Who Owns Invesco S&P 500 Revenue ETF (RWL)?Hedge Fund & Institutional Holders

$115.97-0.22 (-0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.006001672000429e+253T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$89.02$97.03$105.04$113.06$121.07Sep 24Jun 25Mar 26

RWL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VANTAGEPOINT INVESTMENT ADVISERS LLCNew Position+2.3M+$260.0M
Fusion Family Wealth, LLCNew Position+1.6M+$186.4M
Bank of New York Mellon CorpNew Position+985K+$112.0M
JONES FINANCIAL COMPANIES LLLPNew Position+790K+$90.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+759K+$86.0M
Scarborough Advisors, LLCNew Position+479K+$54.0M
Cerity Partners LLCNew Position+384K+$43.0M
Stewardship Advisors, LLCNew Position+313K+$35.8M
Klingman & Associates, LLCNew Position+302K+$34.6M
Global Retirement Partners, LLCNew Position+296K+$33.0M
Sanctuary Advisors, LLCNew Position+266K+$29.2M
Atlas Legacy Advisors, LLCNew Position+183K+$20.9M
Merit Financial Group, LLCNew Position+175K+$20.1M
Investment Planning Advisors, Inc.New Position+166K+$19.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+158K+$18.0M

RWL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Invesco Ltd.Decreased-175K-$1.0T
Allworth Financial LPDecreased-1.0M-$252.7B
BANK OF AMERICA CORP /DE/Decreased-4K-$242.5B
OSAIC HOLDINGS, INC.Decreased-15K-$132.2B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-494K-$54.7B
ROYAL BANK OF CANADADecreased-40K-$19.7B
Brookstone Capital ManagementDecreased-18K-$14.6B
HARBOUR INVESTMENTS, INC.Decreased-6K-$13.0B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-6K-$8.6B
STIFEL FINANCIAL CORPDecreased-8K-$7.8B
Legacy Capital Wealth Partners, LLCDecreased-3K-$7.7B
Consolidated Portfolio Review CorpClosed Position-60K-$6.6B
World Investment AdvisorsDecreased-6K-$4.8B
TOMPKINS FINANCIAL CORPDecreased-74-$4.4B
Empowered Funds, LLCClosed Position-39K-$4.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.8,786,037$1.0B0.15%Share
2LPL Financial LLC5,870,899$672.0M0.18%Share
3AMERIPRISE FINANCIAL INC3,752,096$429.0M0.10%Share
4MORGAN STANLEY3,153,995$361.0M0.02%Share
5VANTAGEPOINT INVESTMENT ADVISERS LLC2,271,112$260.0M2.09%Share
6Fusion Family Wealth, LLC1,628,324$186.4M14.13%Share
7AXXCESS WEALTH MANAGEMENT, LLC1,338,780$153.3M0.59%Share
8Allworth Financial LP1,260,433$144.3M0.59%Share
9BANK OF AMERICA CORP /DE/1,221,504$139.0M0.01%Share
10OSAIC HOLDINGS, INC.1,176,224$134.0M0.20%Share
11BANK OF AMERICA CORP /DE/937,574$107.0M0.01%Share
12Bank of New York Mellon Corp901,898$103.0M0.02%Share
13Cetera Investment Advisers869,157$99.0M0.11%Share
14RAYMOND JAMES FINANCIAL INC804,254$92.0M0.03%Share
15JONES FINANCIAL COMPANIES LLLP790,186$90.0M0.05%Share
16COMMONWEALTH EQUITY SERVICES, LLC759,448$86.0M0.11%Share
17Kozak & Associates, Inc.575,024$67.9M13.12%Share
18UBS Group AG518,384$59.4M0.01%Share
19Kestra Advisory Services, LLC428,682$49.0M0.20%Share
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,441,023$48.4M0.03%Share
21WELLS FARGO & COMPANY/MN407,831$46.0M0.01%Share
22Cerity Partners LLC383,757$43.0M0.06%Share
23WELLS FARGO & COMPANY/MN366,858$42.0M0.01%Share
24Equitable Holdings, Inc.352,645$40.0M0.27%Share
25Stewardship Advisors, LLC312,547$35.8M8.27%Share
26Klingman & Associates, LLC302,357$34.6M1.67%Share
27Global Retirement Partners, LLC295,565$33.0M0.59%Share
28Tanglewood Legacy Advisors, LLC273,240$31.3M11.75%Share
29Private Advisor Group, LLC254,783$29.0M0.14%Share
30Scarborough Advisors, LLC241,449$27.6M4.67%Share
31Asset Allocation Strategies LLC235,917$27.0M5.00%Share
32Scarborough Advisors, LLC237,928$26.3M4.64%Share
33Invesco Ltd.214,451$24.6M0.00%Share
34THOROUGHBRED FINANCIAL SERVICES, LLC205,753$23.0M1.36%Share
35Mariner, LLC193,203$22.0M0.03%Share
36MML INVESTORS SERVICES, LLC191,618$21.0M0.05%Share
37Atlas Legacy Advisors, LLC182,893$20.9M3.67%Share
38Merit Financial Group, LLC175,248$20.1M0.16%Share
39Sanctuary Advisors, LLC174,688$20.0M0.11%Share
40GOLDMAN SACHS GROUP INC172,427$19.0M0.00%Share
41Investment Planning Advisors, Inc.165,859$19.0M5.53%Share
42DENVER WEALTH MANAGEMENT, INC.159,604$18.3M6.48%Share
43ENVESTNET ASSET MANAGEMENT INC157,762$18.0M0.01%Share
44EverSource Wealth Advisors, LLC156,019$17.9M0.66%Share
45Blue Water Asset Management142,675$16.3M5.88%Share
46Stratos Wealth Partners, LTD.138,880$15.9M0.18%Share
47ROYAL BANK OF CANADA137,985$15.0M0.00%Share
48JPMORGAN CHASE & CO132,953$15.0M0.00%Share
49Cadent Capital Advisors, LLC128,726$14.7M3.78%Share
50Cambridge Investment Research Advisors, Inc.130,664$14.0M0.04%Share

RWL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025297$5.6B+124
Q3 2025173$3.9T-71
Q2 2025244$3.5T-7
Q1 2025251$3.7T+52
Q4 2024199$265.8T+48
Q3 2024151$1576.9T+3
Q2 2024148$1246.7T+13
Q1 2024135$1047.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold RWL (Invesco S&P 500 Revenue ETF). The largest holder is Invesco Ltd. with $1.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own RWL?

As of Q4 2025, 50 institutional investors report holding RWL (Invesco S&P 500 Revenue ETF) in their 13F filings.

Who is the largest institutional holder of RWL?

The largest institutional holder of RWL is Invesco Ltd. with $1.0B in shares.

Is institutional ownership of RWL increasing or decreasing?

This quarter, 15 institutions opened new positions in RWL and 3 closed their positions.