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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
Invesco
1
Invesco
Georgia
$779M +$669M +6,620,373 +540%
Ameriprise
2
Ameriprise
Minnesota
$419M +$99.2M +982,262 +30%
LPL Financial
3
LPL Financial
California
$408M +$11.5M +114,112 +3%
Morgan Stanley
4
Morgan Stanley
New York
$279M -$9.85M -97,539 -3%
AF
5
Allworth Financial
California
$214M +$644K +6,378 +0.3%
Bank of America
6
Bank of America
North Carolina
$198M +$3.67M +36,311 +2%
FFW
7
Fusion Family Wealth
New York
$156M +$10.4M +102,901 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.6M +$86.1M +852,081 New
Osaic Holdings
9
Osaic Holdings
Arizona
$82.2M +$29M +287,488 +53%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$69.3M +$30.9M +305,383 +78%
Raymond James Financial
11
Raymond James Financial
Florida
$68.1M +$14.8M +146,987 +27%
Wells Fargo
12
Wells Fargo
California
$60.5M +$5.47M +54,190 +10%
KA
13
Kozak & Associates
Colorado
$54.4M +$2M +19,792 +4%
UBS Group
14
UBS Group
Switzerland
$51.8M +$377K +3,733 +0.7%
EFL
15
ERn Financial LLC
Wisconsin
$38.3M -$1.33M -13,125 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$36.7M +$13.2M +131,102 +55%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$35.4M +$14.3M +141,271 +65%
KA
18
Klingman & Associates
New York
$28.2M +$1.72M +16,985 +6%
EH
19
Equitable Holdings
New York
$27.4M +$2.54M +25,165 +10%
GWM
20
Geneos Wealth Management
Colorado
$26.3M +$22.1M +218,503 +469%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$5.43M +53,760 +31%
SA
22
Stewardship Advisors
Pennsylvania
$21.4M +$2.17M +21,511 +11%
KAS
23
Kestra Advisory Services
Texas
$20.3M +$5.95M +58,901 +41%
Mariner
24
Mariner
Kansas
$19.1M +$231K +2,289 +1%
MFG
25
Merit Financial Group
Georgia
$17.9M +$1.35M +13,322 +8%

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.