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

Invesco S&P 500 Revenue ETF logo
$102.33 +0.71 (+0.70%)
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)
116
Total
Institutional Inflows
(last 12 months)
$402.34M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$29.64M
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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
1/21/2025Petix & Botte Co42,720$4.18M1.1%N/A0.126%
1/21/2025Stewardship Advisors LLC194,039$19M5.3%+1.6%0.572%
1/21/2025Geneos Wealth Management Inc.46,599$4.56M0.2%+11.7%0.137%
1/21/2025Dynamic Advisor Solutions LLC11,767$1.15M0.0%-2.7%0.035%
1/21/2025Rodgers & Associates LTD23,927$2.34M0.3%-2.3%0.070%
1/17/2025 Key Client Fiduciary Advisors LLC18,631$1.82M0.8%+5.6%0.055%
1/17/2025 Secure Asset Management LLC4,094$401K0.1%+24.3%0.012%
1/17/2025 GoalVest Advisory LLC309$30K0.0%-53.0%0.001%
1/17/2025 Commons Capital LLC6,019$589K0.5%N/A0.018%
1/17/2025 Lockerman Financial Group Inc.2,221$217K0.4%N/A0.007%
1/16/2025 Amplius Wealth Advisors LLC32,713$3.20M0.3%-1.2%0.096%
1/16/2025 Wealth Management Partners LLC52,089$5.10M2.2%-9.6%0.153%
1/16/2025 Mission Hills Financial Advisory LLC67,209$6.58M5.1%+13.8%0.198%
1/15/2025 Ameritas Advisory Services LLC61,664$6.04M0.2%+22.7%0.182%
1/15/2025 Merit Financial Group LLC167,218$16.37M0.3%+322.5%0.493%
1/15/2025 Wealthcare Advisory Partners LLC58,133$5.69M0.2%+38.8%0.171%
1/15/2025 Tompkins Financial Corp41,488$4.06M0.4%-2.2%0.122%
1/15/2025 KMG Fiduciary Partners LLC9,458$926K0.1%+10.2%0.028%
1/15/2025 Empirical Asset Management LLC11,965$1.17M0.0%-1.6%0.035%
1/15/2025 Fermata Advisors LLC105,635$10.34M1.9%+14.8%0.311%
1/14/2025 ERn Financial LLC398,974$39.07M5.9%+0.6%1.175%
1/13/2025 AdvisorNet Financial Inc34,956$3.42M0.3%+9.2%0.103%
1/13/2025 Abound Wealth Management380$37K0.0%N/A0.001%
1/13/2025 Cadent Capital Advisors LLC125,329$12.27M4.2%+0.6%0.369%
1/13/2025 Brookstone Capital Management34,122$3.34M0.0%-6.3%0.101%
1/10/2025 Wealth Enhancement Advisory Services LLC94,693$9.29M0.0%+0.6%0.279%
1/6/2025 Kozak & Associates Inc.549,917$54.38M12.4%+14.9%1.620%
12/26/2024JPMorgan Chase & Co.84,729$8.31M0.0%+31.6%0.250%
11/25/2024World Investment Advisors LLC42,608$4.18M0.1%-1.7%0.126%
11/25/2024Sanctuary Advisors LLC30,183$3.11M0.0%+53.6%0.089%
11/15/2024Glass Jacobson Investment Advisors llc1,111$109K0.0%+59.4%0.003%
11/15/2024MML Investors Services LLC125,358$12.29M0.0%+1.7%0.369%
11/15/2024Orion Portfolio Solutions LLC3,459$339K0.0%N/A0.010%
11/15/2024Jane Street Group LLC39,809$3.90M0.0%N/A0.117%
11/15/2024Stifel Financial Corp267,345$26.22M0.0%+6.3%0.787%
11/15/2024IHT Wealth Management LLC33,254$3.26M0.1%+73.6%0.098%
11/15/2024Integrated Wealth Concepts LLC34,539$3.39M0.0%+3.1%0.102%
11/14/2024Rockefeller Capital Management L.P.13,247$1.30M0.0%+7.5%0.039%
11/13/2024FMR LLC4,749$466K0.0%+19.2%0.014%
11/13/2024Acorn Wealth Advisors LLC7,737$759K0.3%-9.0%0.023%
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11/13/2024Private Trust Co. NA3,072$301K0.0%+7.2%0.009%
11/13/2024Gentry Private Wealth LLC14,396$1.41M1.2%-13.8%0.042%
11/12/2024Great Valley Advisor Group Inc.11,714$1.15M0.0%-6.7%0.035%
11/12/2024Flagstar Advisors Inc.2,561$251K0.1%+11.0%0.008%
11/12/2024Nwam LLC26,592$2.61M0.2%N/A0.078%
11/12/2024Raymond James Trust N.A.4,593$450K0.0%-10.0%0.014%
11/9/2024LPL Financial LLC3,464,953$339.81M0.2%+17.0%10.206%
11/8/2024EverSource Wealth Advisors LLC135,355$13.27M0.8%+4.0%0.399%
11/8/2024 Retireful LLC4,735$464K0.3%N/A0.014%
11/8/2024Kraft Davis & Associates LLC179,312$17.43M5.2%+1.1%0.528%
11/8/2024Lowery Thomas LLC2,115$207K0.1%N/A0.006%
11/8/2024Prospera Financial Services Inc14,438$1.42M0.0%+4.2%0.043%
11/7/2024Thrivent Financial for Lutherans21,965$2.15M0.0%-0.6%0.065%
11/6/2024 GoalVest Advisory LLC658$65K0.0%N/A0.002%
11/6/2024Huntington National Bank1,672$164K0.0%+8.1%0.005%
11/6/2024Kovack Advisors Inc.17,429$1.71M0.2%+4.5%0.051%
11/5/2024First Heartland Consultants Inc.3,006$295K0.0%-53.8%0.009%
11/5/2024Prime Capital Investment Advisors LLC57,408$5.63M0.1%-1.0%0.169%
11/5/2024Harbour Investments Inc.94,545$9.27M0.3%+2.5%0.278%
11/5/2024Nations Financial Group Inc. IA ADV29,586$2.90M0.2%+3.0%0.087%
11/4/2024Legacy Capital Wealth Partners LLC114,415$10.77M1.8%+27.7%0.337%
11/4/2024Sigma Planning Corp2,615$256K0.0%-78.3%0.008%
11/1/2024Atria Investments Inc21,149$2.07M0.0%+85.4%0.062%
11/1/2024 Tompkins Financial Corp42,409$4.16M0.4%-0.5%0.125%
11/1/2024Klingman & Associates LLC262,803$25.77M1.6%+2.3%0.774%
10/31/2024Concurrent Investment Advisors LLC7,485$734K0.0%-39.3%0.022%
10/30/2024Marks Group Wealth Management Inc2,520$247K0.0%N/A0.007%
10/30/2024 Ameritas Advisory Services LLC50,250$4.93M0.2%+9.6%0.148%
10/28/2024US Bancorp DE9,900$971K0.0%-8.5%0.029%
10/25/2024Financial Advocates Investment Management23,445$2.30M0.1%+11.5%0.069%
10/25/2024Creekmur Asset Management LLC297$29K0.0%N/A0.001%
10/25/2024MONECO Advisors LLC71,989$7.06M0.9%+1.3%0.212%
10/24/2024 Wealth Enhancement Advisory Services LLC94,106$9.23M0.0%+7.6%0.277%
10/24/2024Consolidated Portfolio Review Corp32,022$3.14M0.7%+5.7%0.094%
10/23/2024Allworth Financial LP2,396,779$235.05M1.4%+1.7%7.060%
10/22/2024Private Advisor Group LLC101,412$9.95M0.1%+9.8%0.299%
10/21/2024Rodgers & Associates LTD24,488$2.40M0.3%-3.5%0.072%
10/21/2024Stewardship Advisors LLC190,988$18.73M5.3%N/A0.563%
10/21/2024Denver Wealth Management Inc.143,040$14.03M6.5%+5.3%0.421%
10/18/2024Resonant Capital Advisors LLC74,020$7.26M0.5%-0.3%0.218%
10/18/2024 Cadent Capital Advisors LLC124,632$12.22M3.8%+4.7%0.367%
10/18/2024E&G Advisors LP8,509$834K0.2%+65.5%0.025%
10/18/2024 Key Client Fiduciary Advisors LLC17,646$1.73M0.8%+23.2%0.052%
10/18/2024Commonwealth Equity Services LLC331,766$32.54M0.0%+9.5%0.977%
10/18/2024Raymond James & Associates61,569$6.04M0.0%+3.6%0.181%
10/18/2024 KMG Fiduciary Partners LLC8,579$841K0.1%N/A0.025%
10/17/2024Stratos Wealth Partners LTD.174,826$17.15M0.2%+4.1%0.515%
10/17/2024Fusion Family Wealth LLC1,415,712$138.84M12.8%+4.1%4.170%
10/17/2024 Kozak & Associates Inc.478,567$47.89M11.3%+3.8%1.410%
10/16/2024 Secure Asset Management LLC3,293$323K0.1%+23.7%0.010%
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad)

Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash. His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years.

Take these 4 steps today to protect your retirement NOW
10/16/2024Global Retirement Partners LLC122,563$12.02M0.4%+7.4%0.361%
10/16/2024 ERn Financial LLC396,549$38.89M5.9%+3.0%1.168%
10/11/2024Creative Planning5,587$548K0.0%+11.0%0.016%
10/10/2024Simplicity Wealth LLC18,502$1.81M0.2%-2.1%0.054%
10/9/2024 Fermata Advisors LLC92,025$9.03M1.8%N/A0.271%
10/8/2024CWM LLC1,277$125K0.0%-15.1%0.004%
10/8/2024 Brookstone Capital Management36,409$3.57M0.1%-14.3%0.107%
10/8/2024Dynamic Advisor Solutions LLC12,098$1.19M0.0%-0.9%0.036%
9/5/2024Sanctuary Advisors LLC19,655$1.79M0.0%N/A0.058%
8/22/2024Cetera Investment Advisers129,245$11.97M0.0%+14.4%0.381%
(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, 177 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 ($339.81M), Allworth Financial LP ($235.05M), Fusion Family Wealth LLC ($138.84M), Ameriprise Financial Inc. ($101.67M), Bank of America Corp DE ($70.10M), and Kozak & Associates Inc. ($54.38M).Learn more on RWL's institutional investors.

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

Of the 159 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 ($1.66M), Allworth Financial LP ($1.00M), Raymond James Financial Services Advisors Inc. ($522.97K), Kozak & Associates Inc. ($395.73K), Fusion Family Wealth LLC ($279.07K), Stewardship Advisors LLC ($194.04K), and Kraft Davis & Associates LLC ($179.31K).

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

Institutional investors have bought a total of 8,426,548 shares in the last 24 months. This purchase volume represents approximately $724.02M in transactions.

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

Of the 80 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: Raymond James Financial Services Advisors Inc. ($268.01K), Legacy Capital Wealth Partners LLC ($67.85K), Envestnet Asset Management Inc. ($56.91K), Money Concepts Capital Corp ($52.63K), RVW Wealth LLC ($49.84K), Allworth Financial LP ($46.27K), and Osaic Holdings Inc. ($42.13K).

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

Institutional investors have sold a total of 1,004,869 shares in the last 24 months. This volume of shares sold represents approximately $82.77M in transactions.


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This page (NYSEARCA:RWL) was last updated on 1/21/2025 by MarketBeat.com Staff
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