Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q3 2024 (September 30)204holders +11
21new positions
10sold out
2famous investors
$98.07avg. 13F price*
At the end of Q3 2024, 204 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 11 from Q2 2024. 21 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($339.8M), Ameriprise Financial Inc. ($315.0M) and Morgan Stanley ($279.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $45.7M |
| Exits | 10 | $7.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,545,096 shares bought and 270,239 shares sold, net +2,274,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| LPL Financial LLC | 0.15% | Add +17.0% | 3,464,953 | $339.8M |
| Ameriprise Financial Inc. | 0.08% | Add +12.9% | 3,211,369 | $315.0M |
| Morgan Stanley | 0.02% | Add +6.7% | 2,847,649 | $279.3M |
| Allworth Financial LP | 1.43% | Add +1.7% | 2,396,779 | $235.1M |
| Bank of America Corp. | 0.02% | Add +9.3% | 1,863,920 | $182.8M |
| Fusion Family Wealth, LLC | 12.78% | Add +4.1% | 1,415,712 | $138.8M |
| UBS Group AG | 0.01% | Add +4.1% | 536,603 | $52.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.7% | 523,563 | $51.3M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -6.2% | 495,981 | $48.6M |
| Kozak & Associates, Inc. | 11.32% | Add +3.8% | 478,567 | $47.9M |
| Osaic Holdings, Inc. | 0.09% | Add +19.0% | 407,219 | $39.9M |
| ERn Financial, LLC | 5.92% | Add +3.0% | 396,549 | $38.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.5% | 331,766 | $32.5M |
| Stifel Financial Corp. | 0.03% | Add +6.3% | 267,345 | $26.2M |
| Klingman & Associates, LLC | 1.60% | Add +2.3% | 262,803 | $25.8M |
| Equitable Holdings, Inc. | 0.23% | Add +6.8% | 238,600 | $23.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +31.1% | 224,134 | $22.0M |
| Cetera Investment Advisers | 0.04% | Add +61.5% | 208,724 | $20.5M |
| Stewardship Advisors, LLC | 5.29% | New | 190,988 | $18.7M |
| Mariner, LLC | 0.03% | Add +3.5% | 181,016 | $17.8M |
| Kraft, Davis & Associates, LLC | 5.20% | Add +1.1% | 179,312 | $17.4M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +4.1% | 174,826 | $17.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 164,507 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +30.8% | 160,853 | $15.8M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +43.7% | 145,242 | $14.2M |
| Thoroughbred Financial Services, LLC | 0.91% | Add +12.7% | 144,296 | $14.2M |
| Denver Wealth Management, Inc. | 6.49% | Add +5.3% | 143,040 | $14.0M |
| Aspire Capital Advisors LLC | 4.18% | Add +2.1% | 142,857 | $14.0M |
| Avantax Advisory Services, Inc. | 0.09% | Add +2.8% | 139,140 | $13.6M |
| Investment Planning Advisors, Inc. | 6.86% | No change | 145,076 | $13.4M |
| EverSource Wealth Advisors, LLC | 0.84% | Add +4.0% | 135,355 | $13.3M |
| MML Investors Services, LLC | 0.04% | Add +1.7% | 125,358 | $12.3M |
| Cadent Capital Advisors, LLC | 4.15% | Add +4.7% | 124,632 | $12.2M |
| Global Retirement Partners, LLC | 0.36% | Add +7.4% | 122,563 | $12.0M |
| Legacy Capital Wealth Partners, LLC | 2.15% | Add +27.7% | 114,415 | $10.8M |
| Private Advisor Group, LLC | 0.06% | Add +9.8% | 101,412 | $9.9M |
| Jones Financial Companies LLLP | 0.01% | Add +330.6% | 101,163 | $9.9M |
| Harbour Investments, Inc. | 0.28% | Add +2.5% | 94,545 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.6% | 94,106 | $9.2M |
| Fermata Advisors, LLC | 1.83% | New | 92,025 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +31.6% | 84,729 | $8.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -6.5% | 81,449 | $8.0M |
| Resonant Capital Advisors, LLC | 0.53% | Reduce -0.3% | 74,020 | $7.3M |
| Moneco Advisors, LLC | 0.88% | Add +1.3% | 71,989 | $7.1M |
| Western Wealth Management, LLC | 0.36% | Add +2.8% | 64,512 | $6.3M |
| Raymond James & Associates | 0.00% | Add +3.6% | 61,569 | $6.0M |
| Mission Hills Financial Advisory, LLC | 5.09% | — | 59,039 | $6.0M |
| Ancora Advisors LLC | 0.13% | Reduce -0.4% | 57,704 | $5.7M |
| Wealth Management Partners, LLC | 2.62% | Reduce -8.1% | 57,612 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -1.0% | 57,408 | $5.6M |
| RVW Wealth, LLC | 0.47% | Reduce -4.6% | 51,554 | $5.1M |
| Ameritas Advisory Services, LLC | 0.21% | Add +9.6% | 50,250 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -34.0% | 49,775 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +1204.8% | 47,926 | $4.7M |
| Absolute Capital Management, LLC | 2.78% | Reduce -2.7% | 47,670 | $4.7M |
| Trivium Point Advisory, LLC | 0.58% | New | 40,884 | $4.2M |
| World Investment Advisors | 0.13% | Reduce -1.7% | 42,608 | $4.2M |
| Tompkins Financial Corp. | 0.40% | Reduce -0.5% | 42,409 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +6.5% | 41,868 | $4.1M |
| Geneos Wealth Management Inc. | 0.16% | Add +2.0% | 41,723 | $4.1M |
| Perennial Investment Advisors, LLC | 0.52% | Add +3.0% | 40,766 | $4.0M |
| Jane Street Group, LLC | 0.01% | New | 39,809 | $3.9M |
| Merit Financial Group, LLC | 0.09% | Add +0.4% | 39,576 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +19.2% | 38,535 | $3.8M |
| Brookstone Capital Management | 0.05% | Reduce -14.3% | 36,409 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.1% | 34,539 | $3.4M |
| Kelman-Lazarov, Inc. | 0.56% | Reduce -0.9% | 33,247 | $3.3M |
| IHT Wealth Management, LLC | 0.09% | Add +73.6% | 33,254 | $3.3M |
| Amplius Wealth Advisors, LLC | 0.35% | Add +0.0% | 33,121 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.4% | 33,081 | $3.2M |
| Consolidated Portfolio Review Corp | 0.70% | Add +5.7% | 32,022 | $3.1M |
| AdvisorNet Financial, Inc | 0.23% | Add +1.0% | 32,008 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +53.6% | 30,183 | $3.1M |
| Focus Partners Wealth | 0.01% | New | 30,143 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +3.0% | 29,586 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +7.7% | 29,281 | $2.9M |
| Nwam LLC | 0.16% | New | 26,592 | $2.6M |
| Rodgers & Associates, LTD | 0.29% | Reduce -3.5% | 24,488 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +748.1% | 24,077 | $2.4M |
| Financial Advocates Investment Management | 0.13% | Add +11.5% | 23,445 | $2.3M |
| AE Wealth Management LLC | 0.02% | Add +9.7% | 23,150 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Add +25.3% | 22,100 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 21,965 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +85.4% | 21,149 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 19,509 | $1.9M |
| Simplicity Wealth,LLC | 0.17% | Reduce -2.1% | 18,502 | $1.8M |
| Key Client Fiduciary Advisors, LLC | 0.79% | Add +23.2% | 17,646 | $1.7M |
| Kovack Advisors, Inc. | 0.18% | Add +4.5% | 17,429 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.0% | 17,247 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +4.2% | 14,438 | $1.4M |
| Gentry Private Wealth, LLC | 1.15% | Reduce -13.8% | 14,396 | $1.4M |
| &partners | 0.03% | New | 13,564 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.5% | 13,247 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +63.5% | 12,214 | $1.2M |
| Empirical Asset Management, LLC | 0.42% | Reduce -0.8% | 12,165 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.9% | 12,098 | $1.2M |
| Renaissance Technologies | 0.00% | Add +52.6% | 11,900 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.7% | 11,896 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -6.7% | 11,714 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +51.1% | 10,901 | $1.1M |
"% 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.