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Invesco S&P 500 Revenue ETF
RWL

48 hedge funds and large institutions have $286M invested in Invesco S&P 500 Revenue ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.3M)

7% more funds holding

Funds holding: 45 → 48 (+3)

1.65% less ownership

Funds ownership: 50.01% → 48.36% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
4
Increased
29
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.14M
2
RJA
Raymond James & Associates
Florida
+$8.43M
3
Morgan Stanley
Morgan Stanley
New York
+$5.09M
4
Jane Street
Jane Street
New York
+$3.89M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
3
KA
Klingman & Associates
New York
-$270K
4
WEC
Winslow Evans & Crocker
Massachusetts
-$75.7K
5
SPL
Smart Portfolios LLC
Washington
-$41.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$630K +$240K +5,329 +62%
FAM
27
Flaharty Asset Management
Florida
$498K +$405 +9 +0.1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$460K +$67.2K +1,494 +17%
WPW
29
Waldron Private Wealth
Pennsylvania
$366K +$34.7K +771 +11%
PCP
30
Proficio Capital Partners
Massachusetts
$358K – – –
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$342K – – –
PAG
32
Private Advisor Group
New Jersey
$340K +$15.7K +350 +5%
SWP
33
Stratos Wealth Partners
Ohio
$298K +$294K +6,544 New
LNC
34
Lincoln National Corp
Pennsylvania
$270K +$1.3K +29 +0.5%
AA
35
Ancora Advisors
Ohio
$267K – – –
IA
36
IFP Advisors
Florida
$163K +$78.4K +1,743 +95%
WEC
37
Winslow Evans & Crocker
Massachusetts
$98.9K -$75.7K -1,684 -44%
BTIS
38
BB&T Investment Services
North Carolina
$69K +$6.38K +142 +10%
TRCT
39
Tower Research Capital (TRC)
New York
$50K +$49.5K +1,100 New
CFN
40
Cordasco Financial Network
Florida
$37K – – –
Creative Planning
41
Creative Planning
Kansas
$35K -$4.5K -100 -11%
HI
42
Hudock Inc
Pennsylvania
$31K +$19.5K +434 +163%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$21K +$20.5K +456 New
GRP
44
Global Retirement Partners
California
$20K – – –
Citigroup
45
Citigroup
New York
$17K +$1.03K +23 +7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$9K -$10.2K -227 -53%
CFA
47
Carroll Financial Associates
North Carolina
$4K – – –
1
2

RWL Hedge Fund Activity: Q1 2017 in Review

48 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2017, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RWL positions and 0 closed out — a net gain of 4 holders — while 29 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $9.14M. The largest seller was Wells Fargo, cutting an estimated $2.37M.

  • 48 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2017, up from 45 in Q4 2016.
  • Funds reported $286M of Invesco S&P 500 Revenue ETF stock for Q1 2017, up 18% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2017 and 0 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2017 was Bank of America, an estimated $9.14M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2017 was Wells Fargo, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2017.