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Invesco S&P 500 Revenue ETF

323 hedge funds and large institutions have $6.15B invested in Invesco S&P 500 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 64

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

13% more capital invested

Capital invested by funds: $5.46B → $6.15B (+$685M)

7% more funds holding

Funds holding: 302323 (+21)

0.78% more ownership

Funds ownership: 75.1%75.89% (+0.78%)

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
3.95%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
45
Increased
161
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.2B +$175M +1,482,726 +16%
LPL Financial
2
LPL Financial
California
$758M +$85.8M +727,207 +12%
Ameriprise
3
Ameriprise
Minnesota
$454M +$21.4M +181,051 +5%
Morgan Stanley
4
Morgan Stanley
New York
$378M +$15.8M +134,056 +4%
Bank of America
5
Bank of America
North Carolina
$252M +$655K +5,552 +0.3%
VIA
6
Vantagepoint Investment Advisers
District of Columbia
$248M -$13M -110,450 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$194M +$83.2M +705,554 +72%
FFW
8
Fusion Family Wealth
New York
$193M +$5.75M +48,750 +3%
AF
9
Allworth Financial
California
$144M -$1.46M -12,410 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$138M +$123K +1,042 +0.1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$125M +$26.2M +221,983 +26%
Raymond James Financial
12
Raymond James Financial
Florida
$116M +$13.6M +114,971 +13%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$112M +$23.4M +198,358 +25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$92.7M +$5.55M +47,034 +6%
Wells Fargo
15
Wells Fargo
California
$90.3M +$1.3M +11,058 +1%
CAL
16
Capital Analysts LLC
Pennsylvania
$80M +$81.9M +694,459 +46,577%
KA
17
Kozak & Associates
Colorado
$70M +$1.37M +11,573 +2%
EH
18
Equitable Holdings
New York
$61M +$21.2M +179,821 +51%
UBS Group
19
UBS Group
Switzerland
$60.6M -$1.65M -14,008 -3%
KAS
20
Kestra Advisory Services
Texas
$53.8M +$4.69M +39,736 +9%
Cerity Partners
21
Cerity Partners
New York
$44.3M +$222K +1,881 +0.5%
KA
22
Klingman & Associates
New York
$37.8M +$3.15M +26,672 +9%
SA
23
Stewardship Advisors
Pennsylvania
$36.6M +$744K +6,305 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$34.2M +$16.5M +139,778 +89%
PAG
25
Private Advisor Group
New Jersey
$33.7M +$4.58M +38,793 +15%

RWL Hedge Fund Activity: Q1 2026 in Review

323 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2026, worth a combined $6.15B — up 13% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new RWL positions and 20 closed out — a net gain of 25 holders — while 161 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $175M. The largest seller was Vantagepoint Investment Advisers, cutting an estimated $13M.

  • 323 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2026, up from 302 in Q4 2025.
  • Funds reported $6.15B of Invesco S&P 500 Revenue ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2026 and 20 closed out, a net change of +25 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2026 was Invesco, an estimated $175M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2026 was Vantagepoint Investment Advisers, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2026.