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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$58.2M
Exits14$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
IHT Wealth Management, LLC 0.06% Reduce -1.8% 21,290 $2.2M
TCFG Wealth Management, LLC 1.01% Add +244.8% 21,201 $2.2M
Ignite Planners, LLC 0.38% Add +17.9% 21,161 $2.2M
Solano Wealth Investment Advisors LLC 1.10% Reduce -1.6% 20,566 $2.1M
Key Client Fiduciary Advisors, LLC 0.81% Add +1.3% 19,010 $2.0M
Concurrent Investment Advisors, LLC 0.04% Add +21.6% 18,833 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -17.6% 17,508 $1.8M
Kovack Advisors, Inc. 0.17% Reduce -6.7% 16,653 $1.7M
E&G Advisors, LLC 0.43% Add +9.9% 15,758 $1.6M
Prospera Financial Services Inc 0.03% Reduce -3.4% 15,004 $1.6M
MTM Financial Group, LLC 0.76% Add +35.5% 13,485 $1.4M
Uptick Partners, LLC 0.40% Add +6.2% 13,364 $1.4M
Rik Saylor Financial, Inc. 1.07% Add +3.4% 13,331 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +1.0% 12,628 $1.3M
Steward Partners Investment Advisory, LLC 0.01% No change 12,092 $1.3M
FMR LLC 0.00% Add +18.4% 12,045 $1.3M
Empirical Asset Management, LLC 0.38% Reduce -1.4% 11,795 $1.2M
Fermata Advisors, LLC 0.33% Reduce -87.5% 11,734 $1.2M
Garden State Investment Advisory Services LLC 0.33% New 11,562 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -12.3% 10,786 $1.1M
Dynamic Advisor Solutions LLC 0.03% Reduce -10.8% 10,391 $1.1M
Level Four Advisory Services, LLC 0.04% Reduce -0.7% 10,371 $1.1M
Fiera Capital Corp 0.00% No change 10,158 $1.1M
Jane Street Group, LLC 0.00% Add +46.6% 10,078 $1.1M
Ameriflex Group, Inc. 0.54% Add +13.6% 9,977 $1.0M
Money Concepts Capital Corp. 0.07% Add +46.3% 9,647 $1.0M
Susquehanna International Group, LLP 0.00% Add +80.5% 9,376 $978K
Fifth Third Securities, Inc. 0.07% Add +10.2% 9,269 $967K
Snowden Capital Advisors LLC 0.03% Add +4.7% 9,233 $963K
Renaissance Technologies 0.00% New 9,200 $959K
KMG Fiduciary Partners, LLC 0.07% Reduce -2.8% 9,143 $954K
J.W. Cole Advisors, Inc. 0.02% Add +103.4% 8,702 $908K
D. E. Shaw & Co. 0.00% No change 8,535 $890K
Qube Research & Technologies Ltd 0.00% Add +36.8% 8,424 $879K
Apollon Wealth Management, LLC 0.02% Reduce -11.7% 8,403 $876K
Visionary Wealth Advisors 0.04% Add +16.5% 8,389 $875K
Comerica Bank 0.00% Reduce -16.6% 8,386 $875K
Belpointe Asset Management LLC 0.04% Reduce -2.7% 8,377 $874K
Acorn Wealth Advisors, LLC 0.31% Add +9.3% 7,974 $832K
Atria Wealth Solutions, Inc. 0.02% Reduce -89.6% 7,758 $814K
Redwood Financial Network Corp 0.54% Reduce -1.0% 7,596 $792K
Marshall Financial Group, LLC 0.15% Reduce -0.1% 7,519 $787K
Nova Wealth Management, Inc. 0.57% Reduce -2.0% 7,388 $770K
Obermeyer Wealth Partners 0.04% No change 7,362 $768K
Mercer Global Advisors Inc. 0.00% Reduce -12.3% 7,074 $738K
Creative Planning 0.00% Add +12.6% 6,915 $721K
Secure Asset Management, LLC 0.13% Add +34.1% 6,783 $707K
Baldwin Wealth Partners LLC 0.05% No change 6,600 $688K
Cozad Asset Management Inc. 0.06% Add +0.1% 6,268 $654K
Flaharty Asset Management, LLC 0.09% Add +1.6% 6,024 $628K
Y-Intercept (Hong Kong) Ltd 0.02% New 5,952 $621K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +11.2% 5,743 $599K
Financial Partners Group, Inc 0.08% Add +49.7% 5,517 $575K
HRT Financial LP 0.00% New 5,469 $570K
Accurate Wealth Management, LLC 0.08% No change 5,245 $553K
HighTower Advisors, LLC 0.00% Reduce -6.3% 5,233 $546K
Key Financial Inc 0.11% New 5,232 $546K
Advisory Services Network, LLC 0.01% Reduce -0.2% 5,175 $537K
Bessemer Group Inc. 0.00% Add +7.5% 4,943 $516K
Armstrong Advisory Group, Inc. 0.04% Reduce -2.0% 4,859 $507K
Pennington Partners & Co., LLC 0.26% Add +0.1% 4,678 $488K
Cora Capital Advisors LLC 0.21% Reduce -51.8% 4,522 $472K
United Advisor Group, LLC 0.08% Reduce -0.8% 4,446 $464K
Savant Capital, LLC 0.00% Reduce -0.6% 4,191 $437K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -45.8% 3,990 $416K
Landaas & Co. /Wi 0.09% Add +5.8% 3,802 $397K
Gotham Asset Management 0.00% New 3,800 $396K
Signature Estate & Investment Advisors LLC 0.01% Add +18.4% 3,657 $381K
Citadel Advisors 0.00% Add +21.1% 3,616 $377K
Corient Private Wealth LP 0.00% Add +0.3% 3,338 $348K
Sigma Planning Corp 0.01% Add +18.5% 3,307 $345K
Main Street Group, LTD 0.12% Reduce -0.4% 3,218 $336K
Pacific Sun Financial Corp 0.17% No change 3,162 $330K
Gilbert Capital Group, Inc. 0.27% — 3,149 $328K
SCS Capital Management LLC 0.00% No change 3,111 $324K
Diligent Investors, LLC 0.08% Add +0.1% 3,084 $322K
Michels Family Financial, LLC 0.27% Add +2.5% 3,061 $319K
Silvercrest Asset Management Group LLC 0.00% No change 3,047 $318K
Principal Securities, Inc. 0.01% Add +29.5% 2,905 $303K
Arkadios Wealth Advisors 0.01% Add +22.0% 2,899 $302K
Cwm, LLC 0.00% Add +0.1% 2,887 $301K
Atlantic Family Wealth, LLC 0.26% No change 2,872 $300K
RFG Advisory, LLC 0.01% New 2,776 $290K
Parsons Capital Management Inc. 0.02% No change 2,760 $288K
M&T Bank Corp 0.00% No change 2,731 $285K
Hilltop Partners LLC 0.09% No change 2,724 $284K
Orion Porfolio Solutions, LLC 0.00% Reduce -38.0% 2,672 $279K
Bank of Montreal 0.00% Add +57.7% 2,665 $278K
Aspect Partners, LLC 0.14% No change 2,652 $277K
Lockerman Financial Group, Inc. 0.36% Add +15.0% 2,556 $267K
Heritage Financial Services, LLC 0.03% New 2,521 $263K
Marks Group Wealth Management, Inc 0.02% No change 2,520 $263K
Turning Point Benefit Group, Inc. 0.20% Reduce -24.9% 2,480 $259K
Gsa Capital Partners LLP 0.02% Reduce -52.8% 2,422 $253K
Private Trust Co. NA 0.02% Add +0.0% 2,420 $252K
Pinnacle Associates Ltd. 0.00% No change 2,380 $248K
Hickory Asset Management, Inc. 0.20% New 2,349 $245K
Jacobi Capital Management LLC 0.02% Reduce -0.9% 2,342 $244K
GWN Securities Inc. 0.04% New 2,225 $233K
Capital Investment Advisors, LLC 0.00% New 2,207 $230K
Mutual Advisors, LLC 0.01% No change 2,175 $230K
Brown Brothers Harriman & Co. 0.00% No change 2,176 $227K
Flagstar Securities, Inc. 0.06% Add +3.0% 2,164 $226K
Sovran Advisors, LLC 0.02% Reduce -9.2% 2,121 $222K
Oppenheimer & Co. Inc. 0.00% Add +0.2% 2,118 $221K
Stephens Inc. 0.00% New 2,058 $215K
Caliber Wealth Management, LLC / KS 0.02% No change 2,017 $210K
Clearstead Advisors, LLC 0.00% New 1,960 $204K
Pflug Koory, LLC 0.08% Add +0.1% 1,557 $162K
Ameritas Investment Partners, Inc. 0.00% No change 1,342 $140K
Lanark Financial, Inc. 0.01% No change 1,256 $130K
Glass Jacobson Investment Advisors llc 0.05% Add +4.6% 1,128 $118K
Blair William & Co. 0.00% Add +0.1% 1,118 $117K
Beacon Capital Management, Inc. 0.01% New 990 $103K
Arax Advisory Partners 0.00% New 970 $101K
Citigroup Inc. 0.00% New 795 $83K
Glassman Wealth Services 0.01% No change 745 $78K
PNC Financial Services Group, Inc. 0.00% No change 645 $67K
HM Payson & Co. 0.00% No change 640 $67K
Bartlett & Co. Wealth Management LLC 0.00% No change 574 $60K
ESL Trust Services, LLC 0.01% No change 543 $57K
Atlantic Private Wealth, LLC 0.04% No change 528 $55K
Harbor Investment Advisory, LLC 0.00% Reduce -9.7% 521 $54K
MAI Capital Management 0.00% No change 515 $54K
Thompson Investment Management, Inc. 0.01% New 500 $52K
US Bancorp \de 0.00% No change 500 $52K
Pinnacle Bancorp, Inc. 0.02% No change 488 $51K
Operose Advisors LLC 0.01% No change 475 $50K
Assetmark, Inc. 0.00% No change 427 $45K
Tanglewood Legacy Advisors, LLC 0.02% No change 411 $43K
MPWM Advisory Solutions, LLC 0.03% Add +0.3% 408 $43K
Abound Wealth Management 0.01% No change 380 $40K
Rise Advisors, LLC 0.01% Add +0.3% 362 $38K
Mark Sheptoff Financial Planning, LLC 0.02% Add +40.9% 341 $36K
Cherry Tree Wealth Management, LLC 0.01% No change 340 $35K
Lowe Wealth Advisors, LLC 0.01% No change 300 $31K
Creekmur Asset Management LLC 0.01% No change 297 $31K
Archer Investment Corp 0.01% Add +0.4% 260 $27K
JNBA Financial Advisors 0.00% New 255 $27K
IFP Advisors, Inc 0.00% Reduce -80.5% 240 $25K
GoalVest Advisory LLC 0.01% Reduce -22.6% 239 $25K
GAMMA Investing LLC 0.00% No change 231 $24K
SOA Wealth Advisors, LLC. 0.00% No change 230 $24K
First Horizon Advisors, Inc. 0.00% New 221 $23K
O'shaughnessy Asset Management, LLC 0.00% Reduce -79.2% 210 $22K
Capital Analysts, LLC 0.00% No change 200 $21K
BlackRock, Inc. 0.00% No change 180 $19K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $16K
Wolff Wiese Magana LLC 0.01% No change 130 $14K
Crowley Wealth Management, Inc. 0.01% No change 119 $12K
CBIZ Investment Advisory Services, LLC 0.00% No change 115 $12K
CIBC Private Wealth Group LLC 0.00% No change 104 $11K
TD Capital Management LLC 0.00% No change 102 $11K
Westside Investment Management, Inc. 0.00% No change 100 $10K
N.E.W. Advisory Services LLC 0.00% No change 98 $10K
Future Financial Wealth Managment LLC 0.01% No change 83 $9K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1.4% 72 $7K
Aptus Capital Advisors, LLC 0.00% Reduce -11.1% 72 $7K
Parallel Advisors, LLC 0.00% New 36 $4K
Russell Investments Group, Ltd. 0.00% New 25 $3K
High Note Wealth, LLC 0.00% No change 14 $1K
Physician Wealth Advisors, Inc. 0.00% No change 9 $960
Founders Capital Management 0.00% No change 5 $551
Strategic Wealth Partners, Ltd. 0.00% — 4 $417

"% 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.