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

0100200300400 Q1 2024: 186Q1 2024Q2 2024: 193Q2 2024Q3 2024: 204Q3 2024Q4 2024: 242Q4 2024Q1 2025: 253Q1 2025Q2 2025: 264Q2 2025Q3 2025: 289Q3 2025Q4 2025: 302Q4 2025Q1 2026: 323Q1 2026Q2 2026: 347Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$124.9M
Exits17$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
Simplicity Wealth,LLC 0.14% Add +21.9% 17,866 $1.8M
Kovack Advisors, Inc. 0.19% Add +2.0% 17,842 $1.8M
Ignite Planners, LLC 0.34% New 17,941 $1.7M
Golden State Wealth Management, LLC 0.24% Add +129.4% 16,379 $1.6M
Prospera Financial Services Inc 0.04% Reduce -0.6% 15,525 $1.5M
Concurrent Investment Advisors, LLC 0.04% Add +100.6% 15,494 $1.5M
E&G Advisors, LLC 0.40% Add +5.3% 14,343 $1.4M
Rik Saylor Financial, Inc. 1.13% Add +8.6% 12,896 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -1.8% 12,688 $1.3M
Uptick Partners, LLC 0.42% New 12,581 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +8.2% 12,503 $1.2M
Baird Financial Group, Inc. 0.00% Add +45.5% 12,302 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +1.5% 12,092 $1.2M
Empirical Asset Management, LLC 0.41% No change 11,965 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -1.0% 11,647 $1.2M
Level Four Advisory Services, LLC 0.04% Reduce -1.0% 10,440 $1.0M
FMR LLC 0.00% Add +64.3% 10,171 $1.0M
Fiera Capital Corp 0.00% No change 10,158 $1.0M
Comerica Bank 0.00% Add +25.3% 10,056 $999K
MTM Financial Group, LLC 0.58% Add +28.9% 9,954 $989K
Apollon Wealth Management, LLC 0.02% New 9,514 $945K
KMG Fiduciary Partners, LLC 0.08% Reduce -0.6% 9,404 $934K
Cora Capital Advisors LLC 0.45% No change 9,389 $933K
Snowden Capital Advisors LLC 0.03% Add +5.3% 8,821 $876K
Ameriflex Group, Inc. 0.36% Add +913.3% 8,785 $873K
Belpointe Asset Management LLC 0.04% New 8,608 $855K
D. E. Shaw & Co. 0.00% No change 8,535 $848K
Fifth Third Securities, Inc. 0.07% Add +43.0% 8,415 $836K
Mercer Global Advisors Inc. 0.00% Reduce -8.8% 8,063 $801K
Redwood Financial Network Corp 0.58% Add +25.5% 7,675 $762K
Nova Wealth Management, Inc. 0.65% Add +21.1% 7,542 $748K
Marshall Financial Group, LLC 0.16% Reduce -0.1% 7,527 $748K
Obermeyer Wealth Partners 0.04% Reduce -2.0% 7,362 $731K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -27.6% 7,356 $731K
Acorn Wealth Advisors, LLC 0.30% Reduce -1.1% 7,298 $725K
Visionary Wealth Advisors 0.04% Add +11.0% 7,200 $715K
Jane Street Group, LLC 0.00% New 6,874 $683K
Baldwin Wealth Partners LLC 0.05% No change 6,600 $656K
Money Concepts Capital Corp. 0.05% Add +11.7% 6,595 $655K
Cozad Asset Management Inc. 0.06% Reduce -1.5% 6,264 $622K
Qube Research & Technologies Ltd 0.00% Reduce -16.2% 6,157 $612K
TCFG Wealth Management, LLC 0.31% Add +32.4% 6,148 $611K
Creative Planning 0.00% Add +0.8% 6,144 $610K
Flaharty Asset Management, LLC 0.09% Reduce -9.9% 5,928 $589K
HighTower Advisors, LLC 0.00% Add +1.3% 5,588 $555K
Susquehanna International Group, LLP 0.00% Reduce -82.5% 5,193 $516K
Advisory Services Network, LLC 0.01% Add +8.9% 5,185 $515K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.2% 5,163 $513K
Gsa Capital Partners LLP 0.05% No change 5,130 $510K
Secure Asset Management, LLC 0.10% Add +23.6% 5,058 $502K
Accurate Wealth Management, LLC 0.09% No change 5,245 $496K
Armstrong Advisory Group, Inc. 0.04% No change 4,959 $486K
Pennington Partners & Co., LLC 0.27% Add +0.1% 4,673 $464K
Bessemer Group Inc. 0.00% Reduce -16.7% 4,600 $457K
United Advisor Group, LLC 0.09% Add +27.5% 4,484 $445K
Orion Porfolio Solutions, LLC 0.00% Add +67.9% 4,311 $428K
Orion Portfolio Solutions, LLC 0.00% Add +67.9% 4,311 $428K
Retireful, LLC 0.40% Reduce -97.9% 99 $428K
J.W. Cole Advisors, Inc. 0.01% New 4,278 $425K
Savant Capital, LLC 0.00% No change 4,216 $419K
Financial Partners Group, Inc 0.06% New 3,686 $366K
Landaas & Co. /Wi 0.10% Add +6.1% 3,595 $357K
Corient Private Wealth LP 0.00% Add +0.3% 3,329 $331K
Main Street Group, LTD 0.14% Add +3.2% 3,231 $321K
Pacific Sun Financial Corp 0.18% Reduce -1.8% 3,162 $314K
SCS Capital Management LLC 0.00% New 3,111 $309K
Signature Estate & Investment Advisors LLC 0.01% Add +0.3% 3,088 $307K
Diligent Investors, LLC 0.07% Add +0.1% 3,082 $306K
Silvercrest Asset Management Group LLC 0.00% Add +48.9% 3,047 $303K
Turning Point Benefit Group, Inc. 0.28% Reduce -45.5% 3,302 $299K
Michels Family Financial, LLC 0.27% Add +0.4% 2,986 $297K
Citadel Advisors 0.00% Add +27.2% 2,986 $297K
Florida Financial Advisors, LLC 0.11% New 2,934 $291K
Montag A & Associates Inc. 0.01% Add +0.4% 2,930 $291K
Cwm, LLC 0.00% Add +61.3% 2,885 $287K
Atlantic Family Wealth, LLC 0.26% No change 2,872 $285K
Sigma Planning Corp 0.01% Add +2.9% 2,790 $277K
Parsons Capital Management Inc. 0.01% No change 2,760 $274K
M&T Bank Corp 0.00% Reduce -4.6% 2,731 $271K
Hilltop Partners LLC 0.09% Add +0.2% 2,724 $271K
Aspect Partners, LLC 0.15% No change 2,652 $263K
Marks Group Wealth Management, Inc 0.02% No change 2,520 $250K
Private Trust Co. NA 0.02% Reduce -13.4% 2,419 $240K
Pinnacle Associates Ltd. 0.00% New 2,380 $236K
Arkadios Wealth Advisors 0.01% New 2,377 $236K
Jacobi Capital Management LLC 0.02% Reduce -7.3% 2,364 $235K
Veridan Wealth LLC 0.10% Reduce -0.1% 2,314 $230K
Lockerman Financial Group, Inc. 0.33% Add +0.1% 2,223 $221K
Principal Securities, Inc. 0.00% No change 2,244 $220K
Sovran Advisors, LLC 0.03% New 2,337 $219K
Brown Brothers Harriman & Co. 0.00% No change 2,176 $216K
Oppenheimer & Co. Inc. 0.00% No change 2,113 $210K
Mutual Advisors, LLC 0.01% Reduce -4.7% 2,175 $210K
Flagstar Securities, Inc. 0.05% Reduce -19.0% 2,102 $209K
Wealth Effects LLC 0.08% New 2,025 $201K
Caliber Wealth Management, LLC / KS 0.03% — 2,017 $200K
Bank of Montreal 0.00% New 1,690 $168K
Pflug Koory, LLC 0.09% Add +0.1% 1,556 $155K
Ameritas Investment Partners, Inc. 0.00% No change 1,342 $133K
Lindbrook Capital, LLC 0.01% No change 1,250 $124K
Lanark Financial, Inc. 0.01% — 1,256 $124K
IFP Advisors, Inc 0.00% No change 1,234 $123K
Blair William & Co. 0.00% No change 1,117 $111K
Glass Jacobson Investment Advisors llc 0.03% No change 1,078 $106K
O'shaughnessy Asset Management, LLC 0.00% No change 1,010 $100K
Glassman Wealth Services 0.01% No change 745 $74K
PNC Financial Services Group, Inc. 0.00% No change 645 $64K
HM Payson & Co. 0.00% No change 640 $64K
Harbor Investment Advisory, LLC 0.01% Reduce -16.4% 577 $57K
Bartlett & Co. Wealth Management LLC 0.00% New 574 $57K
ESL Trust Services, LLC 0.01% No change 543 $54K
Atlantic Private Wealth, LLC 0.04% New 528 $52K
MAI Capital Management 0.00% Add +7.3% 515 $51K
US Bancorp \de 0.00% Reduce -3.1% 500 $50K
Pinnacle Bancorp, Inc. 0.02% Reduce -28.0% 488 $48K
Operose Advisors LLC 0.02% No change 475 $47K
Assetmark, Inc. 0.00% Add +154.2% 427 $42K
Tanglewood Legacy Advisors, LLC 0.02% No change 411 $41K
MPWM Advisory Solutions, LLC 0.03% Add +0.5% 407 $40K
Chilton Capital Management LLC 0.00% Reduce -25.6% 401 $40K
Abound Wealth Management 0.01% No change 380 $38K
Crewe Advisors LLC 0.01% New 374 $37K
Rise Advisors, LLC 0.02% Add +0.6% 361 $36K
Cherry Tree Wealth Management, LLC 0.01% No change 340 $34K
GoalVest Advisory LLC 0.01% No change 309 $31K
Stonebridge Financial Group, LLC 0.00% Add +0.7% 306 $30K
Lowe Wealth Advisors, LLC 0.01% Reduce -40.0% 300 $30K
Creekmur Asset Management LLC 0.01% No change 297 $30K
Archer Investment Corp 0.01% Add +0.4% 259 $26K
Mark Sheptoff Financial Planning, LLC 0.01% New 242 $24K
GAMMA Investing LLC 0.00% No change 231 $23K
SOA Wealth Advisors, LLC. 0.00% No change 230 $23K
Capital Analysts, LLC 0.00% New 200 $20K
Bogart Wealth, LLC 0.00% No change 200 $20K
BlackRock, Inc. 0.00% No change 180 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $15K
Wolff Wiese Magana LLC 0.01% No change 130 $13K
Crowley Wealth Management, Inc. 0.01% No change 119 $12K
CBIZ Investment Advisory Services, LLC 0.00% New 115 $11K
TD Capital Management LLC 0.00% Add +1.0% 102 $10K
Westside Investment Management, Inc. 0.00% New 100 $10K
N.E.W. Advisory Services LLC 0.00% New 98 $10K
CIBC Private Wealth Group LLC 0.00% No change 104 $9K
Franklin Resources Inc. 0.00% No change 87 $9K
Future Financial Wealth Managment LLC 0.01% No change 83 $8K
Aptus Capital Advisors, LLC 0.00% Reduce -92.5% 81 $8K
VSM Wealth Advisory, LLC 0.00% New 80 $8K
Guardian Wealth Advisors, LLC / NC 0.00% New 71 $7K
Collier Financial 0.01% No change 61 $6K
Sunbelt Securities, Inc. 0.00% New 20 $2K
High Note Wealth, LLC 0.00% No change 14 $1K
Physician Wealth Advisors, Inc. 0.00% No change 9 $911
Founders Capital Management 0.00% No change 5 $523

"% 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.