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 |
| Qube Research & Technologies Ltd | 0.00% | Add +43.6% | 10,873 | $1.1M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $996K |
| US Bancorp \de | 0.00% | Reduce -8.5% | 9,900 | $971K |
| Comerica Bank | 0.00% | Add +2.7% | 9,509 | $933K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.4% | 9,521 | $932K |
| Cora Capital Advisors LLC | 0.45% | No change | 9,389 | $921K |
| KMG Fiduciary Partners, LLC | 0.07% | New | 8,579 | $841K |
| E&G Advisors, LLC | 0.23% | Add +65.5% | 8,509 | $834K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.1% | 8,374 | $821K |
| Acorn Wealth Advisors, LLC | 0.33% | Reduce -9.0% | 7,737 | $759K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -22.3% | 7,689 | $747K |
| Marshall Financial Group, LLC | 0.18% | Add +0.1% | 7,530 | $738K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -39.3% | 7,485 | $734K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,362 | $722K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 6,754 | $662K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -5.9% | 6,600 | $647K |
| Flaharty Asset Management, LLC | 0.09% | Add +0.1% | 6,570 | $644K |
| Visionary Wealth Advisors | 0.04% | Add +9.8% | 6,220 | $610K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -13.4% | 5,959 | $584K |
| Creative Planning | 0.00% | Add +11.0% | 5,587 | $548K |
| Redwood Financial Network Corp | 0.43% | Add +8.3% | 5,551 | $544K |
| Bessemer Group Inc. | 0.00% | No change | 5,520 | $541K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 5,492 | $539K |
| MTM Financial Group, LLC | 0.32% | Add +22.6% | 5,350 | $525K |
| Accurate Wealth Management, LLC | 0.10% | No change | 5,245 | $520K |
| Gsa Capital Partners LLP | 0.04% | No change | 5,193 | $509K |
| United Advisor Group, LLC | 0.11% | Add +0.1% | 5,107 | $501K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,959 | $486K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.2% | 4,873 | $478K |
| FMR LLC | 0.00% | Add +19.2% | 4,749 | $466K |
| Retireful, LLC | 0.34% | New | 4,735 | $464K |
| Raymond James Trust N.A. | 0.01% | Reduce -10.0% | 4,593 | $450K |
| TCFG Wealth Management, LLC | 0.22% | — | 4,345 | $426K |
| Savant Capital, LLC | 0.00% | Reduce -3.2% | 4,216 | $413K |
| Money Concepts Capital Corp. | 0.03% | Reduce -16.3% | 4,134 | $405K |
| Fifth Third Securities, Inc. | 0.03% | Add +0.1% | 3,700 | $363K |
| Advisory Services Network, LLC | 0.01% | No change | 3,888 | $360K |
| M&T Bank Corp | 0.00% | Reduce -0.8% | 3,573 | $350K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,459 | $339K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,459 | $339K |
| Landaas & Co. /Wi | 0.09% | No change | 3,388 | $332K |
| Secure Asset Management, LLC | 0.05% | Add +23.7% | 3,293 | $323K |
| Pacific Sun Financial Corp | 0.17% | No change | 3,219 | $316K |
| Edge Capital Group, LLC | 0.01% | No change | 3,111 | $305K |
| Diligent Investors, LLC | 0.07% | Add +0.1% | 3,075 | $302K |
| Private Trust Co. NA | 0.03% | Add +7.2% | 3,072 | $301K |
| Main Street Group, LTD | 0.13% | Reduce -43.7% | 3,017 | $296K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -53.8% | 3,006 | $295K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,916 | $286K |
| Montag A & Associates Inc. | 0.01% | Add +0.4% | 2,908 | $285K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,760 | $271K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.9% | 2,742 | $269K |
| Hilltop Partners LLC | 0.09% | Reduce -2.0% | 2,730 | $268K |
| StoneX Group Inc. | 0.02% | Add +0.4% | 2,709 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -78.3% | 2,615 | $256K |
| Flagstar Securities, Inc. | 0.06% | Add +11.0% | 2,561 | $251K |
| Jacobi Capital Management LLC | 0.02% | Reduce -15.1% | 2,545 | $250K |
| Marks Group Wealth Management, Inc | 0.02% | New | 2,520 | $247K |
| Wealth Alliance, LLC | 0.03% | No change | 2,500 | $245K |
| Corient Private Wealth LP | 0.00% | New | 2,352 | $231K |
| Mutual Advisors, LLC | 0.01% | No change | 2,282 | $225K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $213K |
| Lowery Thomas, LLC | 0.14% | New | 2,115 | $207K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,047 | $201K |
| Principal Securities, Inc. | 0.00% | Add +45.0% | 1,845 | $181K |
| Pflug Koory, LLC | 0.01% | — | 1,553 | $152K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,392 | $137K |
| Cwm, LLC | 0.00% | Reduce -15.1% | 1,277 | $125K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,250 | $123K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 1,234 | $121K |
| Lanark Financial, Inc. | 0.01% | No change | 1,154 | $113K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +59.4% | 1,111 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 1,073 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,010 | $101K |
| Raleigh Capital Management Inc. | 0.03% | Add +0.3% | 900 | $88K |
| Glassman Wealth Services | 0.01% | No change | 745 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -11.3% | 742 | $73K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 678 | $66K |
| GoalVest Advisory LLC | 0.02% | New | 658 | $65K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $63K |
| HM Payson & Co. | 0.00% | No change | 640 | $63K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 500 | $49K |
| Operose Advisors LLC | 0.02% | No change | 475 | $47K |
| Tanglewood Legacy Advisors, LLC | 0.02% | Reduce -19.6% | 411 | $40K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 358 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $33K |
| Creekmur Asset Management LLC | 0.01% | New | 297 | $29K |
| Archer Investment Corp | 0.01% | Add +0.4% | 257 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $23K |
| NFSG Corp | 0.01% | No change | 220 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $20K |
| Assetmark, Inc. | 0.00% | New | 168 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 103 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 95 | $9K |
| Franklin Resources Inc. | 0.00% | Reduce -46.3% | 87 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 83 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 69 | $7K |
| Fifth Third Bancorp | 0.00% | New | 62 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 18 | $2K |
| Founders Capital Management | 0.00% | No change | 5 | $513 |
| Citigroup Inc. | 0.00% | New | 1 | $98 |
"% 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.