Invesco S&P 500 Revenue ETF

RWL • ARCA

Invesco S&P 500 Revenue ETF is an exchange-traded fund focused on the investment advice sector on ARCA. As of Q3 2025, 281 institutional investors hold shares in this ETF, with total holdings valued at $5.0B. Invesco Ltd. is the largest holder with a position valued at $1.0B.

INVESTMENT ADVICE

Country

United States of America

Overview

Overview of institutional ownership in RWL as of Q3 2025

All Institutions

Institutions: 281
Value Held: $5.0B
Shares Held: 45.1M
Avg Position: $17.7M
Median Position: $834.3K

Hedge Funds

Hedge Funds: 5
Value Held: $5.4M
Shares Held: 48.4K
Avg Position: $1.1M
Median Position: $420.5K

Biggest Investors

Institutions with the largest positions in RWL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$1.0B 0.16% of portfolio	9.2M shares	Q4 2024 Held for 11 months	$633.08B
L LPL Financial LLC Institution	-	$556.4M 0.16% of portfolio	5.0M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$403.3M 0.09% of portfolio	3.6M shares	Q4 2016 Held for 8y 11m	$433.11B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$341.1M 0.02% of portfolio	3.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	$252.8M 1.12% of portfolio	2.3M shares	Q2 2022 Held for 3y 5m	$22.6B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$251.1M 2.05% of portfolio	2.3M shares	Q3 2025 Held for 2 months	$12.2B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$242.7M 0.02% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
Fusion Family Wealth LLC RIA/Wealth	Jonathan Russell Blau CEO	$175.0M 13.11% of portfolio	1.6M shares	Q4 2016 Held for 8y 11m	$1.3B
A Advisor Group Holdings, Inc. Institution	-	$132.3M 0.19% of portfolio	1.2M shares	Q1 2020 Held for 5y 8m	$71.0B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$98.1M 0.02% of portfolio	886.5K shares	Q1 2025 Held for 8 months	$556.34B

Net Capital Flow

Institutional buying and selling activity for RWL in Q3 2025

Traded: +$578.8M
Buyers: 154
Sellers: 82
Total Bought: +$655.2M
Total Sold: −$76.4M
Avg Position: $17.1M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$251.1M +2.3M shares	$251.1M 2.3M shares
Invesco Ltd. ETF Provider	+$110.7M +999.9K shares	$1.0B 9.2M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$54.7M +494.4K shares	$54.7M 494.4K shares
Cetera Investment Advisers RIA/Wealth	+$36.1M +326.0K shares	$84.2M 761.1K shares
L LPL Financial LLC Institution	+$25.1M +227.1K shares	$556.4M 5.0M shares
BANK OF AMERICA CORP /DE/ Institution	+$20.2M +182.4K shares	$242.7M 2.2M shares
I Investment Planning Advisors, Inc. Institution	+$15.2M +137.5K shares	$17.9M 161.8K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$14.6M +132.6K shares	$70.3M 637.6K shares
Sonoma Allocations LLC RIA/Wealth	+$10.3M +93.7K shares	$10.3M 93.7K shares
GOLDMAN SACHS GROUP INC Institution	+$10.1M +91.2K shares	$16.3M 147.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$13.0M −117.9K shares	$84.5M 763.6K shares
RFG - Bristol Wealth Advisors, LLC RIA/Wealth	−$11.2M −100.9K shares	$2.7M 24.2K shares
P Paradigm Financial Partners, LLC RIA/Wealth	−$7.9M −75.5K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$4.4M −39.5K shares	$403.3M 3.6M shares
UBS Group AG Institution	−$3.7M −33.8K shares	$53.9M 486.7K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$3.7M −33.7K shares	$599.4K 5.4K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$3.4M −31.0K shares	$28.0M 253.3K shares
Kingsview Wealth Management, LLC RIA/Wealth	−$3.2M −29.1K shares	$2.4M 21.8K shares
Simplicity Wealth,LLC RIA/Wealth	−$3.1M −28.2K shares	$2.2M 19.9K shares
A Advisor Group Holdings, Inc. Institution	−$3.0M −27.5K shares	$132.3M 1.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RWL in Q3 2025

New Positions: 28
New Value: $336.7M
Exited Positions: 11
Exited Value: $15.3M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$251.1M 2.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$54.7M 494.4K shares
Sonoma Allocations LLC RIA/Wealth	$10.3M 93.7K shares
Empowered Funds, LLC ETF Provider	$4.3M 39.0K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$3.6M 32.1K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$3.5M 32.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.2M 20.2K shares
Farther Finance Advisors, LLC RIA/Wealth	$1.5M 13.1K shares
LWM Advisory Services, LLC RIA/Wealth	$1.3M 12.0K shares
Fortis Group Advisors, LLC RIA/Wealth	$1.1M 9.7K shares

Exited Positions

Institution	Previous Position
P Paradigm Financial Partners, LLC RIA/Wealth	$7.9M 75.5K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.5M 23.8K shares
Fermata Advisors, LLC Hedge Fund•Sector	$1.2M 11.7K shares
J JANE STREET GROUP, LLC Institution	$1.1M 10.1K shares
A AMERIFLEX GROUP, INC. Institution	$1.0M 10.0K shares
Visionary Wealth Advisors RIA/Wealth	$874.9K 8.4K shares
H HRT FINANCIAL LLC Institution	$570.4K 5.5K shares
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth	$225.6K 2.2K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$7.5K 72.0 shares
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth	- - shares

Options Activity

Institutions with the largest Call and Put options positions in RWL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with RWL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fusion Family Wealth LLC RIA/Wealth	Jonathan Russell Blau CEO	13.11% $175.0M	1.6M shares	Q4 2016 Held for 8y 11m	$1.3B
K Kozak & Associates, Inc. Institution	-	12.52% $63.3M	570.6K shares	Q4 2021 Held for 3y 11m	$506.1M
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth	Zachary Tobias Bouck CIO	6.29% $17.1M	154.2K shares	Q2 2022 Held for 3y 5m	$271.1M
Stewardship Advisors, LLC RIA/Wealth	Wilbur Lee Shertzer Managing Partner	5.82% $24.3M	219.9K shares	Q3 2024 Held for 1y 2m	$418.2M
I Investment Planning Advisors, Inc. Institution	-	5.63% $17.9M	161.8K shares	Q2 2024 Held for 1y 5m	$318.0M
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth	David M Kopyc President	5.08% $6.8M	61.2K shares	Q4 2024 Held for 11 months	$133.4M
Colonial River Wealth Management, LLC RIA/Wealth	Devin J Garofalo President	4.00% $10.9M	98.2K shares	Q1 2025 Held for 8 months	$271.4M
M Mission Hills Financial Advisory, LLC RIA/Wealth	Harold Everett Peterson Managing Partner	3.81% $7.2M	64.8K shares	Q3 2024 Held for 1y 2m	$188.2M
C Cadent Capital Advisors, LLC RIA/Wealth	Philip Andrew Mooberry Managing Partner	3.75% $14.2M	127.9K shares	Q1 2024 Held for 1y 8m	$377.4M
Sonoma Allocations LLC RIA/Wealth	Todd Arthur Gomes Managing Partner	3.75% $10.3M	93.7K shares	Q3 2025 Held for 2 months	$274.7M

Hedge Fund Spotlight

Discover hedge funds investing in RWL

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Invesco S&P 500 Revenue ETF

Market Value: $2.2M
Shares Held: 20.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%