RWL icon

Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

38 hedge funds and large institutions have $135M invested in Invesco S&P 500 Revenue ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.8M
3
LPL Financial
3
LPL Financial
California
$9.06M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2M
5
MFS
5
MSI Financial Services
Massachusetts
$2.39M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$26.4M
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BBA
4
BLB&B Advisors
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$244K – – –
IA
27
IFP Advisors
Florida
$90K +$90K +2,281 New
Creative Planning
28
Creative Planning
Kansas
$80K – – –
IWM
29
Integrated Wealth Management
California
$61K – – –
Citigroup
30
Citigroup
New York
$34K +$12.4K +315 +57%
CFN
31
Cordasco Financial Network
Florida
$32K – – –
EWM
32
Evercore Wealth Management
New York
$20K – – –
HI
33
Hudock Inc
Pennsylvania
$10K +$38 +1 +0.4%
AFP
34
Ausdal Financial Partners
Iowa
$7K +$7K +178 New
CFA
35
Carroll Financial Associates
North Carolina
$3K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$3K – – –
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118 +$1 +14 +0.5%
Ameriprise
38
Ameriprise
Minnesota
– -$2.29M -60,840 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$1.65M -43,690 Closed
BBA
40
BLB&B Advisors
Pennsylvania
– -$863K -22,900 Closed
IPC
41
Independent Portfolio Consultants
Florida
– -$577K -15,310 Closed
KPCM
42
Kings Point Capital Management
New York
– -$302K -8,004 Closed
BT
43
Beacon Trust
New Jersey
– -$253K -6,696 Closed
CS
44
Credit Suisse
Switzerland
– -$245K -6,507 Closed
CAN
45
Cetera Advisor Networks
California
– -$201K -5,287 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$34K -906 Closed
1
2