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Invesco S&P 500 Revenue ETF
RWL

79 hedge funds and large institutions have $527M invested in Invesco S&P 500 Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

11% more funds holding

Funds holding: 71 → 79 (+8)

10% more capital invested

Capital invested by funds: $478M → $527M (+$49.4M)

0.71% more ownership

Funds ownership: 52.26% → 52.98% (+0.71%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
32
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$14.2M
2
PAG
Private Advisor Group
New Jersey
+$9.79M
3
CWM
Cornerstone Wealth Management
Missouri
+$2.4M
4
RJA
Raymond James & Associates
Florida
+$1.47M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$8.93M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.32M
3
Wells Fargo
Wells Fargo
California
-$2.27M
4
EWF
Epstein & White Financial
California
-$1.29M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$712K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.44M +$1.42M +26,643 New
IA
27
IFG Advisory
Georgia
$1.26M +$96.4K +1,813 +9%
APA
28
American Portfolios Advisors
New York
$1.03M +$244K +4,584 +32%
FAAS
29
First Allied Advisory Services
California
$945K +$55K +1,034 +6%
SG Americas Securities
30
SG Americas Securities
New York
$938K +$15.8K +298 +2%
FNBT
31
FineMark National Bank & Trust
Florida
$914K – – –
CAN
32
Cetera Advisor Networks
California
$895K -$47.8K -899 -5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$825K -$53K -997 -6%
HighTower Advisors
34
HighTower Advisors
Illinois
$784K -$81.8K -1,538 -10%
MA
35
Mutual Advisors
Nebraska
$765K +$638 +12 +0.1%
FHC
36
First Heartland Consultants
Missouri
$727K +$27K +507 +4%
EWF
37
Epstein & White Financial
California
$725K -$1.29M -24,302 -64%
AWM
38
AE Wealth Management
Kansas
$665K +$653K +12,277 New
FAM
39
Flaharty Asset Management
Florida
$605K +$532 +10 +0.1%
SI
40
Stephens Inc
Arkansas
$542K +$38.2K +719 +8%
UWM
41
USAdvisors Wealth Management
Minnesota
$539K +$169K +3,175 +47%
IA
42
IFP Advisors
Florida
$443K +$19.4K +365 +5%
PCP
43
Proficio Capital Partners
Massachusetts
$423K – – –
BWP
44
Baldwin Wealth Partners
Massachusetts
$415K – – –
KWM
45
Kingsview Wealth Management
Oregon
$400K – – –
SWP
46
Stratos Wealth Partners
Ohio
$387K +$14.1K +265 +4%
Brown Advisory
47
Brown Advisory
Maryland
$381K +$374K +7,036 New
LNC
48
Lincoln National Corp
Pennsylvania
$360K -$7.07K -133 -2%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$357K +$110K +2,074 +46%
SPL
50
Smart Portfolios LLC
Washington
$325K +$4.04K +76 +1%
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RWL Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2018, worth a combined $527M — up 10% from $478M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWL positions and 3 closed out — a net gain of 8 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.2M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $8.93M.

  • 79 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2018, up from 71 in Q2 2018.
  • Funds reported $527M of Invesco S&P 500 Revenue ETF stock for Q3 2018, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2018 and 3 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2018 was Ameriprise, an estimated $14.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2018.