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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$1.37M +$31.5K +295 +2%
SPIA
127
Steward Partners Investment Advisory
New York
$1.35M +$8.96K +84 +0.7%
LAS
128
LWM Advisory Services
Florida
$1.33M +$1.28M +11,983 New
EAM
129
Empirical Asset Management
Massachusetts
$1.31M
JWCA
130
J.W. Cole Advisors
Florida
$1.24M +$267K +2,505 +29%
DAS
131
Dynamic Advisor Solutions
Arizona
$1.18M +$30K +281 +3%
Fiera Capital (Canada)
132
Fiera Capital (Canada)
Quebec, Canada
$1.12M
LFAS
133
Level Four Advisory Services
Texas
$1.12M -$28.4K -266 -3%
Comerica Bank
134
Comerica Bank
Texas
$1.1M +$167K +1,563 +19%
FGA
135
Fortis Group Advisors
New Jersey
$1.08M +$1.03M +9,691 New
AWA
136
Acorn Wealth Advisors
Michigan
$1.07M +$178K +1,668 +21%
MCC
137
Money Concepts Capital
Florida
$1.03M -$36.2K -339 -4%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$1.02M -$169K -1,589 -15%
MF
139
Meridian Financial
Massachusetts
$1M +$967K +9,066 New
KFP
140
KMG Fiduciary Partners
Ohio
$997K -$14.1K -132 -1%
SAM
141
Secure Asset Management
Michigan
$976K +$216K +2,025 +30%
BAM
142
Belpointe Asset Management
Nevada
$957K +$29.3K +275 +3%
RFN
143
Redwood Financial Network
Ohio
$938K +$93.8K +880 +12%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$926K -$108K -1,010 -11%
Creative Planning
145
Creative Planning
Kansas
$918K +$147K +1,376 +20%
SCA
146
Snowden Capital Advisors
New York
$915K -$103K -964 -10%
KFI
147
Key Financial Inc
Pennsylvania
$843K +$254K +2,380 +45%
MFGM
148
Marshall Financial Group (Maryland)
Maryland
$834K +$2.13K +20 +0.3%
OWP
149
Obermeyer Wealth Partners
Colorado
$815K
AWM
150
Apollon Wealth Management
South Carolina
$796K -$129K -1,210 -14%

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.