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Invesco S&P 500 Revenue ETF

264 hedge funds and large institutions have $4.19B invested in Invesco S&P 500 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

55% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 71

11% more capital invested

Capital invested by funds: $3.76B → $4.19B (+$432M)

4% more funds holding

Funds holding: 253264 (+11)

1.22% more ownership

Funds ownership: 71.35%72.57% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
29
Increased
110
Reduced
71
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
176
Diligent Investors
California
$322K +$198 +2 +0.1%
MFF
177
Michels Family Financial
Texas
$319K +$7.42K +75 +3%
SAM
178
Silvercrest Asset Management
New York
$318K
PS
179
Principal Securities
Iowa
$303K +$65.4K +661 +29%
AWA
180
Arkadios Wealth Advisors
Georgia
$302K +$51.7K +522 +22%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$301K +$198 +2 +0.1%
AFW
182
Atlantic Family Wealth
Florida
$300K
RA
183
RFG Advisory
Alabama
$290K +$275K +2,776 New
PCM
184
Parsons Capital Management
Rhode Island
$288K
M&T Bank
185
M&T Bank
New York
$285K
HP
186
Hilltop Partners
Indiana
$284K
BCI
187
Brinker Capital Investments
Pennsylvania
$279K -$162K -1,639 -38%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$278K +$96.5K +975 +58%
AP
189
Aspect Partners
Virginia
$277K
LFG
190
Lockerman Financial Group
California
$267K +$33K +333 +15%
HFS
191
Heritage Financial Services
Massachusetts
$263K +$249K +2,521 New
MGWM
192
Marks Group Wealth Management
Minnesota
$263K
TPBG
193
Turning Point Benefit Group
Maryland
$259K -$81.3K -822 -25%
GCP
194
GSA Capital Partners
United Kingdom
$253K -$268K -2,708 -53%
PTC
195
Private Trust Company
Ohio
$252K +$99 +1 +0%
PA
196
Pinnacle Associates
New York
$248K
HAM
197
Hickory Asset Management
Ohio
$245K +$232K +2,349 New
JCM
198
Jacobi Capital Management
Pennsylvania
$244K -$2.18K -22 -0.9%
GS
199
GWN Securities
Florida
$233K +$220K +2,225 New
CIA
200
Capital Investment Advisors
Georgia
$230K +$218K +2,207 New

RWL Hedge Fund Activity: Q2 2025 in Review

264 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2025, worth a combined $4.19B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 14 closed out — a net gain of 15 holders — while 110 added to existing stakes and 71 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.2M. The largest seller was Ameriprise, cutting an estimated $52.5M.

  • 264 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $4.19B of Invesco S&P 500 Revenue ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2025 and 14 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2025 was LPL Financial, an estimated $68.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2025.