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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
MCC
126
Money Concepts Capital
Florida
$1.01M +$302K +3,052 +46%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$978K +$414K +4,183 +81%
FTS
128
Fifth Third Securities
Ohio
$967K +$84.5K +854 +10%
SCA
129
Snowden Capital Advisors
New York
$963K +$40.8K +412 +5%
Renaissance Technologies
130
Renaissance Technologies
New York
$959K +$910K +9,200 New
KFP
131
KMG Fiduciary Partners
Ohio
$954K -$25.8K -261 -3%
JWCA
132
J.W. Cole Advisors
Florida
$908K +$438K +4,424 +103%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$890K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$879K +$224K +2,267 +37%
AWM
135
Apollon Wealth Management
South Carolina
$876K -$110K -1,111 -12%
VWA
136
Visionary Wealth Advisors
Illinois
$875K +$118K +1,189 +17%
Comerica Bank
137
Comerica Bank
Texas
$875K -$165K -1,670 -17%
BAM
138
Belpointe Asset Management
Nevada
$874K -$22.9K -231 -3%
AWA
139
Acorn Wealth Advisors
Michigan
$832K +$66.9K +676 +9%
AWS
140
Atria Wealth Solutions
New York
$814K -$6.63M -66,985 -90%
RFN
141
Redwood Financial Network
Ohio
$792K -$7.82K -79 -1%
MFGM
142
Marshall Financial Group (Maryland)
Maryland
$787K -$792 -8 -0.1%
NWM
143
Nova Wealth Management
Florida
$770K -$15.2K -154 -2%
OWP
144
Obermeyer Wealth Partners
Colorado
$768K
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$738K -$97.9K -989 -12%
Creative Planning
146
Creative Planning
Kansas
$721K +$76.3K +771 +13%
SAM
147
Secure Asset Management
Michigan
$707K +$171K +1,725 +34%
BWP
148
Baldwin Wealth Partners
Massachusetts
$688K
CAM
149
Cozad Asset Management
Illinois
$654K +$396 +4 +0.1%
FAM
150
Flaharty Asset Management
Florida
$628K +$9.5K +96 +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.