Free Trial
→ REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (From Weiss Ratings) (Ad) Buy RWL Stock  Free RWL Stock Alerts

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

Invesco S&P 500 Revenue ETF logo
$95.23 -0.26 (-0.27%)
As of 04/15/2025 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)
156
Total
Institutional Inflows
(last 12 months)
$760.62M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$82.53M
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.

Skip Chart & View Institutional Buying and Selling Data

RWL Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Kozak & Associates Inc.569,709$54.40M13.5%+3.6%1.091%
4/15/2025Simplicity Wealth LLC17,866$1.78M0.1%+21.9%0.034%
4/15/2025Wealthcare Advisory Partners LLC60,978$6.06M0.2%+4.9%0.117%
4/10/2025 Fermata Advisors LLC93,546$9.29M1.7%-11.4%0.179%
4/10/2025 Secure Asset Management LLC5,058$502K0.1%+23.5%0.010%
4/10/2025 Key Client Fiduciary Advisors LLC18,765$1.86M0.8%+0.7%0.036%
4/9/2025 Merit Financial Group LLC180,540$17.94M0.3%+8.0%0.346%
4/9/2025 Harbor Investment Advisory LLC577$57K0.0%-16.4%0.001%
4/9/2025 Flagstar Advisors Inc.2,102$209K0.1%-19.0%0.004%
4/9/2025 NBC Securities Inc.1,256$124K0.0%+125,500.0%0.002%
4/8/2025 Lowe Wealth Advisors LLC300$30K0.0%-40.0%0.001%
4/7/2025 Tompkins Financial Corp40,554$4.03M0.4%-2.3%0.078%
4/7/2025 GAMMA Investing LLC22,948$22.80M0.0%+9,834.2%0.044%
4/7/2025 AdvisorNet Financial Inc35,892$3.57M0.3%+2.7%0.069%
3/17/2025Wealth Enhancement Advisory Services LLC98,262$9.62M0.0%+4.4%0.194%
3/6/2025TFR Capital LLC.87,026$8.52M4.2%N/A0.174%
2/28/2025Brooklyn FI LLC16,000$1.60M0.3%N/A0.032%
2/24/2025Ameriflex Group Inc.867$89K0.0%N/A0.002%
2/24/2025United Advisor Group LLC3,516$344K0.1%-31.2%0.007%
2/20/2025Michels Family Financial LLC2,975$291K0.3%N/A0.009%
2/19/2025Retirement Planning Group LLC NY45,002$4.41M4.9%N/A0.133%
2/18/2025GTS Securities LLC4,965$486K0.0%N/A0.015%
2/18/2025Mpwm Advisory Solutions LLC405$40K0.0%N/A0.001%
2/17/2025Visionary Wealth Advisors6,487$635K0.0%+4.3%0.019%
2/17/2025Redwood Financial Network Corp6,116$599K0.4%+10.2%0.018%
2/17/2025Main Street Group LTD3,131$307K0.1%+3.8%0.009%
2/17/2025Obermeyer Wealth Partners7,510$735K0.0%+2.0%0.022%
2/17/2025D. E. Shaw & Co. Inc.8,535$836K0.0%-30.1%0.025%
2/17/2025Cetera Investment Advisers238,227$23.33M0.0%+14.1%0.702%
2/17/2025Citadel Advisors LLC2,347$230K0.0%N/A0.007%
2/17/2025Baird Financial Group Inc.8,454$828K0.0%N/A0.025%
2/17/2025Bank of America Corp DE1,956,141$191.55M0.0%+4.9%5.762%
2/17/2025Ameriprise Financial Inc.3,231,920$316.47M0.1%+0.6%9.520%
2/17/2025Ancora Advisors LLC56,976$5.58M0.1%-1.3%0.168%
2/14/2025Pennington Partners & CO. LLC4,668$457K0.2%N/A0.014%
2/14/2025Mercer Global Advisors Inc. ADV8,840$866K0.0%-7.2%0.026%
2/14/2025Comerica Bank8,024$786K0.0%-15.6%0.024%
2/14/2025Integrated Wealth Concepts LLC36,618$3.59M0.0%+6.0%0.108%
2/14/2025Susquehanna International Group LLP29,677$2.91M0.0%N/A0.087%
2/14/2025IHT Wealth Management LLC21,996$2.15M0.1%-33.9%0.065%
Radical shift coming to the stock market (read this ASAP) (Ad)

This is an urgent warning for all American investors … In a matter of days, we could see a radical shift in the stock market … Companies who've been flying high could come crashing to Earth.

If you have any kind of money in the stock market … Click here to learn more — before it's too late
2/14/2025Stifel Financial Corp276,350$27.06M0.0%+3.4%0.814%
2/14/2025MML Investors Services LLC127,379$12.47M0.0%+1.6%0.375%
2/13/2025NewEdge Advisors LLC16,928$1.66M0.0%-1.8%0.050%
2/13/2025Mariner LLC190,439$18.65M0.0%+5.2%0.561%
2/13/2025Rockefeller Capital Management L.P.12,918$1.27M0.0%-2.5%0.038%
2/13/2025Solano Wealth Investment Advisors LLC21,061$2.06M1.2%N/A0.062%
2/13/2025Kelman Lazarov Inc.33,659$3.30M0.6%+1.2%0.099%
2/13/2025Kraft Davis & Associates LLC181,432$18.61M5.3%+1.2%0.534%
2/13/2025Raymond James Financial Inc.538,235$52.70M0.0%N/A1.585%
2/13/2025Advisory Services Network LLC4,760$466K0.0%+22.4%0.014%
2/13/2025Renaissance Technologies LLC5,289$518K0.0%-55.6%0.016%
2/13/2025Invesco Ltd.1,225,300$119.98M0.0%N/A3.609%
2/13/2025Envestnet Asset Management Inc.64,948$6.36M0.0%-60.5%0.191%
2/13/2025Perennial Investment Advisors LLC41,031$4.02M0.5%+0.7%0.121%
2/13/2025Wells Fargo & Company MN554,834$54.33M0.0%+6.0%1.634%
2/12/2025Forge Financial Services LLC40,155$4.11M3.5%N/A0.118%
2/12/2025Thoroughbred Financial Services LLC150,573$14.74M0.9%+4.4%0.444%
2/12/2025World Investment Advisors43,243$4.23M0.1%+1.5%0.127%
2/12/2025Huntington National Bank1,269$124K0.0%-24.1%0.004%
2/12/2025RFG Bristol Wealth Advisors LLC99,698$9.76M3.2%N/A0.294%
2/12/2025Level Four Advisory Services LLC10,543$1.03M0.0%+37.1%0.031%
2/12/2025Orion Portfolio Solutions LLC2,567$251K0.0%-25.8%0.008%
2/12/2025Blair William & Co. IL1,117$109K0.0%N/A0.003%
2/12/2025AssuredPartners Investment Advisors LLC34,303$3.36M0.7%N/A0.101%
2/12/2025JPMorgan Chase & Co.77,872$7.63M0.0%-8.1%0.229%
2/11/2025Signature Estate & Investment Advisors LLC3,078$301K0.0%+5.6%0.009%
2/11/2025LPL Financial LLC3,997,747$391.46M0.2%+15.4%11.775%
2/11/2025Absolute Capital Management LLC30,800$3.02M1.7%-35.4%0.091%
2/11/2025Brooklyn FI LLC16,000$1.60M0.0%N/A0.047%
2/10/2025Thrivent Financial for Lutherans24,695$2.42M0.0%+12.4%0.073%
2/10/2025Cozad Asset Management Inc.6,359$623K0.1%-5.8%0.019%
2/10/2025GWN Securities Inc.6,094$621K0.2%N/A0.018%
2/10/2025Harbour Investments Inc.99,679$9.76M0.3%+5.4%0.294%
2/10/2025Corient Private Wealth LLC3,320$325K0.0%+41.2%0.010%
2/10/2025Envestnet Portfolio Solutions Inc.10,165$995K0.0%-6.8%0.030%
2/10/2025Harbour Investment Management LLC6,693$655K0.3%N/A0.020%
2/10/2025Commonwealth Equity Services LLC392,645$38.45M0.1%+18.3%1.157%
2/10/2025Avantax Advisory Services Inc.153,900$15.07M0.1%+10.6%0.453%
2/10/2025EverSource Wealth Advisors LLC138,124$13.53M0.9%+2.0%0.407%
2/7/2025Independent Advisor Alliance221,285$21.67M0.3%N/A0.652%
2/7/2025Simplicity Wealth LLC14,653$1.44M0.3%-20.8%0.043%
2/6/2025Raymond James Financial Inc.538,235$52.70M0.0%N/A1.585%
2/6/2025M&T Bank Corp2,863$280K0.0%-19.9%0.008%
2/6/2025Atria Investments Inc21,745$2.13M0.0%+2.8%0.064%
2/6/2025Gentry Private Wealth LLC2,316$227K0.9%-83.9%0.007%
2/6/2025Jones Financial Companies Lllp218,190$21.37M0.0%+115.7%0.643%
2/5/2025US Bancorp DE516$51K0.0%-94.8%0.002%
2/5/2025Veridan Wealth LLC2,317$237K0.1%N/A0.007%
2/5/2025Private Trust Co. NA2,795$274K0.0%-9.0%0.008%
2/5/2025Oppenheimer & Co. Inc.2,113$207K0.0%N/A0.006%
First look: The $3,500 iPhone (Ad)

Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks and iPhones from China and India to the U.S.? That's because Apple's doing whatever it can to save the company and stop investors from dumping their stock. The iPhone maker is now down nearly $800 billion in market value in just a few days.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
2/5/2025Nwam LLC44,402$4.35M0.3%+67.0%0.131%
2/4/2025Acorn Wealth Advisors LLC7,379$723K0.3%-4.6%0.022%
2/4/2025Atlantic Family Wealth LLC2,872$281K0.3%N/A0.008%
2/4/2025MONECO Advisors LLC75,352$7.38M0.8%+4.7%0.222%
2/3/2025Turning Point Benefit Group Inc.6,053$593K0.6%N/A0.018%
2/3/2025Aspect Partners LLC2,652$260K0.2%N/A0.008%
2/3/2025Concurrent Investment Advisors LLC7,723$756K0.0%+3.2%0.023%
2/3/2025Private Advisor Group LLC141,186$13.83M0.1%+39.2%0.416%
1/31/2025Global Retirement Partners LLC139,917$13.70M0.4%+14.2%0.412%
1/31/2025Klingman & Associates LLC267,384$26.18M1.6%+1.7%0.788%
(Data available from 1/1/2016 forward)

Remove Ads

RWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWL shares?

During the previous two years, 216 institutional investors and hedge funds held shares of Invesco S&P 500 Revenue ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($2.13B), LPL Financial LLC ($391.46M), Ameriprise Financial Inc. ($316.47M), Allworth Financial LP ($225.48M), Bank of America Corp DE ($191.55M), Fusion Family Wealth LLC ($143.71M), and Invesco Ltd. ($119.98M).Learn more on RWL's institutional investors.

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

Of the 195 institutional investors that purchased Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.94M), Invesco Ltd. ($1.23M), Raymond James Financial Inc. ($1.08M), Allworth Financial LP ($1.00M), Kozak & Associates Inc. ($415.53K), Raymond James Financial Services Advisors Inc. ($403.25K), and Independent Advisor Alliance ($221.29K).

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

Institutional investors have bought a total of 11,824,637 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 90 institutional investors that sold Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($238.05K), Envestnet Asset Management Inc. ($118.72K), Stratos Wealth Partners LTD. ($113.74K), Atria Wealth Solutions Inc. ($98.02K), Legacy Capital Wealth Partners LLC ($88.74K), Money Concepts Capital Corp ($52.63K), and RVW Wealth LLC ($42.25K).

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

Institutional investors have sold a total of 1,246,909 shares in the last 24 months. This volume of shares sold represents approximately $114.36M in transactions.


Related Companies

This page (NYSEARCA:RWL) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Radical shift coming to the stock market (read this ASAP)
This is an urgent warning for all American investors … In a matter of days, we could see a radical shift in...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored