Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q1 2026 (March 31)323holders +21
42new positions
20sold out
2famous investors
$114.92avg. 13F price*
At the end of Q1 2026, 323 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 21 from Q4 2025. 42 opened new positions and 20 sold out. The largest holders were Invesco Ltd. ($1.2B), LPL Financial LLC ($758.2M) and Ameriprise Financial Inc. ($454.3M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $71.1M |
| Exits | 20 | $14.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,692,492 shares bought and 648,762 shares sold, net +6,043,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Invesco Ltd. | 0.12% | Add +16.5% | 10,484,128 | $1.2B |
| LPL Financial LLC | 0.20% | Add +12.4% | 6,598,106 | $758.2M |
| Ameriprise Financial Inc. | 0.11% | Add +4.8% | 3,951,429 | $454.3M |
| Morgan Stanley | 0.02% | Add +4.3% | 3,289,045 | $377.9M |
| Bank of America Corp. | 0.02% | Add +0.3% | 2,194,937 | $252.2M |
| Vantagepoint Investment Advisers LLC | 2.10% | Reduce -4.9% | 2,160,662 | $248.3M |
| Bank of New York Mellon Corp | 0.04% | Add +71.6% | 1,690,687 | $194.3M |
| Fusion Family Wealth, LLC | 14.39% | Add +3.0% | 1,677,074 | $192.7M |
| Allworth Financial LP | 0.58% | Reduce -1.0% | 1,249,240 | $143.6M |
| Osaic Holdings, Inc. | 0.20% | Add +0.1% | 1,202,494 | $138.2M |
| Cetera Investment Advisers | 0.13% | Add +25.5% | 1,091,140 | $125.4M |
| Raymond James Financial Inc. | 0.04% | Add +12.8% | 1,009,372 | $116.0M |
| Jones Financial Companies LLLP | 0.05% | Add +25.1% | 988,544 | $111.5M |
| Commonwealth Equity Services, LLC | 0.13% | Add +6.2% | 806,482 | $92.7M |
| Wells Fargo & Company | 0.02% | Add +1.4% | 785,747 | $90.3M |
| Capital Analysts, LLC | 2.10% | Add +46576.7% | 695,950 | $80.0M |
| Kozak & Associates, Inc. | 13.64% | Add +2.0% | 586,597 | $70.0M |
| Equitable Holdings, Inc. | 0.39% | Add +51.0% | 532,466 | $61.0M |
| UBS Group AG | 0.01% | Reduce -2.6% | 527,361 | $60.6M |
| Kestra Advisory Services, LLC | 0.20% | Add +9.3% | 468,418 | $53.8M |
| Cerity Partners LLC | 0.06% | Add +0.5% | 385,638 | $44.3M |
| Klingman & Associates, LLC | 1.83% | Add +8.8% | 329,029 | $37.8M |
| Stewardship Advisors, LLC | 8.42% | Add +2.0% | 318,852 | $36.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +88.6% | 297,540 | $34.2M |
| Private Advisor Group, LLC | 0.16% | Add +15.2% | 293,576 | $33.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.9% | 287,407 | $33.0M |
| Tanglewood Legacy Advisors, LLC | 11.83% | Add +4.2% | 284,639 | $32.7M |
| Scarborough Advisors, LLC | 3.33% | Add +9.6% | 264,701 | $30.4M |
| Asset Allocation Strategies LLC | 5.23% | Add +8.6% | 256,235 | $29.4M |
| Everest Financial Group LLC | 4.73% | Add +4.5% | 249,841 | $28.7M |
| Investment Planning Advisors, Inc. | 7.71% | Add +46.9% | 243,712 | $28.0M |
| Axxcess Wealth Management, LLC | 0.86% | Reduce -29.8% | 234,702 | $27.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.9% | 213,662 | $24.6M |
| Thoroughbred Financial Services, LLC | 1.44% | Add +1.9% | 209,642 | $24.1M |
| Atlas Legacy Advisors, LLC | 4.16% | Add +8.4% | 198,206 | $22.8M |
| Mariner, LLC | 0.03% | Reduce -3.4% | 196,050 | $22.5M |
| Sanctuary Advisors, LLC | 0.12% | Add +10.6% | 193,233 | $22.2M |
| Merit Financial Group, LLC | 0.16% | Add +7.7% | 188,740 | $21.7M |
| MML Investors Services, LLC | 0.06% | Reduce -3.6% | 184,688 | $21.2M |
| Independent Advisor Alliance | 0.22% | New | 175,327 | $20.1M |
| Cadent Capital Advisors, LLC | 5.14% | Add +31.4% | 169,173 | $19.4M |
| Denver Wealth Management, Inc. | 6.65% | Add +5.4% | 168,293 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.2% | 162,546 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +21.2% | 158,316 | $18.2M |
| EverSource Wealth Advisors, LLC | 0.56% | Add +1.3% | 158,033 | $18.2M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +13.6% | 157,708 | $18.1M |
| Harbour Investments, Inc. | 0.27% | Add +36.4% | 152,833 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 152,054 | $17.5M |
| Aspire Capital Advisors LLC | 3.75% | Add +19.0% | 145,078 | $16.7M |
| Blue Water Asset Management | 5.59% | Reduce -1.3% | 140,791 | $16.2M |
| LeClair Wealth Partners LLC | 5.59% | New | 140,791 | $16.2M |
| NewEdge Advisors, LLC | 0.05% | Add +253.5% | 128,084 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +270.8% | 121,344 | $13.9M |
| Ancora Advisors LLC | 0.30% | Add +115.2% | 120,694 | $13.9M |
| Colonial River Investments, LLC | 4.35% | Add +2.7% | 105,806 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +15.0% | 105,073 | $12.1M |
| Sonoma Allocations LLC | 3.90% | Reduce -5.5% | 97,079 | $11.3M |
| Moneco Advisors, LLC | 0.83% | Add +11.2% | 93,169 | $10.7M |
| Kraft, Davis & Associates, LLC | 2.25% | Reduce -13.8% | 85,150 | $10.5M |
| TFR Capital, LLC. | 3.19% | Add +0.6% | 90,373 | $10.4M |
| Retirement Planning Group, LLC / NY | 5.85% | Add +12.4% | 79,036 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +24.7% | 78,736 | $9.0M |
| Total Clarity Wealth Management, Inc. | 2.12% | Add +3.2% | 78,687 | $9.0M |
| Geneos Wealth Management Inc. | 0.20% | Add +5.3% | 74,798 | $8.6M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +4.2% | 73,596 | $8.5M |
| Resonant Capital Advisors, LLC | 0.44% | Add +2.6% | 72,877 | $8.4M |
| Legacy Capital Wealth Partners, LLC | 1.72% | Add +8.5% | 78,707 | $8.4M |
| Mission Hills Financial Advisory, LLC | 3.97% | Add +1.8% | 67,427 | $7.7M |
| Western Wealth Management, LLC | 0.29% | Reduce -0.1% | 66,814 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -8.7% | 65,271 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +45.2% | 64,791 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.8% | 64,752 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +87.5% | 63,910 | $7.3M |
| Brookstone Capital Management | 0.08% | Reduce -48.5% | 58,699 | $6.7M |
| Garden State Investment Advisory Services LLC | 1.57% | Add +4.0% | 56,976 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -8.9% | 55,082 | $6.3M |
| Avestar Capital, LLC | 0.42% | Add +2.0% | 53,045 | $6.1M |
| Nwam LLC | 0.34% | Add +0.1% | 51,825 | $6.0M |
| Petix & Botte Co | 2.65% | Reduce -44.1% | 51,488 | $5.9M |
| Retirement Financial Solutions, LLC | 1.67% | Add +0.1% | 50,787 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -46.8% | 49,548 | $5.7M |
| Intrua Financial, LLC | 0.61% | Add +12.5% | 49,521 | $5.7M |
| AE Wealth Management LLC | 0.03% | Add +11.3% | 48,701 | $5.6M |
| Absolute Capital Management, LLC | 1.78% | Add +0.3% | 46,687 | $5.4M |
| Oxford Wealth Group, LLC | 2.91% | Reduce -13.4% | 46,355 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 46,306 | $5.3M |
| Wealth Management Partners, LLC | 1.49% | Reduce -5.0% | 45,355 | $5.2M |
| WJ Wealth Management, LLC | 2.32% | New | 43,168 | $5.0M |
| RVW Wealth, LLC | 0.38% | Reduce -2.1% | 42,548 | $4.9M |
| AdvisorNet Financial, Inc | 0.25% | Add +0.6% | 42,232 | $4.9M |
| Perennial Investment Advisors, LLC | 0.39% | Reduce -0.5% | 42,125 | $4.8M |
| Essex Financial Services, Inc. | 0.27% | Add +7.8% | 41,191 | $4.7M |
| Optima Capital LLC | 2.17% | Add +36.3% | 40,705 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +73.9% | 40,377 | $4.6M |
| Tompkins Financial Corp. | 0.36% | Reduce -2.2% | 39,242 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +60.0% | 38,976 | $4.5M |
| World Investment Advisors | 0.07% | Add +2.1% | 38,506 | $4.4M |
| Forge Financial Services LLC | 0.45% | Reduce -0.1% | 38,491 | $4.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +87.0% | 37,885 | $4.4M |
| Harbor Asset Planning, Inc. | 3.63% | Add +6.3% | 37,578 | $4.3M |
"% 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.