INVESCO S&P 500 REVENUE ETF (RWL) Institutional Shareholders
INVESCO S&P 500 REVENUE ETF (RWL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.01B in RWL holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of RWL tracked by InsiderSet, reporting ownership valued at approximately $1.20B in its March 31, 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 $1.37B, representing an estimated gain of +14.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
323
Total Reported Value
$6.01B
Largest Holder
Invesco Ltd.
Largest Position
$1.20B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.18% | 10,484,128 | $1,204,731,148 | $1,374,469,181 | +$169,738,033 | +14.09% | |
| Lpl Financial Llc | 0.20% | 6,598,106 | $758,188,318 | $865,011,697 | +$106,823,379 | +14.09% | |
| Ameriprise Financial Inc | 0.11% | 3,951,429 | $454,305,750 | $518,032,342 | +$63,726,592 | +14.03% | |
| Morgan Stanley | 0.02% | 3,289,045 | $377,944,283 | $431,193,800 | +$53,249,517 | +14.09% | |
| Bank Of America Corp | 0.02% | 2,194,937 | $252,220,169 | $287,756,241 | +$35,536,072 | +14.09% | |
| Vantagepoint Investment Advisers Llc | 2.10% | 2,160,662 | $248,281,671 | $283,262,788 | +$34,981,117 | +14.09% | |
| Bank Of New York Mellon Corp | 0.04% | 1,690,687 | $194,276,839 | $221,649,066 | +$27,372,227 | +14.09% | |
| Fusion Family Wealth, Llc | 14.39% | 1,677,074 | $192,712,581 | $219,864,401 | +$27,151,820 | +14.09% | |
| Allworth Financial Lp | 0.58% | 1,249,240 | $143,550,166 | $163,775,364 | +$20,225,198 | +14.09% | |
| Osaic Holdings, Inc. | 0.20% | 1,202,494 | $138,204,811 | $157,646,963 | +$19,442,152 | +14.07% | |
| Cetera Investment Advisers | 0.13% | 1,091,140 | $125,382,902 | $143,048,454 | +$17,665,552 | +14.09% | |
| Raymond James Financial Inc | 0.04% | 1,009,372 | $115,986,917 | $132,328,669 | +$16,341,752 | +14.09% | |
| Jones Financial Companies Lllp | 0.05% | 988,544 | $111,516,289 | $129,598,118 | +$18,081,829 | +16.21% | |
| Commonwealth Equity Services, Llc | 0.13% | 832,552 | $106,366,796 | $109,147,567 | +$2,780,771 | +2.61% | |
| Wells Fargo & Company/Mn | 0.02% | 785,747 | $90,290,238 | $103,011,432 | +$12,721,194 | +14.09% | |
| Equitable Holdings, Inc. | 0.39% | 532,466 | $60,967,357 | $69,806,293 | +$8,838,936 | +14.50% | |
| Ubs Group Ag | 0.01% | 527,361 | $60,599,053 | $69,137,027 | +$8,537,974 | +14.09% | |
| Private Advisor Group, Llc | 0.27% | 456,748 | $58,354,162 | $59,879,663 | +$1,525,501 | +2.61% | |
| Klingman & Associates, Llc | 1.92% | 353,559 | $45,170,745 | $46,351,585 | +$1,180,840 | +2.61% | |
| Cerity Partners Llc | 0.06% | 385,638 | $44,313,640 | $50,557,142 | +$6,243,502 | +14.09% | |
| Kozak & Associates, Inc. | 7.44% | 333,763 | $42,881,881 | $43,756,329 | +$874,448 | +2.04% | |
| Kestra Advisory Services, Llc | 0.14% | 328,887 | $42,018,619 | $43,117,086 | +$1,098,467 | +2.61% | |
| Investment Planning Advisors, Inc. | 9.54% | 322,460 | $41,197,521 | $42,274,506 | +$1,076,985 | +2.61% | |
| Envestnet Asset Management Inc | 0.01% | 297,540 | $34,190,279 | $39,007,494 | +$4,817,215 | +14.09% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 287,407 | $33,025,938 | $37,679,058 | +$4,653,120 | +14.09% | |
| Tanglewood Legacy Advisors, Llc | 11.83% | 284,639 | $32,707,820 | $37,316,173 | +$4,608,353 | +14.09% | |
| Axxcess Wealth Management, Llc | 0.50% | 248,149 | $31,703,493 | $32,532,334 | +$828,841 | +2.61% | |
| Stewardship Advisors, Llc | 6.20% | 233,598 | $29,844,435 | $30,624,698 | +$780,263 | +2.61% | |
| Asset Allocation Strategies Llc | 5.23% | 256,235 | $29,444,006 | $33,592,409 | +$4,148,403 | +14.09% | |
| Everest Financial Group Llc | 4.73% | 249,841 | $28,709,144 | $32,754,155 | +$4,045,011 | +14.09% | |
| Scarborough Advisors, Llc | 3.23% | 218,171 | $28,126,148 | $28,602,218 | +$476,070 | +1.69% | |
| Atlas Legacy Advisors, Llc | 3.81% | 201,381 | $25,728,437 | $26,401,049 | +$672,612 | +2.61% | |
| Merit Financial Group, Llc | 0.15% | 193,496 | $24,721,021 | $25,367,326 | +$646,305 | +2.61% | |
| Goldman Sachs Group Inc | 0.00% | 213,662 | $24,551,900 | $28,011,088 | +$3,459,188 | +14.09% | |
| Commonwealth Financial Services, Llc | 3.15% | 183,408 | $23,432,152 | $24,044,789 | +$612,637 | +2.61% | |
| Mariner, Llc | 0.03% | 196,050 | $22,528,067 | $25,702,155 | +$3,174,088 | +14.09% | |
| Sanctuary Advisors, Llc | 0.12% | 193,233 | $22,204,459 | $25,332,846 | +$3,128,387 | +14.09% | |
| Cadent Capital Advisors, Llc | 4.59% | 173,316 | $22,142,881 | $22,721,728 | +$578,847 | +2.61% | |
| Mml Investors Services, Llc | 0.06% | 184,688 | $21,222,481 | $24,212,597 | +$2,990,116 | +14.09% | |
| Independent Advisor Alliance | 0.22% | 175,327 | $20,146,806 | $22,985,370 | +$2,838,564 | +14.09% | |
| Denver Wealth Management, Inc. | 6.65% | 168,293 | $19,338,512 | $22,063,212 | +$2,724,700 | +14.09% | |
| Stratos Wealth Partners, Ltd. | 0.21% | 157,708 | $18,122,260 | $20,675,519 | +$2,553,259 | +14.09% | |
| Harbour Investments, Inc. | 0.27% | 152,833 | $17,562,049 | $20,036,406 | +$2,474,357 | +14.09% | |
| Royal Bank Of Canada | 0.00% | 152,054 | $17,473,000 | $19,934,279 | +$2,461,279 | +14.09% | |
| Aspire Capital Advisors Llc | 3.75% | 145,078 | $16,670,884 | $19,019,726 | +$2,348,842 | +14.09% | |
| Blue Water Asset Management | 5.59% | 140,791 | $16,178,261 | $18,457,700 | +$2,279,439 | +14.09% | |
| Leclair Wealth Partners Llc | 5.59% | 140,791 | $16,178,261 | $18,457,700 | +$2,279,439 | +14.09% | |
| Concurrent Investment Advisors, Llc | 0.14% | 125,695 | $16,058,835 | $16,478,615 | +$419,780 | +2.61% | |
| Ashton Thomas Securities, Llc | 1.84% | 97,432 | $12,437,436 | $12,773,335 | +$335,899 | +2.70% | |
| Kraft, Davis & Associates, Llc | 2.42% | 89,476 | $11,571,710 | $11,730,304 | +$158,594 | +1.37% |
Frequently asked questions about RWL
Who owns the most RWL stock?
The largest holders of RWL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 REVENUE ETF (RWL).
Is RWL widely held by superinvestors?
Many widely followed stocks like RWL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RWL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.