Go Pro

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

Invesco S&P 500 Revenue ETF logo
$130.69 -0.84 (-0.64%)
Closing price 04:10 PM Eastern
Extended Trading
$131.40 +0.71 (+0.54%)
As of 06:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$325.02M
Get RWL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/23/2026 Envestnet Asset Management Inc.423,720$54.13M0.0%+42.4%0.565%
9/9/2026 The Manufacturers Life Insurance Company63,756$8.15M0.0%-0.2%0.087%
9/9/2026 MCF Advisors LLC2,467$315K0.0%+34.1%0.003%
9/9/2026 Capital Analysts LLC688,862$88.01M2.0%-1.0%0.937%
9/9/2026 Integrated Wealth Concepts LLC29,702$3.80M0.0%-21.6%0.040%
9/9/2026 RFG Advisory LLC4,501$575K0.0%+8.0%0.006%
9/9/2026 NewEdge Advisors LLC142,067$18.15M0.1%+10.9%0.193%
9/9/2026 Baird Financial Group Inc.3,679$470K0.0%-22.9%0.005%
9/8/2026 Allworth Financial LP957,224$122.30M0.5%-23.4%1.302%
9/2/2026 Kinetic Wealth Investment Advisors LLC17,530$2.24M1.1%N/A0.024%
9/2/2026 Citadel Advisors LLC30,621$3.91M0.0%N/A0.042%
8/23/2026 Ameritas Advisory Services LLC8,613$1.10M0.0%+168.8%0.012%
8/23/2026 Aspire Capital Advisors LLC149,668$19.12M3.7%+3.2%0.204%
8/23/2026 Asset Allocation Strategies LLC227,158$29.02M4.3%-11.3%0.309%
8/22/2026 TOP Private Wealth LLC.13,398$1.71M1.6%N/A0.018%
8/22/2026 MOR Wealth Management LLC4,984$637K0.3%-5.3%0.007%
8/22/2026 Rik Saylor Financial Inc.23,574$3.01M1.9%+24.7%0.032%
8/22/2026 Concurrent Investment Advisors LLC125,695$16.06M0.1%+3.6%0.171%
8/21/2026 Rodgers & Associates LTD21,724$2.78M0.2%-0.5%0.030%
8/21/2026 Secure Asset Management LLC10,463$1.34M0.2%-2.6%0.014%
7/10/2026 Wealthcare Advisory Partners LLC15,924$2.04M0.0%-84.8%0.022%
7/9/2026 Kraft Davis & Associates LLC89,476$11.57M2.4%+5.1%0.122%
7/9/2026 Key Client Fiduciary Advisors LLC21,362$2.73M0.8%+0.4%0.030%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,219$156K0.1%+13.2%0.002%
7/8/2026 RVW Wealth LLC42,754$5.46M0.4%+0.5%0.059%
7/7/2026 Dynamic Advisor Solutions LLC10,391$1.33M0.0%-2.3%0.014%
7/2/2026 Kozak & Associates Inc.333,763$42.88M7.4%-43.1%0.462%
7/2/2026 CX Institutional91,198$11.65M0.3%N/A0.126%
6/23/2026 MTM Financial Group LLC21,649$2.49M1.2%+14.2%0.031%
6/3/2026 NewEdge Advisors LLC128,084$14.72M0.1%+253.5%0.181%
5/19/2026 Western Wealth Management LLC66,814$7.68M0.3%-0.1%0.094%
5/19/2026 Sonoma Allocations LLC97,079$11.28M3.9%-5.5%0.137%
5/19/2026 NewEdge Advisors LLC112,802$12.96M0.3%+211.3%0.159%
5/19/2026 Bank of America Corp DE2,194,937$252.22M0.0%+0.3%3.100%
5/19/2026 Arkadios Wealth Advisors13,890$1.60M0.0%+384.3%0.020%
5/18/2026Sunbelt Securities Inc.35,816$4.12M0.3%+16.3%0.051%
5/18/2026 EverSource Wealth Advisors LLC158,033$18.16M0.6%+1.3%0.223%
5/18/2026 Royal Bank of Canada152,054$17.47M0.0%+10.0%0.215%
5/16/2026 The Manufacturers Life Insurance Company63,910$7.34M0.0%+87.4%0.090%
5/15/2026 Everest Financial Group LLC249,841$28.71M4.7%+4.6%0.353%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
5/14/2026 Klingman & Associates LLC329,029$37.81M1.8%+8.8%0.465%
5/14/2026 Modern Wealth Management LLC16,410$1.89M0.0%N/A0.023%
5/13/2026 Cetera Investment Advisers1,091,140$125.38M0.1%+25.5%1.541%
5/8/2026 PNC Financial Services Group Inc.1,541$177K0.0%+102.8%0.002%
5/7/2026 Scarborough Advisors LLC264,701$30.42M3.3%+9.6%0.374%
5/6/2026 Zhang Financial LLC1,741$200K0.0%N/A0.002%
5/6/2026 Assetmark Inc.953$110K0.0%+100.6%0.001%
5/6/2026 Main Street Group LTD2,803$322K0.1%-2.9%0.004%
5/6/2026 Independent Financial Group LLC29,154$3.35M0.1%N/A0.041%
5/5/2026 RFG Bristol Wealth Advisors LLC10,161$1.17M0.3%-55.0%0.014%
5/5/2026 Bank of New York Mellon Corp1,690,687$194.28M0.0%+71.6%2.388%
5/5/2026 Geneos Wealth Management Inc.74,798$8.60M0.2%+5.2%0.106%
5/5/2026 Fusion Family Wealth LLC1,677,074$192.71M14.4%+3.0%2.369%
5/5/2026 Sanctuary Advisors LLC193,233$22.20M0.1%+10.6%0.273%
5/5/2026 Sigma Planning Corp5,450$626K0.0%+44.7%0.008%
5/4/2026 TFR Capital LLC.90,373$10.39M3.2%+0.6%0.128%
5/2/2026 Valmark Advisers Inc.2,008$231K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp11,076$1.27M0.0%N/A0.016%
5/1/2026 Simplicity Wealth LLC22,778$2.62M0.1%+15.6%0.032%
5/1/2026 Petix & Botte Co102,976$11.83M2.6%+11.7%0.145%
4/30/2026 Kestra Advisory Services LLC468,418$53.83M0.2%+9.3%0.662%
4/30/2026 Money Concepts Capital Corp15,903$1.83M0.1%-66.9%0.022%
4/29/2026 Axxcess Wealth Management LLC234,702$26.97M0.9%-29.8%0.332%
4/29/2026 Resonant Capital Advisors LLC72,877$8.37M0.4%+2.6%0.103%
4/29/2026 Integrated Advisors Network LLC4,968$571K0.0%+84.8%0.007%
4/28/2026 Stephens Inc. AR3,700$425K0.0%+65.8%0.005%
4/28/2026 Tanglewood Legacy Advisors LLC284,639$32.71M11.8%+4.2%0.400%
4/27/2026 Kelman Lazarov Inc.32,518$3.74M0.5%-0.4%0.046%
4/27/2026 World Investment Advisors38,506$4.43M0.1%+2.1%0.054%
4/27/2026 PAX Financial Group LLC33,505$3.85M0.7%N/A0.047%
4/27/2026 USAdvisors Wealth Management LLC2,658$299K0.1%+7.6%0.004%
4/27/2026 Private Advisor Group LLC293,576$33.74M0.2%+15.2%0.413%
4/27/2026 MOR Wealth Management LLC5,263$605K0.3%-8.4%0.007%
4/27/2026 Elevation Point Wealth Partners LLC28,857$3.32M0.1%-1.7%0.041%
4/24/2026 Essex Financial Services Inc.41,191$4.73M0.3%+7.8%0.058%
4/24/2026Tcfg Wealth Management LLC21,791$2.50M0.9%+3.2%0.031%
4/24/2026 Key Financial Inc8,784$1.01M0.2%+23.1%0.012%
4/23/2026 Intrua Financial LLC49,521$5.69M0.6%+12.5%0.070%
4/23/2026 Investment Planning Advisors Inc.243,712$28.01M7.7%+46.9%0.343%
4/23/2026 Asset Allocation Strategies LLC256,235$29.44M5.2%+8.6%0.360%
4/23/2026 Apollon Wealth Management LLC2,964$341K0.0%-26.9%0.004%
4/22/2026 Patriot Financial Group Insurance Agency LLC13,572$1.56M0.1%+104.7%0.019%
4/22/2026 Janney Montgomery Scott LLC38,976$4.48M0.0%+60.0%0.055%
4/22/2026 Cornerstone Wealth Group LLC3,504$426K0.0%N/A0.005%
4/22/2026 Harbor Asset Planning Inc.37,578$4.32M3.6%+6.3%0.053%
4/22/2026 Meridian Financial Advisors LLC23,803$2.74M1.5%+36.5%0.033%
4/21/2026 Retirement Planning Group LLC NY79,036$9.08M5.9%+12.4%0.111%
4/20/2026 Kestra Private Wealth Services LLC65,271$7.50M0.1%-8.7%0.092%
4/20/2026 RFG Advisory LLC4,168$479K0.0%+23.3%0.006%
4/17/2026 Wealth Management Partners LLC45,355$5.21M1.5%-5.0%0.064%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/17/2026 Total Clarity Wealth Management Inc.78,687$9.04M2.1%+3.2%0.110%
4/17/2026 Signal Advisors Wealth LLC4,377$503K0.0%N/A0.006%
4/17/2026 AdvisorNet Financial Inc42,232$4.85M0.3%+0.6%0.059%
4/17/2026 Stewardship Advisors LLC318,852$36.64M8.4%+2.0%0.447%
4/17/2026 Brookstone Capital Management58,699$6.75M0.1%-48.5%0.082%
4/16/2026 Evolve Private Wealth LLC5,144$591K0.0%-10.5%0.007%
4/15/2026 Nations Financial Group Inc. IA ADV17,261$1.98M0.1%-10.6%0.024%
3/17/2026 Rockefeller Capital Management L.P.44,615$5.11M0.0%+1.3%0.068%
3/13/2026 World Investment Advisors37,716$4.32M0.1%-12.8%0.058%
2/27/2026 OakTrust Wealth Advisors LLC1,924$220K0.2%N/A0.003%


RWL Institutional Ownership - Frequently Asked Questions

During the previous two years, 309 institutional investors and hedge funds held shares of Invesco S&P 500 Revenue ETF. The most heavily invested institutionals were Invesco Ltd. ($1.03B), LPL Financial LLC ($672.22M), Ameriprise Financial Inc. ($403.34M), Morgan Stanley ($361.25M), Vantagepoint Investment Advisers LLC ($260.04M), Bank of America Corp DE ($252.22M), and Bank of New York Mellon Corp ($194.28M).Learn more on Invesco S&P 500 Revenue ETF's institutional investors.

Of the 282 institutional investors that purchased Invesco S&P 500 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($9.18M), Vantagepoint Investment Advisers LLC ($2.27M), LPL Financial LLC ($1.99M), Bank of New York Mellon Corp ($1.68M), Axxcess Wealth Management LLC ($1.57M), Northwestern Mutual Wealth Management Co. ($1.32M), and Raymond James Financial Inc. ($1.30M).

Institutional investors have bought a total of 12,749,595 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Of the 86 institutional investors that sold Invesco S&P 500 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($1.31M), Kozak & Associates Inc. ($260.62K), Invesco Ltd. ($174.93K), Commonwealth Equity Services LLC ($122.04K), RFG Bristol Wealth Advisors LLC ($115.01K), Axxcess Wealth Management LLC ($99.78K), and Wealthcare Advisory Partners LLC ($89.15K).

Institutional investors have sold a total of 2,775,467 shares in the last 24 months. This volume of shares sold represents approximately $325.02M in transactions.



Institutional ownership data for NYSEARCA:RWL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners