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

Invesco S&P 500 Revenue ETF logo
$105.39 +0.36 (+0.34%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Revenue ETF (NYSEARCA:RWL)

Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$132.88M
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RWL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Kozak & Associates Inc.578,420$60.75M12.4%+1.5%1.036%
7/10/2025Stewardship Advisors LLC217,350$22.67M5.7%+0.8%0.389%
7/10/2025Wealth Enhancement Advisory Services LLC96,366$10.18M0.0%+2.3%0.173%
7/10/2025Tompkins Financial Corp40,207$4.19M0.4%-0.9%0.072%
7/10/2025Secure Asset Management LLC6,783$707K0.1%+34.1%0.012%
7/10/2025KMG Fiduciary Partners LLC9,143$954K0.1%-2.8%0.016%
7/10/2025Sovran Advisors LLC2,121$222K0.0%-9.2%0.004%
7/9/2025 Fermata Advisors LLC11,734$1.22M0.3%-87.5%0.021%
7/9/2025 Key Client Fiduciary Advisors LLC19,010$1.98M0.8%+1.3%0.034%
7/7/2025 Nova Wealth Management Inc.7,388$770K0.6%-2.0%0.013%
6/27/2025Goldman Sachs Group Inc.38,148$3.79M0.0%-68.3%0.069%
5/29/2025 Nova Wealth Management Inc.7,542$748K0.6%+21.1%0.014%
5/28/2025Jones Financial Companies Lllp359,461$35.38M0.0%+64.7%0.669%
5/28/2025Intrua Financial LLC47,438$4.71M0.7%+2.2%0.088%
5/27/2025Jacobi Capital Management LLC2,364$235K0.0%-7.3%0.004%
5/21/2025Geneos Wealth Management Inc.125,978$12.52M0.4%+170.3%0.234%
5/20/2025Belpointe Asset Management LLC8,608$855K0.0%N/A0.016%
5/20/2025Focus Partners Wealth37,938$3.77M0.0%+25.9%0.071%
5/20/2025Flaharty Asset Management LLC5,928$589K0.1%-9.9%0.011%
5/19/2025Jane Street Group LLC6,874$683K0.0%N/A0.013%
5/19/2025SCS Capital Management LLC3,111$309K0.0%N/A0.006%
5/16/2025Goldman Sachs Group Inc.38,148$3.79M0.0%-68.3%0.071%
5/16/2025Jones Financial Companies Lllp241,128$23.95M0.0%+10.5%0.449%
5/16/2025Redwood Financial Network Corp7,675$762K0.6%+25.5%0.014%
5/16/2025NewEdge Advisors LLC21,254$2.11M0.0%+25.6%0.040%
5/16/2025Integrated Wealth Concepts LLC35,733$3.55M0.0%-2.4%0.066%
5/16/2025Ancora Advisors LLC56,496$5.61M0.1%-0.8%0.105%
5/15/2025Ameriflex Group Inc.8,785$873K0.4%+913.3%0.016%
5/15/2025Royal Bank of Canada143,125$14.22M0.0%+5.2%0.266%
5/15/2025Baird Financial Group Inc.12,302$1.22M0.0%+45.5%0.023%
5/14/2025Comerica Bank10,056$999K0.0%+25.3%0.019%
5/14/2025Northwestern Mutual Wealth Management Co.229,702$22.82M0.0%+30.6%0.427%
5/14/2025Kestra Advisory Services LLC204,129$20.28M0.1%+40.6%0.380%
5/14/2025Ameriprise Financial Inc.4,214,182$418.80M0.1%+30.4%7.840%
5/14/2025Petix & Botte Co59,078$5.87M1.5%+38.3%0.110%
5/13/2025Raymond James Financial Inc.685,223$68.07M0.0%+27.3%1.275%
5/13/2025Nations Financial Group Inc. IA ADV26,151$2.60M0.2%-9.1%0.049%
5/13/2025EverSource Wealth Advisors LLC143,687$14.27M0.8%+4.0%0.267%
5/13/2025Trivium Point Advisory LLC72,384$7.19M0.9%+54.5%0.135%
5/13/2025Klingman & Associates LLC284,369$28.25M1.7%+6.4%0.529%
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5/12/2025Invesco Ltd.7,845,673$779.39M0.1%+540.3%14.597%
5/9/2025Atlantic Private Wealth LLC528$52K0.0%N/A0.001%
5/9/2025Atria Wealth Solutions Inc.74,743$7.43M0.1%+25.9%0.139%
5/9/2025Thoroughbred Financial Services LLC160,985$15.99M1.0%+6.9%0.300%
5/9/2025Commonwealth Equity Services LLC698,028$69.34M0.1%+77.8%1.299%
5/8/2025MONECO Advisors LLC76,811$7.63M0.8%+1.9%0.143%
5/8/2025Harbour Investments Inc.106,638$10.59M0.3%+7.0%0.198%
5/8/2025RVW Wealth LLC45,567$4.53M0.4%-8.9%0.085%
5/8/2025Arkadios Wealth Advisors2,377$236K0.0%N/A0.004%
5/8/2025Geneos Wealth Management Inc.139,124$13.82M0.4%+198.6%0.263%
5/7/2025Atlas Legacy Advisors LLC154,187$15.47M3.9%N/A0.291%
5/7/2025LPL Financial LLC4,111,859$408.47M0.2%+2.9%7.768%
5/7/2025Caliber Wealth Management LLC KS2,017$200K0.0%N/A0.004%
5/6/2025Assetmark Inc.427$42K0.0%+154.2%0.001%
5/6/2025Cetera Investment Advisers369,329$36.69M0.1%+55.0%0.698%
5/6/2025Avantax Advisory Services Inc.162,409$16.13M0.1%+5.5%0.307%
5/6/2025Kovack Advisors Inc.17,842$1.77M0.2%+2.0%0.034%
5/6/2025Pinnacle Associates Ltd.2,380$236K0.0%N/A0.004%
5/6/2025Forge Financial Services LLC39,238$3.90M3.4%-2.3%0.074%
5/6/2025AE Wealth Management LLC33,517$3.33M0.0%+16.8%0.063%
5/6/2025Financial Partners Group Inc3,686$366K0.1%N/A0.007%
5/6/2025Ignite Planners LLC17,941$1.75M0.3%N/A0.034%
5/6/2025Obermeyer Wealth Partners7,362$731K0.0%-2.0%0.014%
5/5/2025Kestra Private Wealth Services LLC71,919$7.14M0.1%+15.7%0.136%
5/5/2025Private Advisor Group LLC146,615$14.57M0.1%+3.8%0.277%
5/5/2025Nwam LLC46,739$4.64M0.4%+5.3%0.088%
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%
5/1/2025Florida Financial Advisors LLC2,934$291K0.1%N/A0.006%
5/1/2025CWM LLC2,885$287K0.0%+61.3%0.005%
5/1/2025TFR Capital LLC.84,583$8.40M3.5%-2.8%0.160%
5/1/2025Fifth Third Securities Inc.8,415$836K0.1%+43.0%0.016%
5/1/2025Rik Saylor Financial Inc.12,896$1.28M1.1%+8.6%0.024%
4/30/2025Allworth Financial LP2,211,381$213.55M1.2%+0.3%4.178%
4/30/2025Axxcess Wealth Management LLC59,729$5.93M0.2%N/A0.113%
4/30/2025M&T Bank Corp2,731$271K0.0%-4.6%0.005%
4/30/2025Stratos Wealth Partners LTD.60,397$6M0.1%-24.6%0.114%
4/29/2025Envestnet Asset Management Inc.138,787$13.79M0.0%+113.7%0.262%
4/29/2025Chilton Capital Management LLC401$40K0.0%-25.6%0.001%
4/29/2025Concurrent Investment Advisors LLC15,494$1.54M0.0%+100.6%0.029%
4/29/2025Bank of New York Mellon Corp852,081$84.65M0.0%N/A1.610%
4/29/2025World Investment Advisors43,411$4.31M0.1%+0.4%0.082%
4/29/2025Brookstone Capital Management40,281$4.00M0.1%+18.0%0.076%
4/28/2025Fusion Family Wealth LLC1,570,573$156.02M14.3%+7.0%2.967%
4/28/2025Mutual Advisors LLC2,175$210K0.0%-4.7%0.004%
4/28/2025Private Trust Co. NA2,419$240K0.0%-13.5%0.005%
4/25/2025Ameritas Advisory Services LLC57,795$5.74M0.2%-6.3%0.109%
4/25/2025Essex Financial Services Inc.30,992$3.08M0.2%+9.4%0.059%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
4/25/2025Sovran Advisors LLC2,337$219K0.0%N/A0.004%
4/25/2025Colonial River Investments LLC75,127$7.46M4.1%N/A0.142%
4/24/2025Golden State Wealth Management LLC16,379$1.63M0.2%+129.4%0.031%
4/24/2025Money Concepts Capital Corp6,595$655K0.0%+11.6%0.012%
4/24/2025Bartlett & CO. Wealth Management LLC574$57K0.0%N/A0.001%
4/24/2025Holistic Planning LLC12,581$1.25M0.4%N/A0.024%
4/24/2025Kraft Davis & Associates LLC94,227$8.87M2.8%-48.1%0.178%
4/23/2025Western Wealth Management LLC66,818$6.64M0.4%+1.5%0.126%
4/23/2025Wealth Effects LLC2,025$201K0.1%N/A0.004%
4/23/2025Pinnacle Bancorp Inc.488$48K0.0%-28.0%0.001%
(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, 242 institutional investors and hedge funds held shares of Invesco S&P 500 Revenue ETF. The most heavily invested institutionals were Invesco Ltd. ($779.39M), Ameriprise Financial Inc. ($418.80M), LPL Financial LLC ($408.47M), Allworth Financial LP ($213.55M), Bank of America Corp DE ($191.55M), Fusion Family Wealth LLC ($156.02M), and Bank of New York Mellon Corp ($84.65M).Learn more on Invesco S&P 500 Revenue ETF's institutional investors.

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

Of the 215 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. ($7.85M), LPL Financial LLC ($1.84M), Raymond James Financial Inc. ($1.22M), Ameriprise Financial Inc. ($1.10M), Allworth Financial LP ($967.14K), Bank of New York Mellon Corp ($852.08K), and Commonwealth Equity Services LLC ($449.09K).

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

Institutional investors have bought a total of 17,462,350 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

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

Of the 81 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 ($191.78K), Goldman Sachs Group Inc. ($164.39K), Investment Planning Advisors Inc. ($123.46K), Stratos Wealth Partners LTD. ($114.43K), Envestnet Asset Management Inc. ($109.61K), Fermata Advisors LLC ($93.90K), and Atria Wealth Solutions Inc. ($88.14K).

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

Institutional investors have sold a total of 1,351,880 shares in the last 24 months. This volume of shares sold represents approximately $132.88M in transactions.


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This page (NYSEARCA:RWL) was last updated on 7/10/2025 by MarketBeat.com Staff
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