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Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

241 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
102
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$120M
2
LPL Financial
LPL Financial
California
$391M
3
IAA
Independent Advisor Alliance
North Carolina
$21.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$52.9M
5
MFG
Merit Financial Group
Georgia
$16.4M

Top Sellers

1
AF
Allworth Financial
California
$225M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.36M
3
SWP
Stratos Wealth Partners
Ohio
$7.85M
4
AWS
Atria Wealth Solutions
New York
$5.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$250K +$392 +4 +0.2%
MGWM
177
Marks Group Wealth Management
Minnesota
$247K – – –
VW
178
Veridan Wealth
Oregon
$237K +$237K +2,317 New
MA
179
Mutual Advisors
Nebraska
$230K +$101 +1 +0%
Citadel Advisors
180
Citadel Advisors
Florida
$230K +$230K +2,347 New
GPW
181
Gentry Private Wealth
Kansas
$227K -$1.18M -12,080 -84%
PS
182
Principal Securities
Iowa
$220K +$39.1K +399 +22%
LFG
183
Lockerman Financial Group
California
$217K +$217K +2,221 New
BBHC
184
Brown Brothers Harriman & Co
New York
$213K – – –
LTL
185
Lowery Thomas LLC
California
$208K +$686 +7 +0.3%
OC
186
Oppenheimer & Co
New York
$207K +$207K +2,113 New
VA
187
Valmark Advisers
Ohio
$201K +$201K +2,056 New
SAM
188
Silvercrest Asset Management
New York
$200K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$175K +$50.1K +512 +40%
PK
190
Pflug Koory
Nebraska
$152K +$98 +1 +0.1%
AIP
191
Ameritas Investment Partners
Nebraska
$131K -$4.9K -50 -4%
HNB
192
Huntington National Bank
Ohio
$124K -$164K – –
LC
193
Lindbrook Capital
California
$122K – – –
IA
194
IFP Advisors
Florida
$121K – – –
William Blair & Company
195
William Blair & Company
Illinois
$109K +$109K +1,117 New
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$106K -$3.23K -33 -3%
ACA
197
Aptus Capital Advisors
Alabama
$105K +$98 +1 +0.1%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$98.9K – – –
AG
199
AmeriFlex Group
Nevada
$89.1K +$89.1K +867 New
RCM
200
Raleigh Capital Management
North Carolina
$88.4K +$294 +3 +0.3%
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8
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