Invesco S&P 500 Revenue ETF
76 hedge funds and large institutions have $471M invested in Invesco S&P 500 Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 19 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
2.69% less ownership
Funds ownership: 52.98% → 50.29% (-2.7%)
4% less funds holding
Funds holding: 79 → 76 (-3)
11% less capital invested
Capital invested by funds: $527M → $471M (-$56.7M)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.8M |
| 2 |
Goldman Sachs
New York
|
+$5.11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.7M |
| 4 |
Morgan Stanley
New York
|
+$3.31M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.9M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$6.32M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.28M |
| 5 |
Jane Street
New York
|
-$1.68M |
RWL Hedge Fund Activity: Q4 2018 in Review
76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2018, worth a combined $471M — down 11% from $527M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of RWL and 16 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 24 added.
The largest buyer was Bank of America, adding an estimated $30.8M. The largest seller was Ameriprise, cutting an estimated $20.9M.
- 76 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2018, down from 79 in Q3 2018.
- Funds reported $471M of Invesco S&P 500 Revenue ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 16 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2018 and 19 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2018 was Bank of America, an estimated $30.8M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2018 was Ameriprise, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2018.