Invesco S&P 500 Revenue ETF
26 hedge funds and large institutions have $94.1M invested in Invesco S&P 500 Revenue ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less capital invested
Capital invested by funds: $97.4M → $94.1M (-$3.25M)
12.22% less ownership
Funds ownership: 57.48% → 45.27% (-12%)
Top Buyers
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$734K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$501K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$449K |
| 4 |
Morgan Stanley
New York
|
+$416K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$295K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $5K | – | – | – |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$4.79M | -145,762 | Closed |
|
28
Barclays
London,
United Kingdom
| – | -$3.2M | -100,000 | Closed |
|
|
TCM
29
Twele Capital Management
Minnetonka,
Minnesota
| – | -$658K | -20,000 | Closed |
|
|
AIG
30
American International Group
New York
| – | -$42.7K | -1,299 | Closed |
|
RWL Hedge Fund Activity: Q4 2013 in Review
26 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2013, worth a combined $94.1M — down 3.3% from $97.4M a quarter earlier.
Fund positioning in RWL was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 5 trimmed.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $734K. The largest seller was Bank of America, cutting an estimated $6.83M.
- 26 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $94.1M of Invesco S&P 500 Revenue ETF stock for Q4 2013, down 3.3% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2013 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2013 was B. Riley Wealth Advisors, an estimated $734K added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2013 was Bank of America, an estimated $6.83M sold.
Based on aggregated 13F filings for Q4 2013.