Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q2 2025 (June 30)264holders +11
26new positions
14sold out
4famous investors
$104.27avg. 13F price*
At the end of Q2 2025, 264 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 11 from Q1 2025. 26 opened new positions and 14 sold out. The largest holders were Invesco Ltd. ($852.7M), LPL Financial LLC ($500.7M) and Ameriprise Financial Inc. ($383.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $58.2M |
| Exits | 14 | $46.9M |
All 13F filers, Q1 2025 → Q2 2025: 3,451,890 shares bought and 1,349,400 shares sold, net +2,102,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Invesco Ltd. | 0.15% | Add +4.2% | 8,176,399 | $852.7M |
| LPL Financial LLC | 0.17% | Add +16.8% | 4,800,717 | $500.7M |
| Ameriprise Financial Inc. | 0.09% | Reduce -12.6% | 3,684,169 | $383.5M |
| Morgan Stanley | 0.02% | Add +7.0% | 3,005,003 | $313.4M |
| Allworth Financial LP | 1.13% | Add +1.8% | 2,251,612 | $234.8M |
| Bank of America Corp. | 0.02% | Add +0.9% | 2,011,138 | $209.7M |
| Fusion Family Wealth, LLC | 13.93% | Add +0.6% | 1,579,615 | $164.7M |
| Osaic Holdings, Inc. | 0.23% | Add +50.3% | 1,244,310 | $129.8M |
| Commonwealth Equity Services, LLC | 0.12% | Add +26.3% | 881,490 | $91.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.4% | 872,227 | $91.0M |
| Wells Fargo & Company | 0.02% | Add +12.8% | 686,896 | $71.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 678,403 | $70.8M |
| Kozak & Associates, Inc. | 12.38% | Add +1.5% | 578,420 | $60.8M |
| UBS Group AG | 0.01% | Reduce -0.2% | 520,474 | $54.3M |
| Jones Financial Companies LLLP | 0.04% | Add +40.5% | 505,000 | $52.6M |
| Cetera Investment Advisers | 0.08% | Add +17.8% | 435,146 | $45.4M |
| Cerity Partners LLC | 0.07% | New | 382,195 | $39.9M |
| Kestra Advisory Services, LLC | 0.16% | Add +52.5% | 311,325 | $32.5M |
| Equitable Holdings, Inc. | 0.26% | Add +10.3% | 304,221 | $31.7M |
| Klingman & Associates, LLC | 1.64% | Add +0.1% | 284,786 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +23.8% | 284,246 | $29.6M |
| Global Retirement Partners, LLC | 0.69% | — | 268,398 | $28.0M |
| Stewardship Advisors, LLC | 5.74% | Add +0.8% | 217,350 | $22.7M |
| Mariner, LLC | 0.03% | Add +2.7% | 197,988 | $20.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +13.2% | 183,781 | $19.2M |
| MML Investors Services, LLC | 0.05% | Add +42.4% | 181,317 | $18.9M |
| Merit Financial Group, LLC | 0.19% | Reduce -9.7% | 163,121 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 157,002 | $16.4M |
| Atlas Legacy Advisors, LLC | 3.57% | Add +0.8% | 155,401 | $16.2M |
| EverSource Wealth Advisors, LLC | 0.73% | Add +7.2% | 154,058 | $16.1M |
| Denver Wealth Management, Inc. | 6.49% | Add +5.8% | 150,378 | $15.7M |
| Thoroughbred Financial Services, LLC | 1.08% | Reduce -8.3% | 147,631 | $15.4M |
| Private Advisor Group, LLC | 0.08% | Reduce -2.4% | 143,175 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.6% | 125,440 | $13.1M |
| RFG - Bristol Wealth Advisors, LLC | 4.05% | Add +5.2% | 125,169 | $13.1M |
| Cadent Capital Advisors, LLC | 4.17% | Add +0.8% | 122,137 | $12.7M |
| Aspire Capital Advisors LLC | 3.42% | Reduce -0.0% | 118,868 | $12.4M |
| Harbour Investments, Inc. | 0.29% | Add +4.1% | 110,982 | $11.6M |
| Brookstone Capital Management | 0.14% | Add +158.6% | 104,156 | $10.9M |
| Axxcess Wealth Management, LLC | 0.25% | Add +64.2% | 98,095 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.3% | 96,366 | $10.2M |
| Colonial River Investments, LLC | 4.32% | Add +26.8% | 95,253 | $10.0M |
| Kraft, Davis & Associates, LLC | 2.70% | Reduce -0.6% | 93,693 | $9.8M |
| TFR Capital, LLC. | 3.28% | Add +2.8% | 86,971 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 80,706 | $8.4M |
| Moneco Advisors, LLC | 0.74% | Reduce -0.3% | 76,587 | $8.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +6.2% | 76,393 | $8.0M |
| Trivium Point Advisory, LLC | 0.85% | Add +4.3% | 75,506 | $7.9M |
| Resonant Capital Advisors, LLC | 0.49% | Reduce -0.3% | 73,775 | $7.7M |
| Stifel Financial Corp. | 0.01% | Reduce -6.9% | 73,646 | $7.7M |
| Legacy Capital Wealth Partners, LLC | 1.68% | Reduce -5.5% | 75,944 | $7.4M |
| Western Wealth Management, LLC | 0.42% | Add +2.1% | 68,253 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -1.4% | 67,682 | $7.1M |
| Petix & Botte Co | 1.73% | Add +14.4% | 67,593 | $7.0M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -47.2% | 66,539 | $6.9M |
| Asset Allocation Strategies LLC | 1.50% | New | 65,249 | $6.8M |
| Mission Hills Financial Advisory, LLC | 4.15% | Reduce -2.9% | 64,072 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.8% | 62,100 | $6.5M |
| Consolidated Portfolio Review Corp | 0.87% | Add +42.6% | 60,123 | $6.3M |
| Retirement Planning Group, LLC / NY | 5.22% | Add +16.5% | 56,914 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.3% | 56,191 | $5.9M |
| Ancora Advisors LLC | 0.12% | Reduce -1.9% | 55,418 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -13.8% | 52,563 | $5.5M |
| Avestar Capital, LLC | 0.40% | Add +18.2% | 52,494 | $5.5M |
| Wealth Management Partners, LLC | 1.92% | Reduce -0.1% | 51,995 | $5.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +8.7% | 50,963 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 48,893 | $5.1M |
| Simplicity Wealth,LLC | 0.21% | Add +169.3% | 48,111 | $5.0M |
| Nwam LLC | 0.29% | Add +2.0% | 47,688 | $4.9M |
| Intrua Financial, LLC | 0.70% | Reduce -0.9% | 47,017 | $4.9M |
| RVW Wealth, LLC | 0.39% | Reduce -2.1% | 44,592 | $4.7M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -4.1% | 44,221 | $4.6M |
| World Investment Advisors | 0.10% | Reduce -0.8% | 43,076 | $4.5M |
| Total Clarity Wealth Management, Inc. | 1.28% | Add +39.9% | 43,024 | $4.5M |
| Perennial Investment Advisors, LLC | 0.42% | Add +0.8% | 41,305 | $4.3M |
| Retirement Financial Solutions, LLC | 1.50% | Add +26.4% | 40,721 | $4.2M |
| Tompkins Financial Corp. | 0.39% | Reduce -0.9% | 40,207 | $4.2M |
| Absolute Capital Management, LLC | 2.10% | Add +43.0% | 40,154 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +212.4% | 39,644 | $4.1M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -32.3% | 39,136 | $4.1M |
| Forge Financial Services LLC | 3.04% | Reduce -0.4% | 39,077 | $4.1M |
| AdvisorNet Financial, Inc | 0.25% | Add +3.8% | 37,267 | $3.9M |
| AE Wealth Management LLC | 0.03% | Add +7.6% | 36,066 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.9% | 34,712 | $3.6M |
| Kelman-Lazarov, Inc. | 0.56% | Reduce -1.6% | 33,123 | $3.5M |
| Harbor Asset Planning, Inc. | 3.28% | — | 32,947 | $3.4M |
| Amplius Wealth Advisors, LLC | 0.32% | No change | 32,717 | $3.4M |
| Essex Financial Services, Inc. | 0.22% | Add +4.0% | 32,220 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +3.9% | 30,429 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.2% | 30,110 | $3.1M |
| Focus Partners Wealth | 0.01% | Reduce -22.5% | 29,410 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +0.4% | 26,246 | $2.7M |
| Optima Capital LLC | 1.42% | New | 25,298 | $2.6M |
| Investment Planning Advisors, Inc. | 0.89% | Add +12.1% | 24,234 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 23,837 | $2.5M |
| Golden State Wealth Management, LLC | 0.29% | Add +38.8% | 22,733 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.9% | 22,723 | $2.4M |
| Rodgers & Associates, LTD | 0.26% | Reduce -1.2% | 22,624 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -0.7% | 22,561 | $2.4M |
| &partners | 0.02% | Add +1.7% | 22,359 | $2.3M |
"% 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.