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

Invesco S&P 500 Revenue ETF logo
$135.50 +0.15 (+0.11%)
As of 11:27 AM 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)
200
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$343.66M
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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
7/10/2026 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%0.124%
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%
5/19/2026Western 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%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada152,054$17.47M0.0%+10.0%0.215%
5/16/2026The 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%
5/14/2026 Klingman & Associates LLC329,029$37.81M1.8%+8.8%0.465%
5/14/2026Modern 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%
5/5/2026Sanctuary 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%
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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%
4/27/2026World 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%
4/23/2026Asset 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%
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%
3/17/2026Rockefeller Capital Management L.P.44,615$5.11M0.0%+1.3%0.068%
3/13/2026World Investment Advisors37,716$4.32M0.1%-12.8%0.058%
2/27/2026 OakTrust Wealth Advisors LLC1,924$220K0.2%N/A0.003%
2/23/2026 Sonoma Allocations LLC102,737$12.18M4.1%+9.6%0.157%
2/20/2026Sunbelt Securities Inc.30,801$3.53M0.2%+21.5%0.047%
2/19/2026Invesco Ltd.9,001,402$1.03B0.2%-1.9%13.753%
2/19/2026 Axxcess Wealth Management LLC334,486$38.30M0.4%+235.3%0.511%
2/19/2026 Corient Private Wealth LLC5,295$606K0.0%+58.2%0.008%
2/18/2026 NewEdge Advisors LLC36,230$4.15M0.0%+104.1%0.055%
2/18/2026IHT Wealth Management LLC25,104$2.87M0.1%+13.2%0.038%
2/18/2026Integrity Wealth Advisors Inc.18,303$2.10M1.4%N/A0.028%
2/18/2026 Evolve Private Wealth LLC5,747$658K0.0%N/A0.009%
2/17/2026 Scarborough Advisors LLC241,449$27.65M4.7%+1.5%0.369%
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2/17/2026 Integrated Advisors Network LLC2,688$308K0.0%N/A0.004%
2/17/2026AQR Capital Management LLC20,921$2.40M0.0%+3.7%0.032%
2/17/2026 Cetera Investment Advisers869,157$99.52M0.1%+14.2%1.328%
2/17/2026Equitable Holdings Inc.352,645$40.38M0.3%+13.0%0.539%
2/17/2026 Kovack Advisors Inc.6,134$702K0.0%+45.0%0.009%
2/17/2026Jump Financial LLC2,960$339K0.0%N/A0.005%
2/17/2026Osaic Holdings Inc.1,201,452$137.60M0.2%-1.3%1.836%
2/17/2026 Private Advisor Group LLC254,783$29.17M0.1%+89.8%0.389%
2/17/2026&PARTNERS18,235$2.09M0.0%-16.6%0.028%
2/17/2026Royal Bank of Canada138,185$15.82M0.0%-22.6%0.211%


RWL Institutional Ownership - Frequently Asked Questions

During the previous two years, 306 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 279 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. ($1.35M), and Raymond James Financial Inc. ($1.30M).

Institutional investors have bought a total of 13,275,149 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 83 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 ($1.02M), Ameriprise Financial Inc. ($569.51K), Kozak & Associates Inc. ($260.62K), Invesco Ltd. ($174.93K), Commonwealth Equity Services LLC ($122.04K), RFG Bristol Wealth Advisors LLC ($115.01K), and Axxcess Wealth Management LLC ($99.78K).

Institutional investors have sold a total of 3,030,300 shares in the last 24 months. This volume of shares sold represents approximately $343.66M in transactions.


Related Companies

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 7/10/2026. New 13F filings are added each quarter as they're published.
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