RWL Institutional Ownership & Shareholders
INVESCO S&P 500 REVENUE ETF (RWL) is currently held by 343 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of RWL tracked by InsiderSet, reporting ownership valued at approximately $1.35B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.42B, representing an estimated gain of +5.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed RWL value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 REVENUE ETF (RWL).
This page ranks the largest institutional RWL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
343
Total Reported Value
$6.75B
Largest Holder
Invesco Ltd.
Largest Position
$1.35B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.11% | 10,557,671 | $1,348,848,047 | $1,422,223,860 | +$73,375,813 | +5.44% | |
| Lpl Financial Llc | 0.19% | 6,638,080 | $848,081,091 | $894,215,757 | +$46,134,666 | +5.44% | |
| Ameriprise Financial Inc | 0.10% | 3,724,055 | $475,787,398 | $501,667,449 | +$25,880,051 | +5.44% | |
| Morgan Stanley | 0.02% | 3,340,730 | $426,811,818 | $450,029,738 | +$23,217,920 | +5.44% | |
| Bank Of America Corp | 0.02% | 2,261,592 | $288,940,974 | $304,659,058 | +$15,718,084 | +5.44% | |
| Vantagepoint Investment Advisers Llc | 2.15% | 2,212,489 | $284,703,085 | $298,044,393 | +$13,341,308 | +4.69% | |
| Bank Of New York Mellon Corp | 0.04% | 1,740,482 | $222,363,951 | $234,460,330 | +$12,096,379 | +5.44% | |
| Fusion Family Wealth, Llc | 14.15% | 1,666,476 | $212,908,999 | $224,490,982 | +$11,581,983 | +5.44% | |
| Jones Financial Companies Lllp | 0.06% | 1,231,922 | $157,464,191 | $165,952,213 | +$8,488,022 | +5.39% | |
| Cetera Investment Advisers | 0.14% | 1,195,593 | $152,749,079 | $161,058,333 | +$8,309,254 | +5.44% | |
| Osaic Holdings, Inc. | 0.17% | 1,147,741 | $146,668,926 | $154,612,190 | +$7,943,264 | +5.42% | |
| Allworth Financial Lp | 0.52% | 957,224 | $122,294,897 | $128,947,645 | +$6,652,748 | +5.44% | |
| Raymond James Financial Inc | 0.03% | 942,746 | $120,445,278 | $126,997,314 | +$6,552,036 | +5.44% | |
| Wells Fargo & Company/Mn | 0.02% | 872,105 | $111,420,054 | $117,481,265 | +$6,061,211 | +5.44% | |
| Commonwealth Equity Services, Llc | 0.13% | 832,552 | $106,366,796 | $112,153,080 | +$5,786,284 | +5.44% | |
| Capital Analysts, Llc | 2.03% | 688,862 | $88,009,000 | $92,796,600 | +$4,787,600 | +5.44% | |
| Equitable Holdings, Inc. | 0.49% | 644,734 | $82,371,161 | $86,852,117 | +$4,480,956 | +5.44% | |
| Ubs Group Ag | 0.01% | 537,165 | $68,628,200 | $72,361,497 | +$3,733,297 | +5.44% | |
| Private Advisor Group, Llc | 0.27% | 456,748 | $58,354,162 | $61,528,523 | +$3,174,361 | +5.44% | |
| Envestnet Asset Management Inc | 0.01% | 423,720 | $54,134,406 | $57,079,321 | +$2,944,915 | +5.44% | |
| Cerity Partners Llc | 0.06% | 381,264 | $48,710,317 | $51,360,073 | +$2,649,756 | +5.44% | |
| Klingman & Associates, Llc | 1.97% | 367,583 | $47,300,631 | $49,517,106 | +$2,216,475 | +4.69% | |
| Investment Planning Advisors, Inc. | 9.76% | 335,973 | $43,232,978 | $45,258,923 | +$2,025,945 | +4.69% | |
| Kozak & Associates, Inc. | 7.67% | 315,162 | $42,367,259 | $42,455,473 | +$88,214 | +0.21% | |
| Kestra Advisory Services, Llc | 0.14% | 328,887 | $42,018,619 | $44,304,368 | +$2,285,749 | +5.44% | |
| Tanglewood Legacy Advisors, Llc | 12.01% | 291,325 | $37,219,624 | $39,244,391 | +$2,024,767 | +5.44% | |
| Everest Financial Group Llc | 4.36% | 252,019 | $32,197,891 | $33,949,479 | +$1,751,588 | +5.44% | |
| Asset Allocation Strategies Llc | 4.67% | 242,677 | $31,227,620 | $32,691,019 | +$1,463,399 | +4.69% | |
| Stewardship Advisors, Llc | 6.26% | 233,574 | $30,056,354 | $31,464,754 | +$1,408,400 | +4.69% | |
| Goldman Sachs Group Inc | 0.00% | 232,211 | $29,667,277 | $31,281,144 | +$1,613,867 | +5.44% | |
| Mml Investors Services, Llc | 0.06% | 228,455 | $29,187,458 | $30,775,173 | +$1,587,715 | +5.44% | |
| Thoroughbred Financial Services, Llc | 1.35% | 220,752 | $28,203,000 | $29,737,502 | +$1,534,502 | +5.44% | |
| Sanctuary Advisors, Llc | 0.12% | 205,291 | $26,227,957 | $27,654,751 | +$1,426,794 | +5.44% | |
| Atlas Legacy Advisors, Llc | 3.81% | 201,381 | $25,728,437 | $27,128,035 | +$1,399,598 | +5.44% | |
| Merit Financial Group, Llc | 0.15% | 193,496 | $24,721,021 | $26,065,846 | +$1,344,825 | +5.44% | |
| Denver Wealth Management, Inc. | 6.42% | 175,559 | $22,429,339 | $23,649,553 | +$1,220,214 | +5.44% | |
| Verdence Capital Advisors Llc | 0.93% | 170,313 | $21,915,861 | $22,942,864 | +$1,027,003 | +4.69% | |
| Stratos Wealth Partners, Ltd. | 0.21% | 162,868 | $20,808,087 | $21,939,948 | +$1,131,861 | +5.44% | |
| Harbour Investments, Inc. | 0.27% | 159,636 | $20,395,044 | $21,504,566 | +$1,109,522 | +5.44% | |
| Jpmorgan Chase & Co | 0.00% | 156,667 | $20,050,286 | $21,104,612 | +$1,054,326 | +5.26% | |
| Commonwealth Financial Services, Llc | 3.49% | 151,648 | $19,514,080 | $20,428,502 | +$914,422 | +4.69% | |
| Aspire Capital Advisors Llc | 3.72% | 149,668 | $19,121,629 | $20,161,776 | +$1,040,147 | +5.44% | |
| Blue Water Asset Management | 5.88% | 142,509 | $18,207,005 | $19,197,387 | +$990,382 | +5.44% | |
| Royal Bank Of Canada | 0.00% | 142,225 | $18,171,000 | $19,159,130 | +$988,130 | +5.44% | |
| Newedge Advisors, Llc | 0.05% | 142,067 | $18,150,435 | $19,137,846 | +$987,411 | +5.44% | |
| Cadent Capital Advisors, Llc | 3.76% | 136,309 | $17,540,200 | $18,362,185 | +$821,985 | +4.69% | |
| Ancora Advisors Llc | 0.33% | 132,040 | $16,869,431 | $17,787,108 | +$917,677 | +5.44% | |
| Petix & Botte Co | 2.82% | 109,836 | $14,032,598 | $14,796,008 | +$763,410 | +5.44% | |
| Ashton Thomas Securities, Llc | 1.48% | 109,118 | $13,984,170 | $14,699,286 | +$715,116 | +5.11% | |
| Kraft, Davis & Associates, Llc | 2.63% | 92,726 | $12,448,058 | $12,491,119 | +$43,061 | +0.35% |
Frequently asked questions about RWL
Who are the largest institutional holders of RWL?
The largest institutional holders of RWL reported in the latest SEC Form 13F filings include Invesco Ltd., Lpl Financial Llc, Ameriprise Financial Inc, Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported RWL position.
What is RWL institutional ownership?
This page tracks RWL positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 REVENUE ETF (RWL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWL?
InsiderSet currently tracks 343 institutional managers reporting RWL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RWL shareholders.
How much RWL stock do institutions own?
Institutional investment managers disclosed approximately $6.75B in RWL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWL institutional ownership last updated?
The latest RWL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RWL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RWL position after the reporting date.
Are institutions buying or selling RWL?
Institutional buying and selling can be analyzed by comparing RWL positions across consecutive 13F reporting periods. InsiderSet's RWL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWL ownership changes.
How has RWL institutional ownership changed over time?
InsiderSet tracks RWL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.