Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q3 2025 (September 30)289holders +25
38new positions
10sold out
5famous investors
$110.70avg. 13F price*
At the end of Q3 2025, 289 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 25 from Q2 2025. 38 opened new positions and 10 sold out. The largest holders were Invesco Ltd. ($1.0B), LPL Financial LLC ($556.4M) and Ameriprise Financial Inc. ($403.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $360.1M |
| Exits | 10 | $15.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,104,547 shares bought and 699,588 shares sold, net +5,404,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Invesco Ltd. | 0.16% | Add +12.2% | 9,176,334 | $1.0B |
| LPL Financial LLC | 0.16% | Add +4.7% | 5,027,810 | $556.4M |
| Ameriprise Financial Inc. | 0.09% | Reduce -1.1% | 3,644,674 | $403.3M |
| Morgan Stanley | 0.02% | Add +2.6% | 3,082,017 | $341.1M |
| Allworth Financial LP | 1.12% | Add +1.5% | 2,284,609 | $252.8M |
| Vantagepoint Investment Advisers LLC | 2.05% | New | 2,269,216 | $251.1M |
| Bank of America Corp. | 0.02% | Add +9.1% | 2,193,550 | $242.7M |
| Fusion Family Wealth, LLC | 13.11% | Add +0.1% | 1,581,628 | $175.0M |
| Osaic Holdings, Inc. | 0.19% | Reduce -2.2% | 1,216,821 | $132.3M |
| Bank of New York Mellon Corp | 0.02% | Add +1.6% | 886,475 | $98.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -13.4% | 763,574 | $84.5M |
| Cetera Investment Advisers | 0.10% | Add +74.9% | 761,141 | $84.2M |
| Raymond James Financial Inc. | 0.03% | Add +11.4% | 756,020 | $83.7M |
| Wells Fargo & Company | 0.02% | Add +3.2% | 708,805 | $78.4M |
| Jones Financial Companies LLLP | 0.05% | Add +26.3% | 637,602 | $70.3M |
| Kozak & Associates, Inc. | 12.47% | Reduce -1.4% | 570,633 | $63.3M |
| Wellington Management Group LLP | 0.01% | New | 494,364 | $54.7M |
| UBS Group AG | 0.01% | Reduce -6.5% | 486,650 | $53.9M |
| Cerity Partners LLC | 0.07% | Add +1.4% | 387,486 | $42.9M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.7% | 332,085 | $36.7M |
| Equitable Holdings, Inc. | 0.25% | Add +2.6% | 312,111 | $34.5M |
| Klingman & Associates, LLC | 1.59% | Add +0.3% | 285,548 | $31.6M |
| Global Retirement Partners, LLC | 0.71% | Add +6.3% | 285,297 | $31.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -10.9% | 253,280 | $28.0M |
| Scarborough Advisors, LLC | 4.64% | New | 237,928 | $26.3M |
| Stewardship Advisors, LLC | 5.76% | Add +1.2% | 219,942 | $24.3M |
| Mariner, LLC | 0.03% | Add +1.3% | 200,579 | $22.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 178,519 | $19.8M |
| MML Investors Services, LLC | 0.05% | Reduce -2.4% | 176,953 | $19.6M |
| Merit Financial Group, LLC | 0.17% | Add +3.0% | 168,090 | $18.6M |
| Investment Planning Advisors, Inc. | 5.63% | Add +567.5% | 161,774 | $17.9M |
| Atlas Legacy Advisors, LLC | 3.43% | Add +3.4% | 160,696 | $17.8M |
| EverSource Wealth Advisors, LLC | 0.68% | Add +0.8% | 155,279 | $17.2M |
| Denver Wealth Management, Inc. | 6.29% | Add +2.5% | 154,177 | $17.1M |
| Thoroughbred Financial Services, LLC | 1.01% | Add +0.5% | 148,408 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.4% | 147,420 | $16.3M |
| Asset Allocation Strategies LLC | 3.04% | Add +112.9% | 138,933 | $15.4M |
| Private Advisor Group, LLC | 0.07% | Reduce -6.2% | 134,246 | $14.9M |
| Brookstone Capital Management | 0.17% | Add +26.7% | 131,974 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 130,687 | $14.5M |
| Cadent Capital Advisors, LLC | 3.75% | Add +4.7% | 127,892 | $14.2M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +103.5% | 126,392 | $14.0M |
| Aspire Capital Advisors LLC | 3.28% | Add +1.1% | 120,190 | $13.3M |
| Harbour Investments, Inc. | 0.30% | Add +6.0% | 117,634 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +29.0% | 104,077 | $11.5M |
| Axxcess Wealth Management, LLC | 0.23% | Add +1.7% | 99,754 | $11.0M |
| Colonial River Investments, LLC | 4.01% | Add +3.1% | 98,205 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.9% | 97,251 | $10.8M |
| Kraft, Davis & Associates, LLC | 2.51% | Reduce -1.3% | 92,495 | $10.3M |
| Sonoma Allocations LLC | 3.74% | — | 93,749 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +90.0% | 92,895 | $10.3M |
| TFR Capital, LLC. | 3.25% | Add +1.1% | 87,932 | $9.7M |
| Moneco Advisors, LLC | 0.73% | Add +3.7% | 79,442 | $8.8M |
| Petix & Botte Co | 1.99% | Add +15.1% | 77,810 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.5% | 77,538 | $8.6M |
| Resonant Capital Advisors, LLC | 0.46% | Reduce -2.5% | 71,901 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 70,812 | $7.8M |
| Legacy Capital Wealth Partners, LLC | 1.68% | Reduce -0.8% | 75,347 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1.0% | 68,377 | $7.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +29.3% | 67,958 | $7.5M |
| Western Wealth Management, LLC | 0.40% | Reduce -0.8% | 67,719 | $7.5M |
| Geneos Wealth Management Inc. | 0.19% | Add +1.5% | 67,561 | $7.5M |
| Mission Hills Financial Advisory, LLC | 3.81% | Add +1.2% | 64,841 | $7.2M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +43.0% | 63,252 | $7.0M |
| Retirement Planning Group, LLC / NY | 5.06% | Add +7.5% | 61,184 | $6.8M |
| Consolidated Portfolio Review Corp | 0.83% | Reduce -0.9% | 59,582 | $6.6M |
| Ancora Advisors LLC | 0.12% | Reduce -1.7% | 54,491 | $6.0M |
| Avestar Capital, LLC | 0.41% | Reduce -2.0% | 51,436 | $5.7M |
| Wealth Management Partners, LLC | 1.80% | Reduce -1.4% | 51,260 | $5.7M |
| Nwam LLC | 0.29% | Add +1.8% | 48,564 | $5.4M |
| Bank of Montreal | 0.00% | No change | 2,665 | $5.4M |
| Retirement Financial Solutions, LLC | 1.64% | Add +16.2% | 47,335 | $5.2M |
| Intrua Financial, LLC | 0.60% | Reduce -1.5% | 46,297 | $5.1M |
| Total Clarity Wealth Management, Inc. | 1.36% | Add +7.2% | 46,135 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.1% | 44,041 | $4.9M |
| RVW Wealth, LLC | 0.38% | Reduce -1.3% | 44,031 | $4.9M |
| Absolute Capital Management, LLC | 2.08% | Add +9.0% | 43,784 | $4.8M |
| World Investment Advisors | 0.10% | Add +0.4% | 43,230 | $4.8M |
| Perennial Investment Advisors, LLC | 0.38% | Add +0.8% | 41,638 | $4.6M |
| Tompkins Financial Corp. | 0.37% | Reduce -0.0% | 40,196 | $4.4M |
| AE Wealth Management LLC | 0.03% | Add +9.7% | 39,554 | $4.4M |
| AdvisorNet Financial, Inc | 0.24% | Add +4.8% | 39,040 | $4.3M |
| Empowered Funds, LLC | 0.04% | New | 39,003 | $4.3M |
| Forge Financial Services LLC | 2.02% | Reduce -0.4% | 38,928 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +30.7% | 38,442 | $4.3M |
| Essex Financial Services, Inc. | 0.24% | Add +12.0% | 36,094 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.2% | 34,296 | $3.8M |
| Kelman-Lazarov, Inc. | 0.54% | Reduce -0.0% | 33,110 | $3.7M |
| Harbor Asset Planning, Inc. | 3.28% | Add +0.5% | 33,105 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.25% | New | 32,097 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 32,070 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.7% | 29,902 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 29,233 | $3.2M |
| Optima Capital LLC | 1.48% | Add +8.8% | 27,511 | $3.0M |
| Sunbelt Securities, Inc. | 0.19% | New | 25,353 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -7.6% | 24,261 | $2.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.77% | Reduce -80.6% | 24,244 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.0% | 23,640 | $2.6M |
| Rodgers & Associates, LTD | 0.26% | No change | 22,624 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Add +4.2% | 22,183 | $2.5M |
"% 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.