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Invesco S&P 500 Revenue ETF
RWL

64 hedge funds and large institutions have $419M invested in Invesco S&P 500 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

169% more call options, than puts

Call options by funds: $827K | Put options by funds: $308K

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

16% more funds holding

Funds holding: 55 → 64 (+9)

8% more capital invested

Capital invested by funds: $388M → $419M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.97% less ownership

Funds ownership: 50.91% → 48.95% (-2%)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
25
Reduced
13
Closed
4
Calls
$827K
Puts
$308K
Net Calls
+$519K
Net Calls Change
+$519K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.52M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.27M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.93M
4
LPL Financial
LPL Financial
California
+$1.58M
5
DI
Diligent Investors
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.65M
3
Jane Street
Jane Street
New York
-$3.48M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.51M
5
NPC
National Planning Corporation
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.15M +$23.4K +474 +2%
FSA
27
Financial Services Advisory
Maryland
$1.12M +$1.08M +21,841 New
FAIM
28
Financial Advocates Investment Management
Washington
$979K +$940K +19,043 New
CAN
29
Cetera Advisor Networks
California
$871K +$49.5K +1,002 +6%
IWM
30
IHT Wealth Management
Illinois
$861K +$807K +16,336 New
LNC
31
Lincoln National Corp
Pennsylvania
$710K +$339K +6,860 +99%
FAM
32
Flaharty Asset Management
Florida
$585K +$494 +10 +0.1%
FAAS
33
First Allied Advisory Services
California
$516K +$497K +10,058 New
APA
34
American Portfolios Advisors
New York
$447K +$429K +8,690 New
FHC
35
First Heartland Consultants
Missouri
$441K +$124K +2,510 +41%
PAG
36
Private Advisor Group
New Jersey
$415K -$464K -9,404 -54%
SWP
37
Stratos Wealth Partners
Ohio
$406K +$139K +2,819 +55%
PCP
38
Proficio Capital Partners
Massachusetts
$401K – – –
KWM
39
Kingsview Wealth Management
Oregon
$379K +$364K +7,378 New
BWP
40
Baldwin Wealth Partners
Massachusetts
$372K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$357K -$1.63K -33 -0.5%
AA
42
Ancora Advisors
Ohio
$301K – – –
JCM
43
Jacobi Capital Management
Pennsylvania
$291K +$31.1K +630 +13%
SPC
44
Sigma Planning Corp
Michigan
$288K +$55.5K +1,123 +25%
RC
45
RegentAtlantic Capital
New Jersey
$266K +$3.51K +71 +1%
MSAM
46
Moloney Securities Asset Management
Missouri
$232K +$222K +4,505 New
IA
47
IFP Advisors
Florida
$220K -$4.1K -83 -2%
SI
48
Stephens Inc
Arkansas
$214K +$206K +4,165 New
SPIA
49
Steward Partners Investment Advisory
New York
$103K – – –
WCM
50
Whitener Capital Management
North Carolina
$95K +$91.4K +1,851 New
1
2
3

RWL Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2017, worth a combined $419M — up 7.9% from $388M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWL positions and 4 closed out — a net gain of 9 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.52M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.1M sold.

  • 64 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $419M of Invesco S&P 500 Revenue ETF stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2017 and 4 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q4 2017 was Ameriprise, an estimated $7.52M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2017.