Invesco S&P 500 Revenue ETF
26 hedge funds and large institutions have $97.4M invested in Invesco S&P 500 Revenue ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
30% more funds holding
Funds holding: 20 → 26 (+6)
0.32% more ownership
Funds ownership: 57.17% → 57.48% (+0.32%)
6% less capital invested
Capital invested by funds: $104M → $97.4M (-$6.75M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$18.8M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$7.71M |
| 3 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$809K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$491K |
| 5 |
LPL Financial
San Diego,
California
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $5K | +$33 | +1 | +0.7% |
|
|
CA
27
Cumberland Advisors
Sarasota,
Florida
| – | -$7.71M | -245,535 | Closed |
|
RWL Hedge Fund Activity: Q3 2013 in Review
26 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2013, worth a combined $97.4M — down 6.5% from $104M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RWL positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.77M. The largest seller was Brinker Capital Investments, cutting an estimated $18.8M.
- 26 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2013, up from 20 in Q2 2013.
- Funds reported $97.4M of Invesco S&P 500 Revenue ETF stock for Q3 2013, down 6.5% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2013 and 1 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2013 was JP Morgan Chase, an estimated $3.77M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2013 was Brinker Capital Investments, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2013.