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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
Invesco
1
Invesco
Georgia
$853M +$32.7M +330,726 +4%
LPL Financial
2
LPL Financial
California
$501M +$68.2M +688,858 +17%
Ameriprise
3
Ameriprise
Minnesota
$383M -$52.5M -530,013 -13%
Morgan Stanley
4
Morgan Stanley
New York
$313M +$19.5M +196,885 +7%
AF
5
Allworth Financial
California
$235M +$3.98M +40,231 +2%
Bank of America
6
Bank of America
North Carolina
$210M +$1.85M +18,686 +0.9%
FFW
7
Fusion Family Wealth
New York
$165M +$895K +9,042 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$130M +$41.2M +416,582 +50%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$91.9M +$18.2M +183,462 +26%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$91M +$1.99M +20,146 +2%
Wells Fargo
11
Wells Fargo
California
$71.6M +$7.71M +77,872 +13%
Raymond James Financial
12
Raymond James Financial
Florida
$70.8M -$675K -6,820 -1%
KA
13
Kozak & Associates
Colorado
$60.8M +$862K +8,711 +2%
UBS Group
14
UBS Group
Switzerland
$54.3M -$108K -1,095 -0.2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$52.6M +$14.4M +145,539 +40%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$45.4M +$6.51M +65,817 +18%
Cerity Partners
17
Cerity Partners
New York
$39.9M +$37.8M +382,195 New
KAS
18
Kestra Advisory Services
Texas
$32.5M +$10.6M +107,196 +53%
EH
19
Equitable Holdings
New York
$31.7M +$2.82M +28,460 +10%
KA
20
Klingman & Associates
New York
$29.7M +$41.3K +417 +0.1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$29.6M +$5.4M +54,544 +24%
GRP
22
Global Retirement Partners
California
$28M +$26.6M +268,398 New
SA
23
Stewardship Advisors
Pennsylvania
$22.7M +$178K +1,800 +0.8%
Mariner
24
Mariner
Kansas
$20.6M +$521K +5,260 +3%
AAS
25
Avantax Advisory Services
Texas
$19.2M +$2.11M +21,372 +13%

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.