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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
BWP
151
Baldwin Wealth Partners
Massachusetts
$730K
HighTower Advisors
152
HighTower Advisors
Illinois
$719K +$135K +1,269 +24%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$707K -$72.6K -681 -10%
CAM
154
Cozad Asset Management
Illinois
$694K +$427 +4 +0.1%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$669K +$32.5K +305 +5%
NWM
156
Nova Wealth Management
Florida
$663K -$149K -1,393 -19%
TRCT
157
Tower Research Capital (TRC)
New York
$652K +$628K +5,892 New
AIA
158
AssuredPartners Investment Advisors
Florida
$651K +$627K +5,881 New
AI
159
Atria Investments
North Carolina
$637K -$1.79M -16,801 -74%
AAS
160
Ameritas Advisory Services
Nebraska
$599K -$3.6M -33,719 -86%
YIH
161
Y-Intercept (HK)
Hong Kong
$597K -$59.2K -555 -9%
FAM
162
Flaharty Asset Management
Florida
$591K -$72.5K -680 -11%
AWM
163
Accurate Wealth Management
Florida
$579K
ASN
164
Advisory Services Network
Georgia
$563K -$9.71K -91 -2%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$561K +$115K +1,079 +27%
AAG
166
Armstrong Advisory Group
Massachusetts
$538K
Bessemer Group
167
Bessemer Group
New Jersey
$534K -$12.5K -117 -2%
PPC
168
Pennington Partners & Co
Maryland
$518K +$427 +4 +0.1%
UAG
169
United Advisor Group
Ohio
$511K +$18.2K +171 +4%
CCA
170
Cora Capital Advisors
New Jersey
$500K
HA
171
Huntleigh Advisors
Missouri
$473K +$456K +4,272 New
KA
172
Kovack Advisors
Florida
$468K -$1.32M -12,424 -75%
SC
173
Savant Capital
Illinois
$464K
LC
174
Landaas & Company
Wisconsin
$447K +$25.5K +239 +6%
GAM
175
Gotham Asset Management
New York
$421K

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.