Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q1 2025 (March 31)253holders +11
30new positions
17sold out
2famous investors
$99.10avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 11 from Q4 2024. 30 opened new positions and 17 sold out. The largest holders were Invesco Ltd. ($779.4M), Ameriprise Financial Inc. ($418.8M) and LPL Financial LLC ($408.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $124.9M |
| Exits | 17 | $28.1M |
All 13F filers, Q4 2024 → Q1 2025: 10,837,496 shares bought and 1,059,629 shares sold, net +9,777,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Invesco Ltd. | 0.15% | Add +540.3% | 7,845,673 | $779.4M |
| Ameriprise Financial Inc. | 0.11% | Add +30.4% | 4,214,182 | $418.8M |
| LPL Financial LLC | 0.16% | Add +2.9% | 4,111,859 | $408.5M |
| Morgan Stanley | 0.02% | Reduce -3.4% | 2,808,118 | $279.0M |
| Allworth Financial LP | 1.20% | Add +0.3% | 2,211,381 | $213.6M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,992,452 | $197.9M |
| Fusion Family Wealth, LLC | 14.35% | Add +7.0% | 1,570,573 | $156.0M |
| Bank of New York Mellon Corp | 0.02% | New | 852,081 | $84.6M |
| Osaic Holdings, Inc. | 0.18% | Add +53.2% | 827,728 | $82.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +77.8% | 698,028 | $69.3M |
| Raymond James Financial Inc. | 0.03% | Add +27.3% | 685,223 | $68.1M |
| Wells Fargo & Company | 0.01% | Add +9.8% | 609,024 | $60.5M |
| Kozak & Associates, Inc. | 13.57% | Add +3.6% | 569,709 | $54.4M |
| UBS Group AG | 0.01% | Add +0.7% | 521,569 | $51.8M |
| ERn Financial, LLC | 6.06% | Reduce -3.3% | 385,849 | $38.3M |
| Cetera Investment Advisers | 0.07% | Add +55.0% | 369,329 | $36.7M |
| Jones Financial Companies LLLP | 0.03% | Add +64.8% | 359,461 | $35.4M |
| Klingman & Associates, LLC | 1.73% | Add +6.3% | 284,369 | $28.2M |
| Equitable Holdings, Inc. | 0.26% | Add +10.0% | 275,761 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +30.6% | 229,702 | $22.8M |
| Stewardship Advisors, LLC | 5.79% | Add +11.1% | 215,550 | $21.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +40.6% | 204,129 | $20.3M |
| Mariner, LLC | 0.03% | Add +1.2% | 192,728 | $19.1M |
| Merit Financial Group, LLC | 0.27% | Add +8.0% | 180,540 | $17.9M |
| Avantax Advisory Services, Inc. | 0.10% | Add +5.5% | 162,409 | $16.1M |
| Thoroughbred Financial Services, LLC | 1.00% | Add +6.9% | 160,985 | $16.0M |
| Atlas Legacy Advisors, LLC | 3.93% | New | 154,187 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Add +3.9% | 146,615 | $14.6M |
| EverSource Wealth Advisors, LLC | 0.78% | Add +4.0% | 143,687 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 143,125 | $14.2M |
| Denver Wealth Management, Inc. | 6.44% | Reduce -2.8% | 142,149 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +113.7% | 138,787 | $13.8M |
| MML Investors Services, LLC | 0.04% | Reduce -0.0% | 127,349 | $12.7M |
| Geneos Wealth Management Inc. | 0.42% | Add +170.3% | 125,978 | $12.5M |
| Cadent Capital Advisors, LLC | 4.57% | Reduce -3.3% | 121,162 | $12.0M |
| RFG - Bristol Wealth Advisors, LLC | 3.96% | Add +19.4% | 119,016 | $11.8M |
| Aspire Capital Advisors LLC | 3.53% | Reduce -19.9% | 118,917 | $11.8M |
| Harbour Investments, Inc. | 0.30% | Add +7.0% | 106,638 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.2% | 94,179 | $9.4M |
| Fermata Advisors, LLC | 1.68% | Reduce -11.4% | 93,546 | $9.3M |
| Kraft, Davis & Associates, LLC | 2.86% | Reduce -48.1% | 94,227 | $8.9M |
| TFR Capital, LLC. | 3.50% | Reduce -2.8% | 84,583 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 81,495 | $8.1M |
| Stifel Financial Corp. | 0.01% | Reduce -71.4% | 79,066 | $7.9M |
| Moneco Advisors, LLC | 0.79% | Add +0.6% | 76,856 | $7.6M |
| Legacy Capital Wealth Partners, LLC | 1.84% | Reduce -14.1% | 80,370 | $7.5M |
| Colonial River Investments, LLC | 4.11% | New | 75,127 | $7.5M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +25.9% | 74,743 | $7.4M |
| Resonant Capital Advisors, LLC | 0.51% | No change | 74,020 | $7.4M |
| Trivium Point Advisory, LLC | 0.89% | Add +54.5% | 72,384 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +15.7% | 71,919 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +10.2% | 68,677 | $6.8M |
| Western Wealth Management, LLC | 0.44% | Add +1.5% | 66,818 | $6.6M |
| Mission Hills Financial Advisory, LLC | 4.55% | Reduce -1.9% | 65,949 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +4.9% | 60,978 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -24.6% | 60,397 | $6.0M |
| Axxcess Wealth Management, LLC | 0.16% | New | 59,729 | $5.9M |
| Petix & Botte Co | 1.55% | Add +38.3% | 59,078 | $5.9M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -6.3% | 57,795 | $5.7M |
| Ancora Advisors LLC | 0.13% | Reduce -0.8% | 56,496 | $5.6M |
| Wealth Management Partners, LLC | 2.40% | Reduce -0.0% | 52,071 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -14.0% | 49,450 | $4.9M |
| Retirement Planning Group, LLC / NY | 4.94% | Add +8.6% | 48,852 | $4.9M |
| Intrua Financial, LLC | 0.74% | Add +2.2% | 47,438 | $4.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +102.7% | 46,876 | $4.7M |
| Nwam LLC | 0.40% | Add +5.3% | 46,739 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +1.1% | 46,120 | $4.6M |
| RVW Wealth, LLC | 0.43% | Reduce -8.9% | 45,567 | $4.5M |
| Avestar Capital, LLC | 0.42% | Reduce -25.8% | 44,402 | $4.4M |
| World Investment Advisors | 0.11% | Add +0.4% | 43,411 | $4.3M |
| Consolidated Portfolio Review Corp | 0.67% | Add +21.3% | 42,161 | $4.2M |
| Perennial Investment Advisors, LLC | 0.46% | Reduce -0.2% | 40,967 | $4.1M |
| Tompkins Financial Corp. | 0.39% | Reduce -2.3% | 40,554 | $4.0M |
| Brookstone Capital Management | 0.06% | Add +18.1% | 40,281 | $4.0M |
| Forge Financial Services LLC | 3.44% | Reduce -2.3% | 39,238 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.3% | 38,148 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +25.9% | 37,938 | $3.8M |
| AssuredPartners Investment Advisors, LLC | 0.70% | Add +6.3% | 36,463 | $3.6M |
| AdvisorNet Financial, Inc | 0.26% | Add +2.7% | 35,892 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.4% | 35,733 | $3.5M |
| Financial Advocates Investment Management | 0.25% | Add +28.4% | 35,687 | $3.5M |
| Kelman-Lazarov, Inc. | 0.61% | Add +0.0% | 33,660 | $3.3M |
| AE Wealth Management LLC | 0.03% | Add +16.8% | 33,517 | $3.3M |
| Amplius Wealth Advisors, LLC | 0.34% | Add +0.0% | 32,717 | $3.3M |
| Retirement Financial Solutions, LLC | 1.25% | New | 32,224 | $3.2M |
| Essex Financial Services, Inc. | 0.22% | Add +9.4% | 30,992 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 30,472 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.98% | Reduce -0.8% | 30,764 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 29,298 | $2.9M |
| Absolute Capital Management, LLC | 1.61% | Reduce -8.9% | 28,072 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Reduce -9.1% | 26,151 | $2.6M |
| Rodgers & Associates, LTD | 0.28% | Reduce -4.3% | 22,899 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +4.5% | 22,727 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.4% | 21,678 | $2.2M |
| &partners | 0.02% | Reduce -1.1% | 21,976 | $2.1M |
| Investment Planning Advisors, Inc. | 0.87% | Reduce -84.6% | 21,620 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +25.6% | 21,254 | $2.1M |
| Solano Wealth Investment Advisors LLC | 1.28% | Reduce -0.8% | 20,903 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 20,298 | $2.0M |
| Key Client Fiduciary Advisors, LLC | 0.86% | Add +0.7% | 18,765 | $1.9M |
"% 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.