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 |
| Snowden Capital Advisors LLC | 0.02% | Add +1.9% | 8,557 | $793K |
| Acorn Wealth Advisors, LLC | 0.39% | No change | 8,504 | $788K |
| Renaissance Technologies | 0.00% | Reduce -65.0% | 7,800 | $722K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.4% | 7,574 | $702K |
| Marshall Financial Group, LLC | 0.19% | Add +8.5% | 7,524 | $697K |
| D. E. Shaw & Co. | 0.00% | New | 7,471 | $692K |
| Obermeyer Wealth Partners | 0.04% | New | 7,362 | $682K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +24.4% | 7,213 | $668K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 7,012 | $649K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -25.8% | 6,879 | $637K |
| Cozad Asset Management Inc. | 0.06% | Reduce -7.5% | 6,750 | $625K |
| Flaharty Asset Management, LLC | 0.09% | Reduce -0.8% | 6,561 | $608K |
| First Heartland Consultants, Inc. | 0.06% | No change | 6,501 | $602K |
| Visionary Wealth Advisors | 0.03% | New | 5,666 | $525K |
| Bessemer Group Inc. | 0.00% | No change | 5,520 | $511K |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 5,488 | $508K |
| Accurate Wealth Management, LLC | 0.12% | No change | 5,245 | $496K |
| Main Street Group, LTD | 0.23% | Add +0.3% | 5,359 | $495K |
| Gsa Capital Partners LLP | 0.03% | Reduce -2.8% | 5,193 | $481K |
| E&G Advisors, LLC | 0.14% | Add +40.8% | 5,140 | $476K |
| Redwood Financial Network Corp | 0.40% | Add +18.2% | 5,126 | $475K |
| Raymond James Trust N.A. | 0.01% | Add +23.8% | 5,105 | $473K |
| United Advisor Group, LLC | 0.15% | Add +38.0% | 5,102 | $473K |
| Creative Planning | 0.00% | Reduce -33.5% | 5,035 | $466K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,959 | $459K |
| Money Concepts Capital Corp. | 0.04% | Reduce -34.6% | 4,936 | $457K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.1% | 4,816 | $446K |
| MTM Financial Group, LLC | 0.26% | Add +24.7% | 4,363 | $404K |
| Savant Capital, LLC | 0.00% | Add +4.6% | 4,357 | $404K |
| FMR LLC | 0.00% | Add +21.9% | 3,985 | $369K |
| Advisory Services Network, LLC | 0.01% | Add +2.8% | 3,888 | $360K |
| Fifth Third Securities, Inc. | 0.03% | Add +10.8% | 3,698 | $343K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,673 | $340K |
| M&T Bank Corp | 0.00% | New | 3,602 | $334K |
| Landaas & Co. /Wi | 0.10% | No change | 3,388 | $314K |
| Pacific Sun Financial Corp | 0.18% | No change | 3,219 | $298K |
| Edge Capital Group, LLC | 0.01% | No change | 3,111 | $288K |
| Diligent Investors, LLC | 0.07% | Reduce -0.7% | 3,071 | $284K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 2,996 | $278K |
| WealthTrust Asset Management, LLC | 0.20% | Add +10.4% | 2,927 | $271K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,907 | $269K |
| Montag A & Associates Inc. | 0.01% | Add +0.3% | 2,897 | $268K |
| Private Trust Co. NA | 0.03% | Add +2.9% | 2,867 | $266K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,839 | $263K |
| Hilltop Partners LLC | 0.10% | Reduce -0.6% | 2,787 | $258K |
| Kingsview Wealth Management, LLC | 0.01% | Add +8.2% | 2,767 | $256K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,760 | $256K |
| StoneX Group Inc. | 0.02% | Add +0.8% | 2,699 | $250K |
| Secure Asset Management, LLC | 0.05% | New | 2,662 | $247K |
| Veridan Wealth LLC | 0.10% | — | 2,306 | $241K |
| Wealth Alliance, LLC | 0.03% | No change | 2,500 | $232K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 2,282 | $217K |
| Flagstar Securities, Inc. | 0.06% | Add +4.3% | 2,308 | $214K |
| Commerce Bank | 0.00% | New | 2,258 | $209K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $202K |
| Fisher Asset Management | 0.00% | New | 2,173 | $201K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 1,504 | $139K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.1% | 1,392 | $129K |
| Principal Securities, Inc. | 0.00% | Reduce -79.3% | 1,272 | $118K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,250 | $116K |
| IFP Advisors, Inc | 0.00% | No change | 1,199 | $111K |
| Lanark Financial, Inc. | 0.01% | No change | 1,154 | $106K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 1,069 | $99K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,010 | $94K |
| Raleigh Capital Management Inc. | 0.04% | Add +0.5% | 897 | $83K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.8% | 837 | $78K |
| Glassman Wealth Services | 0.01% | No change | 745 | $69K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 697 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 678 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $60K |
| HM Payson & Co. | 0.00% | No change | 640 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 511 | $47K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 500 | $46K |
| Operose Advisors LLC | 0.02% | No change | 475 | $44K |
| Tyler-Stone Wealth Management | 0.02% | Add +34.6% | 432 | $40K |
| Rise Advisors, LLC | 0.02% | Add +0.6% | 357 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $31K |
| Archer Investment Corp | 0.01% | Add +0.4% | 256 | $24K |
| GAMMA Investing LLC | 0.00% | New | 231 | $21K |
| NFSG Corp | 0.01% | No change | 220 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $19K |
| Franklin Resources Inc. | 0.00% | No change | 162 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 157 | $15K |
| Pittenger & Anderson Inc. | 0.00% | New | 139 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 104 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 103 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 97 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -48.6% | 95 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 69 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 18 | $2K |
| Founders Capital Management | 0.00% | No change | 5 | $482 |
"% 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.