Invesco S&P 500 Revenue ETF
36 hedge funds and large institutions have $108M invested in Invesco S&P 500 Revenue ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
16% more funds holding
Funds holding: 31 → 36 (+5)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
2% more capital invested
Capital invested by funds: $106M → $108M (+$2.32M)
1.24% less ownership
Funds ownership: 43.48% → 42.25% (-1.2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $352K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$2.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.41M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.41M |
| 5 |
Jane Street
New York
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.27M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$2.31M |
| 3 |
JP Morgan Chase
New York
|
-$2.01M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$479K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$228K |
RWL Hedge Fund Activity: Q3 2014 in Review
36 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2014, worth a combined $108M — up 2.2% from $106M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RWL positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Cumberland Advisors, opening a new position worth an estimated $2.53M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.27M.
- 36 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2014, up from 31 in Q2 2014.
- Funds reported $108M of Invesco S&P 500 Revenue ETF stock for Q3 2014, up 2.2% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2014 and 4 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2014 was Cumberland Advisors, an estimated $2.53M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2014 was Cetera Advisor Networks, an estimated $3.27M sold.
Based on aggregated 13F filings for Q3 2014.