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Invesco S&P 500 Revenue ETF

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: 242253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$124K
NS
202
NBC Securities
Alabama
$124K +$127K +1,255 +125,500%
IA
203
IFP Advisors
Florida
$123K
William Blair & Company
204
William Blair & Company
Illinois
$111K
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$106K
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$100K
GWS
207
Glassman Wealth Services
Virginia
$74K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$64.1K
HPC
209
HM Payson & Co
Maine
$63.6K
HIA
210
Harbor Investment Advisory
Maryland
$57.3K -$11.4K -113 -16%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$57K +$58K +574 New
ETS
212
ESL Trust Services
New York
$53.9K
APW
213
Atlantic Private Wealth
North Carolina
$52.5K +$53.3K +528 New
MCM
214
MAI Capital Management
Ohio
$51.1K +$3.54K +35 +7%
US Bancorp
215
US Bancorp
Minnesota
$49.7K -$1.62K -16 -3%
PB
216
Pinnacle Bancorp
Nebraska
$48.5K -$19.2K -190 -28%
OA
217
Operose Advisors
Wisconsin
$47.2K
AssetMark Inc
218
AssetMark Inc
California
$42.4K +$26.2K +259 +154%
TLA
219
Tanglewood Legacy Advisors
Texas
$40.8K
MAS
220
MPWM Advisory Solutions
Georgia
$40.4K +$202 +2 +0.5%
CCM
221
Chilton Capital Management
Texas
$39.8K -$13.9K -138 -26%
AWM
222
Abound Wealth Management
Tennessee
$37.8K
CA
223
Crewe Advisors
Utah
$37.2K +$37.8K +374 New
RA
224
Rise Advisors
New York
$35.8K +$202 +2 +0.6%
CTWM
225
Cherry Tree Wealth Management
Minnesota
$33.8K

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.