We are live on ! Find out more
RWL icon

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
AWM
151
Accurate Wealth Management
Florida
$496K
AAG
152
Armstrong Advisory Group
Massachusetts
$486K
PPC
153
Pennington Partners & Co
Maryland
$464K +$505 +5 +0.1%
Bessemer Group
154
Bessemer Group
New Jersey
$457K -$92.9K -920 -17%
UAG
155
United Advisor Group
Ohio
$445K +$97.8K +968 +28%
BCI
156
Brinker Capital Investments
Pennsylvania
$428K +$176K +1,744 +68%
OPS
157
Orion Portfolio Solutions
Nebraska
$428K +$176K +1,744 +68%
RL
158
Retireful LLC
Michigan
$428K -$468K -4,636 -98%
JWCA
159
J.W. Cole Advisors
Florida
$425K +$432K +4,278 New
SC
160
Savant Capital
Illinois
$419K
FPGK
161
Financial Partners Group (Kansas)
Kansas
$366K +$372K +3,686 New
LC
162
Landaas & Company
Wisconsin
$357K +$20.9K +207 +6%
Corient Private Wealth
163
Corient Private Wealth
Florida
$331K +$909 +9 +0.3%
MSG
164
Main Street Group
Virginia
$321K +$10.1K +100 +3%
PSF
165
Pacific Sun Financial
California
$314K -$5.76K -57 -2%
SCM
166
SCS Capital Management
Massachusetts
$309K +$314K +3,111 New
SEIA
167
Signature Estate & Investment Advisors
California
$307K +$1.01K +10 +0.3%
DI
168
Diligent Investors
California
$306K +$404 +4 +0.1%
SAM
169
Silvercrest Asset Management
New York
$303K +$101K +1,000 +49%
TPBG
170
Turning Point Benefit Group
Maryland
$299K -$278K -2,751 -45%
MFF
171
Michels Family Financial
Texas
$297K +$1.11K +11 +0.4%
Citadel Advisors
172
Citadel Advisors
Florida
$297K +$64.6K +639 +27%
FFA
173
Florida Financial Advisors
Florida
$291K +$296K +2,934 New
MA
174
Montag & Associates
Georgia
$291K +$1.11K +11 +0.4%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$287K +$111K +1,096 +61%

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.