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Invesco S&P 500 Revenue ETF

289 hedge funds and large institutions have $5.03B invested in Invesco S&P 500 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 73 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

68% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 73

20% more capital invested

Capital invested by funds: $4.19B → $5.03B (+$845M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

9% more funds holding

Funds holding: 264289 (+25)

0.1% less ownership

Funds ownership: 72.57%72.47% (-0.1%)

Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
3.79%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
38
Increased
123
Reduced
73
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Lockerman Financial Group
California
$290K +$7.04K +66 +3%
MGWM
202
Marks Group Wealth Management
Minnesota
$279K
BCI
203
Brinker Capital Investments
Pennsylvania
$271K -$23.8K -223 -8%
M&T Bank
204
M&T Bank
New York
$269K -$32K -300 -11%
PA
205
Pinnacle Associates
New York
$263K
GS
206
GWN Securities
Florida
$255K +$7.57K +71 +3%
JCM
207
Jacobi Capital Management
Pennsylvania
$254K -$4.91K -46 -2%
OIM
208
Oder Investment Management
California
$245K +$237K +2,218 New
CIA
209
Capital Investment Advisors
Georgia
$245K +$533 +5 +0.2%
BBHC
210
Brown Brothers Harriman & Co
New York
$241K
SI
211
Stephens Inc
Arkansas
$237K +$8.53K +80 +4%
OC
212
Oppenheimer & Co
New York
$236K +$1.81K +17 +0.8%
SA
213
Sovran Advisors
California
$233K -$2.77K -26 -1%
WE
214
Wealth Effects
Massachusetts
$224K +$216K +2,025 New
CWMK
215
Caliber Wealth Management (Kansas)
Kansas
$223K
HFS
216
Heritage Financial Services
Massachusetts
$221K -$56K -525 -21%
MFG
217
Marmo Financial Group
Tennessee
$207K +$199K +1,867 New
CA
218
Clearstead Advisors
Ohio
$206K -$10K -94 -5%
Citadel Advisors
219
Citadel Advisors
Florida
$206K -$187K -1,751 -48%
SG
220
StoneX Group
New York
$206K +$198K +1,861 New
AB
221
Atlas Brown
Kentucky
$205K +$198K +1,856 New
IA
222
IFG Advisory
Georgia
$205K +$198K +1,854 New
PFPT
223
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$197K +1,845 New
LTL
224
Lowery Thomas LLC
California
$204K +$197K +1,843 New
HNB
225
Huntington National Bank
Ohio
$200K

RWL Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2025, worth a combined $5.03B — up 20% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWL positions and 9 closed out — a net gain of 29 holders — while 123 added to existing stakes and 73 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $242M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.6M.

  • 289 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2025, up from 264 in Q2 2025.
  • Funds reported $5.03B of Invesco S&P 500 Revenue ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 38 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2025 and 9 closed out, a net change of +29 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $242M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.