Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
RWL
Shares outstanding
48,410,441
Price per share
$114.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
45,138,778
Total reported value
$4,992,156,515
% of total 13F portfolios
0.02%
Share change
+5,129,395
Value change
+$568,611,971
Number of holders
283
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Invesco Ltd. 15% +16% $762,520,959 +$164,984,593 7,845,673 +28% Invesco Ltd. 31 Mar 2025

As of 30 Sep 2025, 283 institutional investors reported holding 45,138,778 shares of Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL). This represents 93% of the company’s total 48,410,441 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Invesco Ltd. 19% 9,176,334 +12% 0.16% $1,015,453,121
LPL Financial LLC 10% 5,027,810 +4.7% 0.16% $556,377,400
AMERIPRISE FINANCIAL INC 7.5% 3,644,674 -1.1% 0.09% $403,339,695
MORGAN STANLEY 6.4% 3,082,017 +2.6% 0.02% $341,056,153
Allworth Financial LP 4.7% 2,284,609 +1.5% 1.1% $252,814,790
VANTAGEPOINT INVESTMENT ADVISERS LLC 4.7% 2,269,216 2.1% $251,111,442
BANK OF AMERICA CORP /DE/ 4.5% 2,193,550 +9.1% 0.02% $242,738,266
Fusion Family Wealth LLC 3.3% 1,581,628 +0.13% 14% $175,022,962
OSAIC HOLDINGS, INC. 2.5% 1,216,821 -2.2% 0.19% $132,314,852
Bank of New York Mellon Corp 1.8% 886,475 +1.6% 0.02% $98,097,321
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 763,574 -13% 0.11% $84,497,000
Cetera Investment Advisers 1.6% 761,141 +75% 0.1% $84,227,891
RAYMOND JAMES FINANCIAL INC 1.6% 756,020 +11% 0.03% $83,661,219
WELLS FARGO & COMPANY/MN 1.5% 708,805 +3.2% 0.02% $78,436,384
JONES FINANCIAL COMPANIES LLLP 1.3% 637,602 +26% 0.05% $70,314,781
Kozak & Associates, Inc. 1.2% 570,633 -1.3% 13% $63,346,024
WELLINGTON MANAGEMENT GROUP LLP 1% 494,364 0.01% $54,706,320
UBS Group AG 1% 486,650 -6.5% 0.01% $53,852,689
Cerity Partners LLC 0.8% 387,486 +1.4% 0.07% $42,879,172
Kestra Advisory Services, LLC 0.69% 332,085 +6.7% 0.17% $36,748,500
Equitable Holdings, Inc. 0.64% 312,111 +2.6% 0.25% $34,538,203
Klingman & Associates, LLC 0.59% 285,548 +0.27% 1.6% $31,598,761
Global Retirement Partners, LLC 0.59% 285,297 +6.3% 0.71% $31,570,978
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.52% 253,280 -11% 0.02% $28,027,919
Stewardship Advisors, LLC 0.45% 219,942 +1.2% 5.8% $24,338,749

Institutional Holders of Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,300,151 $265,391,305 +$16,378,978 $114.50 53
2025 Q3 45,138,778 $4,992,156,515 +$568,611,971 $110.66 283
2025 Q2 40,079,923 $4,179,296,677 +$233,897,091 $104.29 261
2025 Q1 37,699,840 $3,735,590,891 +$969,462,735 $99.34 250
2024 Q4 28,125,926 $2,764,968,007 +$269,625,451 $97.92 241
2024 Q3 25,013,701 $2,453,183,216 +$228,942,958 $98.07 204
2024 Q2 22,674,130 $2,105,790,093 +$192,083,324 $92.62 192
2024 Q1 20,420,948 $1,912,754,616 +$173,688,267 $93.73 185
2023 Q4 18,573,167 $1,584,467,040 +$188,989,485 $85.34 173
2023 Q3 16,345,689 $1,277,026,489 +$65,092,853 $78.14 169
2023 Q2 15,495,663 $1,239,584,285 +$137,215,217 $80.00 158
2023 Q1 13,766,297 $1,047,507,524 +$42,107,288 $76.10 143
2022 Q4 13,227,946 $978,095,928 +$74,452,111 $73.94 148
2022 Q3 12,377,470 $837,548,576 +$61,619,569 $67.11 142
2022 Q2 11,623,422 $812,050,906 +$160,537,062 $69.87 140
2022 Q1 9,307,209 $750,644,076 +$104,317,998 $80.67 131
2021 Q4 8,021,508 $641,668,658 -$6,224,157 $79.96 126
2021 Q3 7,837,232 $570,582,569 -$18,910,424 $72.76 110
2021 Q2 7,756,622 $571,354,339 +$34,171,385 $73.71 107
2021 Q1 8,085,847 $562,905,508 +$34,179,900 $69.52 105
2020 Q4 7,528,559 $469,096,069 -$30,538,244 $62.28 96
2020 Q3 7,825,435 $421,917,842 +$20,551,467 $53.93 88
2020 Q2 7,410,065 $379,559,224 -$25,632,668 $51.15 86
2020 Q1 7,925,164 $348,087,980 -$54,490,646 $43.91 86
2019 Q4 9,196,600 $536,366,102 +$1,117,526 $58.32 100
2019 Q3 8,933,233 $482,080,997 -$10,152,167 $53.95 87
2019 Q2 9,121,407 $485,264,644 +$485,142,992 $53.38 82
2019 Q1 3,451 $206,000 $63.02 2