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
$117.39
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
47,387,710
Total reported value
$5,428,738,470
% of total 13F portfolios
0.02%
Share change
+1,700,518
Value change
+$197,220,705
Number of holders
296
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 31 Dec 2025, 296 institutional investors reported holding 47,387,710 shares of Invesco S&P 500 Revenue ETF - Exchange Traded Fund (RWL). This represents 98% 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 81% 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% 9,001,402 -1.9% 0.16% $1,030,660,530
LPL Financial LLC 12% 5,870,899 +17% 0.18% $672,217,849
AMERIPRISE FINANCIAL INC 7.8% 3,770,378 +3.4% 0.1% $431,846,472
MORGAN STANLEY 6.5% 3,154,989 +2.4% 0.02% $361,246,440
VANTAGEPOINT INVESTMENT ADVISERS LLC 4.7% 2,271,112 +0.08% 2.1% $260,042,324
BANK OF AMERICA CORP /DE/ 4.5% 2,189,385 -0.19% 0.02% $250,684,526
Fusion Family Wealth, LLC 3.4% 1,628,324 +3% 14% $186,443,079
Allworth Financial LP 2.6% 1,261,650 -45% 0.59% $144,458,880
OSAIC HOLDINGS, INC. 2.5% 1,201,452 -1.3% 0.2% $137,595,417
Bank of New York Mellon Corp 2% 985,133 +11% 0.02% $112,797,765
RAYMOND JAMES FINANCIAL INC 1.8% 894,401 +18% 0.03% $102,408,884
Cetera Investment Advisers 1.8% 869,157 +14% 0.11% $99,518,380
JONES FINANCIAL COMPANIES LLLP 1.6% 790,186 +24% 0.06% $90,564,687
WELLS FARGO & COMPANY/MN 1.6% 774,689 +9.3% 0.02% $88,701,905
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 759,448 -0.54% 0.12% $86,956,793
Kozak & Associates, Inc. 1.2% 575,024 +0.77% 13% $67,887,318
UBS Group AG 1.1% 541,369 +11% 0.01% $61,986,752
Kestra Advisory Services, LLC 0.89% 428,682 +29% 0.2% $49,084,075
Cerity Partners LLC 0.79% 383,757 -0.96% 0.06% $43,940,214
Equitable Holdings, Inc. 0.73% 352,645 +13% 0.28% $40,377,853
AXXCESS WEALTH MANAGEMENT, LLC 0.69% 334,486 +235% 0.68% $38,298,660
Stewardship Advisors, LLC 0.65% 312,547 +42% 8.3% $35,786,592
Klingman & Associates, LLC 0.62% 302,357 +5.9% 1.7% $34,619,900
Global Retirement Partners, LLC 0.61% 295,565 +3.6% 0.6% $33,842,147
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.57% 276,526 +9.2% 0.02% $31,662,152

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 47,387,710 $5,428,738,470 +$197,220,705 $114.50 296
2025 Q3 45,376,706 $5,018,484,656 +$594,939,504 $110.66 284
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