We are live on ! Find out more
RWL icon

Invesco S&P 500 Revenue ETF
RWL

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: 242 → 253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$669M
2
Ameriprise
Ameriprise
Minnesota
+$99.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$86.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$29M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$21.7M
2
Stifel Financial
Stifel Financial
Missouri
-$19.9M
3
IPA
Investment Planning Advisors
Georgia
-$12M
4
Morgan Stanley
Morgan Stanley
New York
-$9.85M
5
KDA
Kraft Davis & Associates
Missouri
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
176
Atlantic Family Wealth
Florida
$285K – – –
SPC
177
Sigma Planning Corp
Michigan
$277K +$7.88K +78 +3%
PCM
178
Parsons Capital Management
Rhode Island
$274K – – –
M&T Bank
179
M&T Bank
New York
$271K -$13.3K -132 -5%
HP
180
Hilltop Partners
Indiana
$271K +$606 +6 +0.2%
AP
181
Aspect Partners
Virginia
$263K – – –
MGWM
182
Marks Group Wealth Management
Minnesota
$250K – – –
PTC
183
Private Trust Company
Ohio
$240K -$38K -376 -13%
PA
184
Pinnacle Associates
New York
$236K +$240K +2,380 New
AWA
185
Arkadios Wealth Advisors
Georgia
$236K +$240K +2,377 New
JCM
186
Jacobi Capital Management
Pennsylvania
$235K -$18.7K -185 -7%
VW
187
Veridan Wealth
Oregon
$230K -$303 -3 -0.1%
LFG
188
Lockerman Financial Group
California
$221K +$202 +2 +0.1%
PS
189
Principal Securities
Iowa
$220K – – –
SA
190
Sovran Advisors
California
$219K +$236K +2,337 New
BBHC
191
Brown Brothers Harriman & Co
New York
$216K – – –
OC
192
Oppenheimer & Co
New York
$210K – – –
MA
193
Mutual Advisors
Nebraska
$210K -$10.9K -108 -5%
FA
194
Flagstar Advisors
New York
$209K -$49.7K -492 -19%
WE
195
Wealth Effects
Massachusetts
$201K +$205K +2,025 New
CWMK
196
Caliber Wealth Management (Kansas)
Kansas
$200K +$204K +2,017 New
HNB
197
Huntington National Bank
Ohio
$189K – – –
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$168K +$171K +1,690 New
PK
199
Pflug Koory
Nebraska
$155K +$202 +2 +0.1%
AIP
200
Ameritas Investment Partners
Nebraska
$133K – – –
6 7
8
9 10

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.