Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q1 2024 (March 31)186holders
1famous investor
$93.67avg. 13F price*
At the end of Q1 2024, 186 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings. The largest holders were LPL Financial LLC ($245.1M), Morgan Stanley ($224.3M) and Allworth Financial LP ($217.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Revenue ETF
- CUSIP
- 46138G698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $35.4M |
| Exits | 13 | $12.1M |
Ownership 186 holders
| LPL Financial LLC | 0.13% | Add +6.2% | 2,614,464 | $245.1M |
| Morgan Stanley | 0.02% | Add +2.8% | 2,392,795 | $224.3M |
| Allworth Financial LP | 1.54% | Reduce -1.9% | 2,325,189 | $217.9M |
| Ameriprise Financial Inc. | 0.05% | Add +17.8% | 1,893,141 | $177.4M |
| Bank of America Corp. | 0.01% | Add +3.8% | 1,522,736 | $142.7M |
| Fusion Family Wealth, LLC | 13.17% | Add +2.0% | 1,356,215 | $127.1M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +95.3% | 559,357 | $52.4M |
| Wells Fargo & Company | 0.01% | Add +19.8% | 555,707 | $52.1M |
| Osaic Holdings, Inc. | 0.11% | Add +7.4% | 532,222 | $49.9M |
| UBS Group AG | 0.02% | Reduce -0.4% | 526,000 | $49.3M |
| Kozak & Associates, Inc. | 9.71% | Add +13.7% | 388,458 | $36.1M |
| ERn Financial, LLC | 6.06% | Add +0.1% | 372,764 | $34.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.2% | 298,170 | $27.9M |
| Klingman & Associates, LLC | 1.66% | Add +5.0% | 246,225 | $23.1M |
| Stifel Financial Corp. | 0.02% | Add +49.7% | 225,172 | $21.1M |
| Mariner, LLC | 0.04% | Add +98.6% | 213,031 | $20.0M |
| Equitable Holdings, Inc. | 0.22% | Add +102.2% | 209,070 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.6% | 176,061 | $16.5M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +20.5% | 159,281 | $14.9M |
| Denver Wealth Management, Inc. | 6.60% | Add +35.3% | 137,856 | $12.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.8% | 135,461 | $12.7M |
| Avantax Advisory Services, Inc. | 0.11% | Add +10.3% | 132,538 | $12.4M |
| Aspire Capital Advisors LLC | 4.15% | Add +66.9% | 131,452 | $12.3M |
| Private Advisor Group, LLC | 0.08% | Add +5.3% | 125,539 | $11.8M |
| MML Investors Services, LLC | 0.05% | Add +36.3% | 122,037 | $11.4M |
| Cadent Capital Advisors, LLC | 4.46% | New | 119,002 | $11.2M |
| Cetera Investment Advisers | 0.03% | Add +1058.8% | 112,930 | $10.6M |
| Thoroughbred Financial Services, LLC | 0.97% | Reduce -7.2% | 107,179 | $10.0M |
| Absolute Capital Management, LLC | 6.32% | Reduce -4.0% | 105,656 | $9.9M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +15.3% | 103,319 | $9.7M |
| Kraft, Davis & Associates, LLC | 2.82% | New | 101,913 | $9.4M |
| EverSource Wealth Advisors, LLC | 0.71% | Add +39.7% | 100,237 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +25.0% | 94,222 | $8.8M |
| Harbour Investments, Inc. | 0.30% | Add +6.5% | 90,006 | $8.4M |
| Global Retirement Partners, LLC | 0.29% | Add +46.0% | 81,746 | $7.7M |
| Raymond James & Associates | 0.01% | Add +30.2% | 78,793 | $7.4M |
| Resonant Capital Advisors, LLC | 0.59% | No change | 74,227 | $7.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +33.8% | 68,153 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 65,142 | $6.1M |
| RVW Wealth, LLC | 0.62% | Reduce -5.2% | 64,442 | $6.0M |
| Wealth Management Partners, LLC | 3.04% | Reduce -5.4% | 63,962 | $6.0M |
| Moneco Advisors, LLC | 0.93% | Add +15.5% | 62,571 | $5.9M |
| Western Wealth Management, LLC | 0.44% | Add +1.6% | 60,995 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.5% | 60,162 | $5.6M |
| Ancora Advisors LLC | 0.13% | Add +0.0% | 59,488 | $5.6M |
| Private Advisory Group LLC | 0.62% | Add +3.9% | 46,293 | $4.3M |
| World Investment Advisors | 0.58% | New | 43,177 | $4.0M |
| Tompkins Financial Corp. | 0.45% | Reduce -5.7% | 42,898 | $4.0M |
| Perennial Investment Advisors, LLC | 0.56% | Add +32.3% | 39,403 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.8% | 38,241 | $3.6M |
| Merit Financial Group, LLC | 0.08% | Add +0.4% | 39,290 | $3.6M |
| Amplius Wealth Advisors, LLC | 0.40% | Reduce -1.0% | 37,642 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -16.9% | 36,312 | $3.4M |
| Kelman-Lazarov, Inc. | 0.63% | Reduce -0.1% | 34,501 | $3.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +42.2% | 33,176 | $3.1M |
| Brookstone Capital Management | 0.05% | Add +23.1% | 31,405 | $2.9M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -2.2% | 30,692 | $2.9M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.4% | 28,752 | $2.7M |
| AdvisorNet Financial, Inc | 0.26% | Add +3.9% | 28,591 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +71.3% | 27,153 | $2.5M |
| Consolidated Portfolio Review Corp | 0.66% | Add +0.9% | 26,921 | $2.5M |
| PFG Investments, LLC | 0.15% | New | 26,921 | $2.5M |
| Rodgers & Associates, LTD | 0.32% | Add +8.2% | 26,244 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 25,833 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 25,049 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +33.1% | 23,721 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +395.1% | 23,356 | $2.2M |
| Lincoln National Corp. | 0.03% | Add +3.3% | 22,835 | $2.1M |
| Renaissance Technologies | 0.00% | Add +77.0% | 22,300 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.8% | 22,232 | $2.1M |
| Solano Wealth Management, Inc. | 1.16% | Reduce -16.6% | 22,048 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +2172.8% | 19,637 | $1.8M |
| Financial Advocates Investment Management | 0.11% | Reduce -0.6% | 19,459 | $1.8M |
| Level Four Advisory Services, LLC | 0.10% | No change | 20,649 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +25.3% | 18,272 | $1.7M |
| AE Wealth Management LLC | 0.02% | Reduce -66.8% | 18,196 | $1.7M |
| Kovack Advisors, Inc. | 0.20% | Reduce -9.0% | 17,261 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.3% | 17,046 | $1.6M |
| Nwam LLC | 0.12% | Add +28.1% | 15,645 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -3.9% | 14,978 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.5% | 12,972 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -2.0% | 12,706 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.6% | 12,699 | $1.2M |
| Empirical Asset Management, LLC | 0.56% | New | 12,440 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +18.2% | 12,205 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.60% | Add +34.0% | 11,964 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 11,855 | $1.1M |
| Comerica Bank | 0.00% | Add +1.0% | 11,660 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +128.1% | 11,633 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.2% | 11,358 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 11,282 | $1.1M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $952K |
| Cora Capital Advisors LLC | 0.47% | No change | 9,389 | $880K |
| Aveo Capital Partners, LLC | 0.09% | New | 9,267 | $839K |
| Acorn Wealth Advisors, LLC | 0.42% | Add +4.4% | 8,504 | $797K |
| Snowden Capital Advisors LLC | 0.02% | Add +20.7% | 8,398 | $787K |
| Susquehanna International Group, LLP | 0.00% | Add +2.5% | 7,911 | $741K |
| US Bancorp \de | 0.00% | Add +1459.6% | 7,798 | $731K |
| Creative Planning | 0.00% | Add +32.0% | 7,566 | $709K |
| Money Concepts Capital Corp. | 0.07% | Reduce -8.7% | 7,553 | $708K |
"% of holder's portfolio" is RWL's weight in each manager's 13F, not the share of Invesco S&P 500 Revenue ETF the manager owns.