Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q4 2025 (December 31)302holders +13
28new positions
24sold out
3famous investors
$114.56avg. 13F price*
At the end of Q4 2025, 302 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 13 from Q3 2025. 28 opened new positions and 24 sold out. The largest holders were Invesco Ltd. ($1.0B), LPL Financial LLC ($672.2M) and Ameriprise Financial Inc. ($431.8M). 3 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.1M |
| Exits | 24 | $69.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,763,809 shares bought and 2,026,918 shares sold, net +1,736,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Invesco Ltd. | 0.10% | Reduce -1.9% | 9,001,402 | $1.0B |
| LPL Financial LLC | 0.18% | Add +16.8% | 5,870,899 | $672.2M |
| Ameriprise Financial Inc. | 0.10% | Add +3.5% | 3,770,378 | $431.8M |
| Morgan Stanley | 0.02% | Add +2.4% | 3,154,989 | $361.2M |
| Vantagepoint Investment Advisers LLC | 2.09% | Add +0.1% | 2,271,112 | $260.0M |
| Bank of America Corp. | 0.02% | Reduce -0.2% | 2,189,385 | $250.7M |
| Fusion Family Wealth, LLC | 14.13% | Add +3.0% | 1,628,324 | $186.4M |
| Allworth Financial LP | 0.59% | Reduce -44.8% | 1,261,650 | $144.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -1.3% | 1,201,452 | $137.6M |
| Bank of New York Mellon Corp | 0.02% | Add +11.1% | 985,133 | $112.8M |
| Raymond James Financial Inc. | 0.03% | Add +18.3% | 894,401 | $102.4M |
| Cetera Investment Advisers | 0.11% | Add +14.2% | 869,157 | $99.5M |
| Jones Financial Companies LLLP | 0.06% | Add +23.9% | 790,186 | $90.6M |
| Wells Fargo & Company | 0.02% | Add +9.3% | 774,689 | $88.7M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -0.5% | 759,448 | $87.0M |
| Kozak & Associates, Inc. | 13.12% | Add +0.8% | 575,024 | $67.9M |
| UBS Group AG | 0.01% | Add +11.2% | 541,369 | $62.0M |
| Kestra Advisory Services, LLC | 0.20% | Add +29.1% | 428,682 | $49.1M |
| Cerity Partners LLC | 0.06% | Reduce -1.0% | 383,757 | $43.9M |
| Equitable Holdings, Inc. | 0.28% | Add +13.0% | 352,645 | $40.4M |
| Axxcess Wealth Management, LLC | 0.68% | Add +235.3% | 334,486 | $38.3M |
| Stewardship Advisors, LLC | 8.27% | Add +42.1% | 312,547 | $35.8M |
| Klingman & Associates, LLC | 1.67% | Add +5.9% | 302,357 | $34.6M |
| Global Retirement Partners, LLC | 0.60% | Add +3.6% | 295,565 | $33.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.2% | 276,526 | $31.7M |
| Tanglewood Legacy Advisors, LLC | 11.75% | Add +66381.8% | 273,240 | $31.3M |
| Private Advisor Group, LLC | 0.14% | Add +89.8% | 254,783 | $29.2M |
| Scarborough Advisors, LLC | 4.67% | Add +1.5% | 241,449 | $27.6M |
| Everest Financial Group LLC | 6.12% | — | 238,961 | $27.4M |
| Asset Allocation Strategies LLC | 5.00% | Add +69.8% | 235,917 | $27.0M |
| Thoroughbred Financial Services, LLC | 1.40% | Add +38.6% | 205,753 | $23.6M |
| Mariner, LLC | 0.03% | Add +1.2% | 202,955 | $23.2M |
| MML Investors Services, LLC | 0.05% | Add +8.3% | 191,618 | $21.9M |
| Atlas Legacy Advisors, LLC | 3.68% | Add +13.8% | 182,893 | $20.9M |
| Merit Financial Group, LLC | 0.16% | Add +4.3% | 175,248 | $20.1M |
| Sanctuary Advisors, LLC | 0.11% | Add +484.2% | 174,688 | $20.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.0% | 172,427 | $19.7M |
| Investment Planning Advisors, Inc. | 5.53% | Add +2.5% | 165,859 | $19.0M |
| Denver Wealth Management, Inc. | 6.48% | Add +3.5% | 159,604 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.7% | 157,762 | $18.1M |
| EverSource Wealth Advisors, LLC | 0.66% | Add +0.5% | 156,019 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 144,935 | $16.6M |
| Blue Water Asset Management | 5.88% | — | 142,675 | $16.3M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +9.9% | 138,880 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -22.6% | 138,185 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +40.7% | 130,664 | $15.0M |
| Cadent Capital Advisors, LLC | 3.89% | Add +0.7% | 128,726 | $14.7M |
| Aspire Capital Advisors LLC | 3.28% | Add +1.4% | 121,932 | $14.0M |
| Brookstone Capital Management | 0.15% | Reduce -13.7% | 113,951 | $13.0M |
| Harbour Investments, Inc. | 0.26% | Reduce -4.7% | 112,081 | $12.8M |
| Sonoma Allocations LLC | 4.04% | Add +9.6% | 102,737 | $12.2M |
| Colonial River Investments, LLC | 4.20% | Add +4.9% | 102,998 | $11.8M |
| Kraft, Davis & Associates, LLC | 2.61% | Add +6.7% | 98,730 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.3% | 93,115 | $10.9M |
| Petix & Botte Co | 2.39% | Add +18.4% | 92,168 | $10.6M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +34.5% | 91,371 | $10.5M |
| TFR Capital, LLC. | 3.41% | Add +2.1% | 89,813 | $10.3M |
| Moneco Advisors, LLC | 0.76% | Add +5.4% | 83,759 | $9.6M |
| Total Clarity Wealth Management, Inc. | 2.11% | Add +65.3% | 76,279 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | New | 75,000 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -7.8% | 71,472 | $8.2M |
| Geneos Wealth Management Inc. | 0.20% | Add +5.2% | 71,068 | $8.1M |
| Resonant Capital Advisors, LLC | 0.45% | Reduce -1.3% | 71,003 | $8.1M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +3.3% | 70,648 | $8.1M |
| Retirement Planning Group, LLC / NY | 5.49% | Add +14.9% | 70,323 | $8.1M |
| Western Wealth Management, LLC | 0.35% | Reduce -1.2% | 66,907 | $7.7M |
| Legacy Capital Wealth Partners, LLC | 1.64% | Reduce -3.8% | 72,517 | $7.6M |
| Mission Hills Financial Advisory, LLC | 4.00% | Add +2.1% | 66,230 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +427.4% | 64,211 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -10.8% | 63,148 | $7.2M |
| Kingswood Wealth Advisors, LLC | 0.33% | Reduce -4.4% | 60,456 | $6.9M |
| Ancora Advisors LLC | 0.13% | Add +2.9% | 56,095 | $6.4M |
| Garden State Investment Advisory Services LLC | 1.49% | Add +231.1% | 54,804 | $6.3M |
| Nwam LLC | 0.34% | Add +6.6% | 51,759 | $6.1M |
| Oxford Wealth Group, LLC | 2.98% | — | 53,547 | $6.1M |
| Avestar Capital, LLC | 0.41% | Add +1.1% | 51,990 | $6.0M |
| Retirement Financial Solutions, LLC | 1.70% | Add +7.2% | 50,751 | $5.8M |
| Money Concepts Capital Corp. | 0.31% | Add +416.5% | 48,074 | $5.5M |
| Wealth Management Partners, LLC | 1.56% | Reduce -6.8% | 47,752 | $5.5M |
| Absolute Capital Management, LLC | 1.94% | Add +6.3% | 46,541 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +58.5% | 46,346 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.3% | 44,615 | $5.1M |
| Intrua Financial, LLC | 0.55% | Reduce -4.9% | 44,022 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +10.7% | 43,769 | $5.0M |
| RVW Wealth, LLC | 0.38% | Reduce -1.3% | 43,443 | $5.0M |
| Perennial Investment Advisors, LLC | 0.38% | Add +1.7% | 42,342 | $4.8M |
| AdvisorNet Financial, Inc | 0.26% | Add +7.5% | 41,963 | $4.8M |
| Tompkins Financial Corp. | 0.36% | Reduce -0.2% | 40,122 | $4.6M |
| Forge Financial Services LLC | 1.89% | Reduce -1.0% | 38,550 | $4.4M |
| Essex Financial Services, Inc. | 0.25% | Add +5.8% | 38,198 | $4.4M |
| World Investment Advisors | 0.07% | Reduce -12.8% | 37,716 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -5.4% | 36,371 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +104.1% | 36,230 | $4.1M |
| Harbor Asset Planning, Inc. | 3.46% | Add +6.7% | 35,335 | $4.0M |
| Ignite Planners, LLC | 0.60% | Add +52.8% | 33,142 | $3.9M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 34,095 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +63.8% | 32,725 | $3.7M |
| Kelman-Lazarov, Inc. | 0.53% | Reduce -1.4% | 32,654 | $3.7M |
| Sunbelt Securities, Inc. | 0.24% | Add +21.5% | 30,801 | $3.5M |
| AssuredPartners Investment Advisors, LLC | 0.52% | Add +422.3% | 30,714 | $3.5M |
"% 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.