47M -24,484 -83%
ASN
147
Advisory Services Network
Georgia
$515K +$42.9K +425 +9%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$513K +$808 +8 +0.2%
GCP
149
GSA Capital Partners
United Kingdom
$510K
SAM
150
Secure Asset Management
Michigan
$502K +$97.4K +964 +24%

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.