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 |
| Prospera Financial Services Inc | 0.04% | Add +8.2% | 15,620 | $1.5M |
| Simplicity Wealth,LLC | 0.30% | Reduce -20.8% | 14,653 | $1.4M |
| E&G Advisors, LLC | 0.36% | Add +60.0% | 13,618 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.5% | 12,918 | $1.3M |
| Empirical Asset Management, LLC | 0.39% | Reduce -1.6% | 11,965 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 11,916 | $1.2M |
| Rik Saylor Financial, Inc. | 1.08% | — | 11,873 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.7% | 11,767 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.4% | 11,554 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +37.1% | 10,543 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.8% | 10,165 | $995K |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $995K |
| KMG Fiduciary Partners, LLC | 0.08% | Add +10.3% | 9,458 | $926K |
| Cora Capital Advisors LLC | 0.44% | No change | 9,389 | $919K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.2% | 8,840 | $866K |
| D. E. Shaw & Co. | 0.00% | Reduce -30.1% | 8,535 | $836K |
| Baird Financial Group, Inc. | 0.00% | New | 8,454 | $828K |
| Snowden Capital Advisors LLC | 0.03% | Add +0.0% | 8,377 | $820K |
| Comerica Bank | 0.00% | Reduce -15.6% | 8,024 | $786K |
| MTM Financial Group, LLC | 0.45% | Add +44.4% | 7,725 | $756K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.2% | 7,723 | $756K |
| Marshall Financial Group, LLC | 0.18% | Add +0.0% | 7,533 | $738K |
| Obermeyer Wealth Partners | 0.04% | Add +2.0% | 7,510 | $735K |
| Acorn Wealth Advisors, LLC | 0.30% | Reduce -4.6% | 7,379 | $723K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -32.4% | 7,346 | $719K |
| Golden State Wealth Management, LLC | 0.10% | — | 7,141 | $699K |
| Harbour Investment Management LLC | 0.29% | New | 6,693 | $655K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 6,600 | $646K |
| Flaharty Asset Management, LLC | 0.09% | Add +0.1% | 6,579 | $644K |
| Visionary Wealth Advisors | 0.04% | Add +4.3% | 6,487 | $635K |
| Cozad Asset Management Inc. | 0.06% | Reduce -5.8% | 6,359 | $623K |
| GWN Securities Inc. | 0.17% | — | 6,094 | $621K |
| Nova Wealth Management, Inc. | 0.53% | — | 6,230 | $610K |
| FMR LLC | 0.00% | Add +30.4% | 6,191 | $606K |
| Redwood Financial Network Corp | 0.45% | Add +10.2% | 6,116 | $599K |
| Creative Planning | 0.00% | Add +9.0% | 6,092 | $597K |
| Turning Point Benefit Group, Inc. | 0.56% | — | 6,053 | $593K |
| Commons Capital, LLC | 0.53% | New | 6,019 | $589K |
| Money Concepts Capital Corp. | 0.04% | Add +42.9% | 5,907 | $578K |
| Fifth Third Securities, Inc. | 0.05% | Add +59.0% | 5,885 | $576K |
| Bessemer Group Inc. | 0.00% | No change | 5,520 | $541K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 5,514 | $540K |
| Renaissance Technologies | 0.00% | Reduce -55.5% | 5,289 | $518K |
| Accurate Wealth Management, LLC | 0.10% | No change | 5,245 | $515K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +5.8% | 5,155 | $505K |
| Gsa Capital Partners LLP | 0.04% | Reduce -1.2% | 5,130 | $502K |
| GTS Securities LLC | 0.02% | New | 4,965 | $486K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,959 | $486K |
| Advisory Services Network, LLC | 0.01% | Add +22.4% | 4,760 | $466K |
| Retireful, LLC | 0.26% | No change | 4,735 | $464K |
| Pennington Partners & Co., LLC | 0.23% | — | 4,668 | $457K |
| TCFG Wealth Management, LLC | 0.23% | Add +6.9% | 4,645 | $455K |
| Savant Capital, LLC | 0.00% | No change | 4,216 | $413K |
| Secure Asset Management, LLC | 0.06% | Add +24.3% | 4,094 | $401K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -31.4% | 4,087 | $400K |
| United Advisor Group, LLC | 0.07% | Reduce -31.1% | 3,516 | $344K |
| Landaas & Co. /Wi | 0.09% | No change | 3,388 | $332K |
| Corient Private Wealth LP | 0.00% | Add +41.2% | 3,320 | $325K |
| Pacific Sun Financial Corp | 0.17% | No change | 3,219 | $315K |
| Main Street Group, LTD | 0.13% | Add +3.8% | 3,131 | $307K |
| Edge Capital Group, LLC | 0.01% | Reduce -93.3% | 209 | $305K |
| Diligent Investors, LLC | 0.07% | Add +0.1% | 3,078 | $301K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +5.6% | 3,078 | $301K |
| Michels Family Financial, LLC | 0.27% | — | 2,975 | $291K |
| Zimmermann Investment Management & Planning LLC | 12.61% | — | 2,919 | $286K |
| Montag A & Associates Inc. | 0.01% | Add +0.4% | 2,919 | $286K |
| Atlantic Family Wealth, LLC | 0.33% | — | 2,872 | $281K |
| M&T Bank Corp | 0.00% | Reduce -19.9% | 2,863 | $280K |
| Private Trust Co. NA | 0.03% | Reduce -9.0% | 2,795 | $274K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,760 | $270K |
| Hilltop Partners LLC | 0.09% | Reduce -0.4% | 2,718 | $266K |
| Sigma Planning Corp | 0.01% | Add +3.7% | 2,712 | $266K |
| Aspect Partners, LLC | 0.15% | New | 2,652 | $260K |
| Flagstar Securities, Inc. | 0.06% | Add +1.3% | 2,594 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -25.8% | 2,567 | $251K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -25.8% | 2,567 | $251K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 2,549 | $250K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 2,520 | $247K |
| Veridan Wealth LLC | 0.11% | — | 2,317 | $237K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 2,283 | $230K |
| Citadel Advisors | 0.00% | New | 2,347 | $230K |
| Gentry Private Wealth, LLC | 0.94% | Reduce -83.9% | 2,316 | $227K |
| Principal Securities, Inc. | 0.00% | Add +21.6% | 2,244 | $220K |
| Lockerman Financial Group, Inc. | 0.37% | New | 2,221 | $217K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $213K |
| Lowery Thomas, LLC | 0.14% | Add +0.3% | 2,122 | $208K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,113 | $207K |
| Valmark Advisers, Inc. | 0.00% | New | 2,056 | $201K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,047 | $200K |
| Cwm, LLC | 0.00% | Add +40.1% | 1,789 | $175K |
| Pflug Koory, LLC | 0.01% | Add +0.1% | 1,554 | $152K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.6% | 1,342 | $131K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,250 | $122K |
| IFP Advisors, Inc | 0.00% | No change | 1,234 | $121K |
| Blair William & Co. | 0.00% | New | 1,117 | $109K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -3.0% | 1,078 | $106K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,074 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,010 | $99K |
| Ameriflex Group, Inc. | 0.04% | — | 867 | $89K |
| Raleigh Capital Management Inc. | 0.03% | Add +0.3% | 903 | $88K |
| Glassman Wealth Services | 0.01% | No change | 745 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -7.0% | 690 | $68K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 678 | $66K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $63K |
| HM Payson & Co. | 0.00% | No change | 640 | $63K |
| ESL Trust Services, LLC | 0.01% | New | 543 | $53K |
| Chilton Capital Management LLC | 0.00% | New | 539 | $53K |
| US Bancorp \de | 0.00% | Reduce -94.8% | 516 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 500 | $49K |
| MAI Capital Management | 0.00% | New | 480 | $47K |
| Operose Advisors LLC | 0.02% | No change | 475 | $47K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 411 | $40K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 405 | $40K |
| Abound Wealth Management | 0.01% | New | 380 | $37K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 359 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $33K |
| GoalVest Advisory LLC | 0.01% | Reduce -53.0% | 309 | $30K |
| Stonebridge Financial Group, LLC | 0.00% | — | 304 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 297 | $29K |
| Archer Investment Corp | 0.01% | Add +0.4% | 258 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 230 | $23K |
| NFSG Corp | 0.01% | No change | 220 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $20K |
| BlackRock, Inc. | 0.00% | New | 180 | $18K |
| Assetmark, Inc. | 0.00% | No change | 168 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +50.0% | 150 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | — | 119 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $10K |
| TD Capital Management LLC | 0.00% | New | 101 | $10K |
| Franklin Resources Inc. | 0.00% | No change | 87 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 83 | $8K |
| Lee Danner & Bass Inc. | 0.00% | New | 70 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 69 | $7K |
| Collier Financial | 0.01% | — | 61 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 18 | $2K |
| High Note Wealth, LLC | 0.00% | New | 14 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $895 |
| Founders Capital Management | 0.00% | No change | 5 | $514 |
| Citigroup Inc. | 0.00% | Add +400.0% | 5 | $490 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $112 |
"% 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.