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Invesco S&P 500 Revenue ETF (RWL) Institutional Ownership

Invesco S&P 500 Revenue ETF logo
$98.79 +1.36 (+1.40%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Revenue ETF (NYSEARCA:RWL)

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$853.98M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$109.38M
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RWL Institutional Buying and Selling by Quarter

Invesco S&P 500 Revenue ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Kingsview Wealth Management LLC46,876$4.66M0.1%+102.7%0.089%
5/2/2025Legacy Capital Wealth Partners LLC80,370$7.48M1.6%-14.1%0.152%
5/2/2025Landaas & Co. WI ADV3,595$357K0.1%+6.1%0.007%
5/2/2025Apollon Wealth Management LLC9,514$945K0.0%N/A0.018%
5/1/2025 Florida Financial Advisors LLC2,934$291K0.1%N/A0.006%
5/1/2025 CWM LLC2,885$287K0.0%+61.3%0.005%
5/1/2025 TFR Capital LLC.84,583$8.40M3.5%-2.8%0.160%
5/1/2025 Fifth Third Securities Inc.8,415$836K0.1%+43.0%0.016%
5/1/2025 Rik Saylor Financial Inc.12,896$1.28M1.1%+8.6%0.024%
4/30/2025 Allworth Financial LP2,211,381$213.55M1.2%+0.3%4.178%
4/30/2025 Axxcess Wealth Management LLC59,729$5.93M0.2%N/A0.113%
4/30/2025 M&T Bank Corp2,731$271K0.0%-4.6%0.005%
4/30/2025 Stratos Wealth Partners LTD.60,397$6M0.1%-24.6%0.114%
4/29/2025 Envestnet Asset Management Inc.138,787$13.79M0.0%+113.7%0.262%
4/29/2025 Chilton Capital Management LLC401$40K0.0%-25.6%0.001%
4/29/2025 Concurrent Investment Advisors LLC15,494$1.54M0.0%+100.6%0.029%
4/29/2025 Bank of New York Mellon Corp852,081$84.65M0.0%N/A1.610%
4/29/2025 World Investment Advisors43,411$4.31M0.1%+0.4%0.082%
4/29/2025 Brookstone Capital Management40,281$4.00M0.1%+18.0%0.076%
4/28/2025 Fusion Family Wealth LLC1,570,573$156.02M14.3%+7.0%2.967%
4/28/2025 Mutual Advisors LLC2,175$210K0.0%-4.7%0.004%
4/28/2025 Private Trust Co. NA2,419$240K0.0%-13.5%0.005%
4/25/2025 Ameritas Advisory Services LLC57,795$5.74M0.2%-6.3%0.109%
4/25/2025 Essex Financial Services Inc.30,992$3.08M0.2%+9.4%0.059%
4/25/2025 Sovran Advisors LLC2,337$219K0.0%N/A0.004%
4/25/2025 Colonial River Investments LLC75,127$7.46M4.1%N/A0.142%
4/24/2025 Golden State Wealth Management LLC16,379$1.63M0.2%+129.4%0.031%
4/24/2025 Money Concepts Capital Corp6,595$655K0.0%+11.6%0.012%
4/24/2025 Bartlett & CO. Wealth Management LLC574$57K0.0%N/A0.001%
4/24/2025 Holistic Planning LLC12,581$1.25M0.4%N/A0.024%
4/24/2025 Kraft Davis & Associates LLC94,227$8.87M2.8%-48.1%0.178%
4/23/2025 Western Wealth Management LLC66,818$6.64M0.4%+1.5%0.126%
4/23/2025 Wealth Effects LLC2,025$201K0.1%N/A0.004%
4/23/2025 Pinnacle Bancorp Inc.488$48K0.0%-28.0%0.001%
4/23/2025 Golden State Wealth Management LLC32,754$3.25M0.2%+358.7%0.062%
4/23/2025 Bessemer Group Inc.4,600$457K0.0%-16.7%0.009%
4/23/2025 E&G Advisors LP14,343$1.43M0.4%+5.3%0.027%
4/23/2025 Mission Hills Financial Advisory LLC65,949$6.55M4.5%-1.9%0.125%
4/23/2025 Investment Planning Advisors Inc.21,620$2.15M0.9%-84.6%0.041%
4/23/2025 Consolidated Portfolio Review Corp42,161$4.19M0.7%+21.3%0.080%
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4/23/2025 AssuredPartners Investment Advisors LLC36,463$3.62M0.7%+6.3%0.069%
4/23/2025 Crewe Advisors LLC374$37K0.0%N/A0.001%
4/22/2025 Rodgers & Associates LTD22,899$2.28M0.3%-4.3%0.043%
4/22/2025 Cambridge Investment Research Advisors Inc.49,450$4.91M0.0%-14.0%0.093%
4/22/2025 Aspire Capital Advisors LLC118,917$11.81M3.5%-19.8%0.225%
4/22/2025 Retirement Planning Group LLC NY48,852$4.85M4.9%+8.6%0.092%
4/22/2025 Denver Wealth Management Inc.142,149$14.12M6.4%-2.8%0.269%
4/21/2025 ERn Financial LLC385,849$38.33M6.1%-3.3%0.729%
4/21/2025 United Advisor Group LLC4,484$445K0.1%+27.5%0.008%
4/21/2025 Envestnet Portfolio Solutions Inc.7,356$731K0.0%-27.6%0.014%
4/21/2025 Cadent Capital Advisors LLC121,162$12.04M4.3%-3.3%0.229%
4/21/2025 Kingswood Wealth Advisors LLC46,120$4.58M0.2%+1.1%0.087%
4/17/2025 Janney Montgomery Scott LLC20,298$2.02M0.0%+4.2%0.038%
4/17/2025 Stewardship Advisors LLC215,550$21.41M5.8%+11.1%0.407%
4/17/2025 Total Clarity Wealth Management Inc.30,764$3.01M1.0%-0.8%0.058%
4/17/2025 Dynamic Advisor Solutions LLC11,647$1.16M0.0%-1.0%0.022%
4/17/2025 Tcfg Wealth Management LLC6,148$611K0.3%+32.4%0.012%
4/16/2025 Wealth Enhancement Advisory Services LLC94,179$9.36M0.0%-4.2%0.178%
4/15/2025 Kozak & Associates Inc.569,709$54.40M13.5%+3.6%1.091%
4/15/2025 Simplicity Wealth LLC17,866$1.78M0.1%+21.9%0.034%
4/15/2025 Wealthcare Advisory Partners LLC60,978$6.06M0.2%+4.9%0.117%
4/10/2025 Fermata Advisors LLC93,546$9.29M1.7%-11.4%0.179%
4/10/2025 Secure Asset Management LLC5,058$502K0.1%+23.5%0.010%
4/10/2025 Key Client Fiduciary Advisors LLC18,765$1.86M0.8%+0.7%0.036%
4/9/2025 Merit Financial Group LLC180,540$17.94M0.3%+8.0%0.346%
4/9/2025 Harbor Investment Advisory LLC577$57K0.0%-16.4%0.001%
4/9/2025 Flagstar Advisors Inc.2,102$209K0.1%-19.0%0.004%
4/9/2025 NBC Securities Inc.1,256$124K0.0%+125,500.0%0.002%
4/8/2025 Lowe Wealth Advisors LLC300$30K0.0%-40.0%0.001%
4/7/2025 Tompkins Financial Corp40,554$4.03M0.4%-2.3%0.078%
4/7/2025 GAMMA Investing LLC22,948$22.80M0.0%+9,834.2%0.044%
4/7/2025 AdvisorNet Financial Inc35,892$3.57M0.3%+2.7%0.069%
3/17/2025 Wealth Enhancement Advisory Services LLC98,262$9.62M0.0%+4.4%0.194%
3/6/2025 TFR Capital LLC.87,026$8.52M4.2%N/A0.174%
2/28/2025Brooklyn FI LLC16,000$1.60M0.3%N/A0.032%
2/24/2025Ameriflex Group Inc.867$89K0.0%N/A0.002%
2/24/2025 United Advisor Group LLC3,516$344K0.1%-31.2%0.007%
2/20/2025Michels Family Financial LLC2,975$291K0.3%N/A0.009%
2/19/2025 Retirement Planning Group LLC NY45,002$4.41M4.9%N/A0.133%
2/18/2025GTS Securities LLC4,965$486K0.0%N/A0.015%
2/18/2025Mpwm Advisory Solutions LLC405$40K0.0%N/A0.001%
2/17/2025Visionary Wealth Advisors6,487$635K0.0%+4.3%0.019%
2/17/2025Redwood Financial Network Corp6,116$599K0.4%+10.2%0.018%
2/17/2025Main Street Group LTD3,131$307K0.1%+3.8%0.009%
2/17/2025Obermeyer Wealth Partners7,510$735K0.0%+2.0%0.022%
2/17/2025D. E. Shaw & Co. Inc.8,535$836K0.0%-30.1%0.025%
2/17/2025Cetera Investment Advisers238,227$23.33M0.0%+14.1%0.702%
2/17/2025Citadel Advisors LLC2,347$230K0.0%N/A0.007%
2/17/2025Baird Financial Group Inc.8,454$828K0.0%N/A0.025%
2/17/2025Bank of America Corp DE1,956,141$191.55M0.0%+4.9%5.762%
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2/17/2025Ameriprise Financial Inc.3,231,920$316.47M0.1%+0.6%9.520%
2/17/2025Ancora Advisors LLC56,976$5.58M0.1%-1.3%0.168%
2/14/2025Pennington Partners & CO. LLC4,668$457K0.2%N/A0.014%
2/14/2025Mercer Global Advisors Inc. ADV8,840$866K0.0%-7.2%0.026%
2/14/2025Comerica Bank8,024$786K0.0%-15.6%0.024%
2/14/2025Integrated Wealth Concepts LLC36,618$3.59M0.0%+6.0%0.108%
2/14/2025Susquehanna International Group LLP29,677$2.91M0.0%N/A0.087%
2/14/2025IHT Wealth Management LLC21,996$2.15M0.1%-33.9%0.065%
2/14/2025Stifel Financial Corp276,350$27.06M0.0%+3.4%0.814%
2/14/2025MML Investors Services LLC127,379$12.47M0.0%+1.6%0.375%
(Data available from 1/1/2016 forward)

RWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWL shares?

During the previous two years, 229 institutional investors and hedge funds held shares of Invesco S&P 500 Revenue ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($2.13B), LPL Financial LLC ($391.46M), Ameriprise Financial Inc. ($316.47M), Allworth Financial LP ($213.55M), Bank of America Corp DE ($191.55M), Fusion Family Wealth LLC ($156.02M), and Invesco Ltd. ($119.98M).Learn more on RWL's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Revenue ETF stock?

Of the 205 institutional investors that purchased Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.94M), Invesco Ltd. ($1.23M), Raymond James Financial Inc. ($1.08M), Allworth Financial LP ($967.14K), Bank of New York Mellon Corp ($852.08K), Kozak & Associates Inc. ($415.53K), and Raymond James Financial Services Advisors Inc. ($403.25K).

How much institutional buying is happening at Invesco S&P 500 Revenue ETF?

Institutional investors have bought a total of 12,960,188 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which Invesco S&P 500 Revenue ETF major shareholders have been selling company stock?

Of the 100 institutional investors that sold Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($238.05K), Investment Planning Advisors Inc. ($123.46K), Envestnet Asset Management Inc. ($118.72K), Stratos Wealth Partners LTD. ($114.43K), Legacy Capital Wealth Partners LLC ($101.90K), Atria Wealth Solutions Inc. ($98.02K), and Kraft Davis & Associates LLC ($87.21K).

How much institutional selling is happening at Invesco S&P 500 Revenue ETF?

Institutional investors have sold a total of 1,533,208 shares in the last 24 months. This volume of shares sold represents approximately $143.48M in transactions.



This page (NYSEARCA:RWL) was last updated on 5/2/2025 by MarketBeat.com Staff
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