Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q4 2024 (December 31)242holders +38
27new positions
8sold out
3famous investors
$98.32avg. 13F price*
At the end of Q4 2024, 242 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 38 from Q3 2024. 27 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($391.5M), Ameriprise Financial Inc. ($316.5M) and Morgan Stanley ($284.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $166.2M |
| Exits | 8 | $8.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,535,547 shares bought and 777,418 shares sold, net +2,758,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| LPL Financial LLC | 0.16% | Add +15.4% | 3,997,747 | $391.5M |
| Ameriprise Financial Inc. | 0.08% | Add +0.6% | 3,231,920 | $316.5M |
| Morgan Stanley | 0.02% | Add +2.0% | 2,905,657 | $284.5M |
| Allworth Financial LP | 1.24% | Reduce -8.0% | 2,205,003 | $225.5M |
| Bank of America Corp. | 0.02% | Add +5.0% | 1,956,141 | $191.5M |
| Fusion Family Wealth, LLC | 13.18% | Add +3.7% | 1,467,672 | $143.7M |
| Invesco Ltd. | 0.02% | New | 1,225,300 | $120.0M |
| Kozak & Associates, Inc. | 12.43% | Add +14.9% | 549,917 | $54.4M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 554,834 | $54.3M |
| Osaic Holdings, Inc. | 0.12% | Add +32.7% | 540,240 | $52.9M |
| Raymond James Financial Inc. | 0.02% | — | 538,236 | $52.7M |
| UBS Group AG | 0.01% | Reduce -3.5% | 517,836 | $50.7M |
| ERn Financial, LLC | 5.86% | Add +0.6% | 398,974 | $39.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +18.4% | 392,645 | $38.4M |
| Stifel Financial Corp. | 0.03% | Add +3.4% | 276,350 | $27.1M |
| Klingman & Associates, LLC | 1.66% | Add +1.7% | 267,384 | $26.2M |
| Equitable Holdings, Inc. | 0.23% | Add +5.0% | 250,596 | $24.5M |
| Cetera Investment Advisers | 0.05% | Add +14.1% | 238,227 | $23.3M |
| Independent Advisor Alliance | 0.29% | New | 221,285 | $21.7M |
| Jones Financial Companies LLLP | 0.02% | Add +115.7% | 218,190 | $21.4M |
| Stewardship Advisors, LLC | 5.27% | Add +1.6% | 194,039 | $19.0M |
| Mariner, LLC | 0.03% | Add +5.2% | 190,439 | $18.6M |
| Kraft, Davis & Associates, LLC | 5.31% | Add +1.2% | 181,432 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -21.5% | 175,942 | $17.2M |
| Merit Financial Group, LLC | 0.29% | Add +322.5% | 167,218 | $16.4M |
| Avantax Advisory Services, Inc. | 0.09% | Add +10.6% | 153,900 | $15.1M |
| Thoroughbred Financial Services, LLC | 0.90% | Add +4.3% | 150,573 | $14.7M |
| Aspire Capital Advisors LLC | 4.16% | Add +3.9% | 148,366 | $14.5M |
| Denver Wealth Management, Inc. | 6.45% | Add +2.3% | 146,281 | $14.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +78.3% | 145,228 | $14.2M |
| Private Advisor Group, LLC | 0.08% | Add +39.2% | 141,186 | $13.8M |
| Investment Planning Advisors, Inc. | 6.01% | Reduce -3.1% | 140,588 | $13.8M |
| Global Retirement Partners, LLC | 0.39% | Add +14.2% | 139,917 | $13.7M |
| EverSource Wealth Advisors, LLC | 0.76% | Add +2.0% | 138,124 | $13.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.4% | 136,081 | $13.3M |
| MML Investors Services, LLC | 0.04% | Add +1.6% | 127,379 | $12.5M |
| Cadent Capital Advisors, LLC | 4.28% | Add +0.6% | 125,329 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +263.8% | 120,343 | $11.8M |
| Fermata Advisors, LLC | 1.93% | Add +14.8% | 105,635 | $10.3M |
| RFG - Bristol Wealth Advisors, LLC | 3.20% | — | 99,698 | $9.8M |
| Harbour Investments, Inc. | 0.28% | Add +5.4% | 99,679 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.4% | 98,262 | $9.6M |
| Legacy Capital Wealth Partners, LLC | 2.14% | Reduce -18.3% | 93,525 | $8.7M |
| TFR Capital, LLC. | 4.23% | — | 87,026 | $8.5M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -54.2% | 80,136 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.1% | 77,872 | $7.6M |
| Moneco Advisors, LLC | 0.79% | Add +6.1% | 76,374 | $7.5M |
| Resonant Capital Advisors, LLC | 0.53% | No change | 74,020 | $7.2M |
| Mission Hills Financial Advisory, LLC | 5.11% | Add +13.8% | 67,209 | $6.6M |
| Western Wealth Management, LLC | 0.35% | Add +2.0% | 65,818 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.5% | 64,948 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +8.6% | 62,337 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +29.7% | 62,140 | $6.1M |
| Ameritas Advisory Services, LLC | 0.21% | Add +22.7% | 61,664 | $6.0M |
| Avestar Capital, LLC | 0.53% | New | 59,844 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -59.1% | 59,369 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +38.9% | 58,133 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.5% | 57,493 | $5.6M |
| Ancora Advisors LLC | 0.12% | Reduce -1.3% | 56,976 | $5.6M |
| Wealth Management Partners, LLC | 2.20% | Reduce -9.6% | 52,089 | $5.1M |
| RVW Wealth, LLC | 0.46% | Reduce -2.9% | 50,041 | $4.9M |
| Trivium Point Advisory, LLC | 0.58% | Add +14.6% | 46,844 | $4.6M |
| Geneos Wealth Management Inc. | 0.16% | Add +11.7% | 46,599 | $4.6M |
| Intrua Financial, LLC | 0.74% | New | 46,422 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +89.5% | 45,618 | $4.5M |
| Retirement Planning Group, LLC / NY | 4.85% | — | 45,002 | $4.4M |
| Nwam LLC | 0.27% | Add +67.0% | 44,402 | $4.3M |
| World Investment Advisors | 0.12% | Add +1.5% | 43,243 | $4.2M |
| Petix & Botte Co | 1.10% | New | 42,720 | $4.2M |
| Forge Financial Services LLC | 3.46% | — | 40,155 | $4.1M |
| Tompkins Financial Corp. | 0.38% | Reduce -2.2% | 41,488 | $4.1M |
| Perennial Investment Advisors, LLC | 0.47% | Add +0.7% | 41,031 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.0% | 36,618 | $3.6M |
| AdvisorNet Financial, Inc | 0.29% | Add +9.2% | 34,956 | $3.4M |
| Consolidated Portfolio Review Corp | 0.54% | Add +8.5% | 34,750 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.65% | — | 34,303 | $3.4M |
| Brookstone Capital Management | 0.05% | Reduce -6.3% | 34,122 | $3.3M |
| Kelman-Lazarov, Inc. | 0.59% | Add +1.2% | 33,659 | $3.3M |
| Amplius Wealth Advisors, LLC | 0.33% | Reduce -1.2% | 32,713 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.1% | 30,804 | $3.2M |
| Total Clarity Wealth Management, Inc. | 0.99% | New | 31,010 | $3.0M |
| Absolute Capital Management, LLC | 1.67% | Reduce -35.4% | 30,800 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +3.2% | 30,208 | $3.0M |
| Focus Partners Wealth | 0.01% | No change | 30,143 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | New | 29,677 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Reduce -2.7% | 28,777 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +23.9% | 28,694 | $2.8M |
| Essex Financial Services, Inc. | 0.20% | Add +28.2% | 28,332 | $2.8M |
| Financial Advocates Investment Management | 0.16% | Add +18.5% | 27,789 | $2.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +12.4% | 24,695 | $2.4M |
| Rodgers & Associates, LTD | 0.28% | Reduce -2.3% | 23,927 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +743.4% | 23,126 | $2.3M |
| &partners | 0.03% | Add +63.8% | 22,212 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Reduce -33.9% | 21,996 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +2.8% | 21,745 | $2.1M |
| Solano Wealth Investment Advisors LLC | 1.24% | — | 21,061 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 19,471 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.82% | Add +5.6% | 18,631 | $1.8M |
| Kovack Advisors, Inc. | 0.17% | Add +0.4% | 17,492 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.9% | 16,928 | $1.7M |
"% 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.