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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 %
GWS
201
Glassman Wealth Services
Virginia
$73K – – –
HIA
202
Harbor Investment Advisory
Maryland
$67.6K -$5.09K -52 -7%
PB
203
Pinnacle Bancorp
Nebraska
$66.4K – – –
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$63.2K – – –
HPC
205
HM Payson & Co
Maine
$62.7K – – –
ETS
206
ESL Trust Services
New York
$53.2K +$53.2K +543 New
CCM
207
Chilton Capital Management
Texas
$52.8K +$52.8K +539 New
US Bancorp
208
US Bancorp
Minnesota
$50.5K -$919K -9,384 -95%
LWA
209
Lowe Wealth Advisors
Maryland
$49K – – –
MCM
210
MAI Capital Management
Ohio
$47K +$47K +480 New
OA
211
Operose Advisors
Wisconsin
$46.5K – – –
TLA
212
Tanglewood Legacy Advisors
Texas
$40.2K – – –
MAS
213
MPWM Advisory Solutions
Georgia
$39.7K +$39.7K +405 New
AWM
214
Abound Wealth Management
Tennessee
$37.2K +$37.2K +380 New
RA
215
Rise Advisors
New York
$35.2K +$98 +1 +0.3%
CTWM
216
Cherry Tree Wealth Management
Minnesota
$33.3K – – –
GA
217
GoalVest Advisory
New York
$30.3K -$34.2K -349 -53%
SFG
218
Stonebridge Financial Group
Pennsylvania
$29.8K +$29.8K +304 New
CAM
219
Creekmur Asset Management
Illinois
$29.1K – – –
AIC
220
Archer Investment Corporation
Indiana
$25.2K +$98 +1 +0.4%
GI
221
GAMMA Investing
California
$22.6K – – –
SWA
222
SOA Wealth Advisors
New York
$22.5K +$22.5K +230 New
NFSG
223
Newbridge Financial Services Group
Florida
$21.5K – – –
BWL
224
Bogart Wealth LLC
Virginia
$19.6K – – –
BlackRock
225
BlackRock
New York
$17.6K +$17.6K +180 New
6 7 8
9
10