Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q2 2024 (June 30)193holders +7
16new positions
12sold out
3famous investors
$92.71avg. 13F price*
At the end of Q2 2024, 193 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 7 from Q1 2024. 16 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($274.4M), Ameriprise Financial Inc. ($263.4M) and Morgan Stanley ($247.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $14.8M |
| Exits | 12 | $12.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,742,383 shares bought and 616,058 shares sold, net +2,126,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| LPL Financial LLC | 0.14% | Add +13.3% | 2,962,457 | $274.4M |
| Ameriprise Financial Inc. | 0.07% | Add +50.2% | 2,843,836 | $263.4M |
| Morgan Stanley | 0.02% | Add +11.5% | 2,668,481 | $247.2M |
| Allworth Financial LP | 1.44% | Add +1.4% | 2,356,489 | $222.9M |
| Bank of America Corp. | 0.02% | Add +12.0% | 1,705,127 | $157.9M |
| Fusion Family Wealth, LLC | 12.83% | Add +0.3% | 1,360,092 | $126.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 555,420 | $51.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -5.5% | 528,530 | $49.0M |
| UBS Group AG | 0.01% | Reduce -2.0% | 515,382 | $47.7M |
| Kozak & Associates, Inc. | 10.56% | Add +18.7% | 461,043 | $42.8M |
| ERn Financial, LLC | 5.92% | Add +3.3% | 385,179 | $35.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -35.7% | 342,089 | $31.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.6% | 302,880 | $28.1M |
| Klingman & Associates, LLC | 1.61% | Add +4.4% | 257,012 | $23.8M |
| Stifel Financial Corp. | 0.03% | Add +11.7% | 251,409 | $23.3M |
| Equitable Holdings, Inc. | 0.22% | Add +6.9% | 223,499 | $20.7M |
| Kraft, Davis & Associates, LLC | 5.11% | Add +74.0% | 177,349 | $16.8M |
| Mariner, LLC | 0.03% | Reduce -17.9% | 174,829 | $16.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +26.2% | 171,011 | $15.8M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +5.4% | 167,913 | $15.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.7% | 166,008 | $15.4M |
| Investment Planning Advisors, Inc. | 6.86% | — | 145,076 | $13.4M |
| Aspire Capital Advisors LLC | 4.24% | Add +6.5% | 139,953 | $13.0M |
| Denver Wealth Management, Inc. | 6.30% | Reduce -1.4% | 135,896 | $12.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +2.1% | 135,389 | $12.5M |
| EverSource Wealth Advisors, LLC | 0.83% | Add +29.8% | 130,120 | $12.5M |
| Cetera Investment Advisers | 0.03% | Add +14.4% | 129,245 | $12.0M |
| Thoroughbred Financial Services, LLC | 0.79% | Add +19.5% | 128,086 | $11.9M |
| MML Investors Services, LLC | 0.05% | Add +1.0% | 123,231 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +30.5% | 122,936 | $11.4M |
| Cadent Capital Advisors, LLC | 4.48% | Reduce -0.0% | 118,991 | $11.0M |
| Global Retirement Partners, LLC | 0.33% | Add +39.6% | 114,122 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -2.2% | 101,052 | $9.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -26.4% | 92,338 | $8.6M |
| Harbour Investments, Inc. | 0.29% | Add +2.5% | 92,283 | $8.5M |
| Legacy Capital Wealth Partners, LLC | 2.11% | New | 89,615 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1272.5% | 87,430 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +27.9% | 87,134 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +97.1% | 75,370 | $7.0M |
| Resonant Capital Advisors, LLC | 0.56% | No change | 74,227 | $6.9M |
| Moneco Advisors, LLC | 0.97% | Add +13.5% | 71,036 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 64,408 | $6.0M |
| Western Wealth Management, LLC | 0.43% | Add +2.9% | 62,736 | $5.8M |
| Wealth Management Partners, LLC | 2.82% | Reduce -2.0% | 62,662 | $5.8M |
| Raymond James & Associates | 0.00% | Reduce -24.6% | 59,439 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -3.6% | 57,995 | $5.4M |
| Ancora Advisors LLC | 0.13% | Reduce -2.6% | 57,946 | $5.4M |
| RVW Wealth, LLC | 0.50% | Reduce -16.1% | 54,059 | $5.0M |
| Absolute Capital Management, LLC | 2.75% | Reduce -53.6% | 48,976 | $4.5M |
| Ameritas Advisory Services, LLC | 0.16% | Add +565.3% | 45,853 | $4.2M |
| Brookstone Capital Management | 0.07% | Add +35.3% | 42,492 | $4.1M |
| World Investment Advisors | 0.25% | Add +0.3% | 43,327 | $4.0M |
| Tompkins Financial Corp. | 0.41% | Reduce -0.7% | 42,621 | $3.9M |
| Geneos Wealth Management Inc. | 0.17% | Add +42.2% | 40,886 | $3.8M |
| Perennial Investment Advisors, LLC | 0.53% | Add +0.5% | 39,592 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +399.7% | 39,530 | $3.7M |
| Merit Financial Group, LLC | 0.08% | Add +0.4% | 39,431 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +8.3% | 39,327 | $3.6M |
| Kelman-Lazarov, Inc. | 0.58% | Reduce -2.8% | 33,539 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.9% | 33,488 | $3.1M |
| Amplius Wealth Advisors, LLC | 0.34% | Reduce -12.0% | 33,117 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +19.0% | 32,317 | $3.0M |
| AdvisorNet Financial, Inc | 0.27% | Add +10.8% | 31,692 | $2.9M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -0.5% | 30,541 | $2.8M |
| Consolidated Portfolio Review Corp | 0.65% | Add +12.5% | 30,298 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +21.1% | 28,718 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +5.3% | 27,193 | $2.5M |
| Rodgers & Associates, LTD | 0.30% | Reduce -3.3% | 25,378 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.5% | 25,184 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +1779.4% | 23,492 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 22,094 | $2.0M |
| Solano Wealth Management, Inc. | 1.10% | Reduce -1.8% | 21,660 | $2.0M |
| AE Wealth Management LLC | 0.02% | Add +16.0% | 21,105 | $2.0M |
| Financial Advocates Investment Management | 0.12% | Add +8.0% | 21,021 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.4% | 19,440 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 19,655 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Add +12.4% | 19,154 | $1.8M |
| Simplicity Wealth,LLC | 0.04% | Add +345.6% | 18,892 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +44.5% | 18,356 | $1.7M |
| GTS Securities LLC | 0.03% | New | 17,978 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Add +629.4% | 17,636 | $1.6M |
| Gentry Private Wealth, LLC | 1.36% | — | 16,703 | $1.5M |
| Kovack Advisors, Inc. | 0.17% | Reduce -3.4% | 16,682 | $1.5M |
| Arbor Capital Management Inc. | 1.28% | New | 55,145 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.67% | Add +19.7% | 14,322 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -7.5% | 13,854 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 13,026 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +10.5% | 12,553 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 12,323 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.0% | 12,323 | $1.1M |
| Empirical Asset Management, LLC | 0.43% | Reduce -1.4% | 12,265 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -4.0% | 12,204 | $1.1M |
| Sigma Planning Corp | 0.04% | Add +3.4% | 12,028 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +1.1% | 11,405 | $1.1M |
| US Bancorp \de | 0.00% | Add +38.8% | 10,823 | $1.0M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $941K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -52.1% | 9,895 | $917K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -59.8% | 9,392 | $870K |
| Cora Capital Advisors LLC | 0.45% | No change | 9,389 | $870K |
| Comerica Bank | 0.00% | Reduce -20.6% | 9,255 | $857K |
"% 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.