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

Invesco S&P 500 Revenue ETF logo
$104.82 -0.57 (-0.54%)
As of 07/11/2025 04:10 PM Eastern
Compare

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)
$132.76M
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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
7/10/2025 Kozak & Associates Inc.578,420$60.75M12.4%+1.5%1.036%
7/10/2025 Stewardship Advisors LLC217,350$22.67M5.7%+0.8%0.389%
7/10/2025 Wealth Enhancement Advisory Services LLC96,366$10.18M0.0%+2.3%0.173%
7/10/2025 Tompkins Financial Corp40,207$4.19M0.4%-0.9%0.072%
7/10/2025 Secure Asset Management LLC6,783$707K0.1%+34.1%0.012%
7/10/2025 KMG Fiduciary Partners LLC9,143$954K0.1%-2.8%0.016%
7/10/2025 Sovran 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%
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4/25/2025 Sovran 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 1,350,580 shares in the last 24 months. This volume of shares sold represents approximately $132.76M in transactions.


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This page (NYSEARCA:RWL) was last updated on 7/12/2025 by MarketBeat.com Staff
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