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Invesco S&P 500 Revenue ETF
RWL

85 hedge funds and large institutions have $486M invested in Invesco S&P 500 Revenue ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

9% more funds holding

Funds holding: 78 → 85 (+7)

1.06% less ownership

Funds ownership: 51.97% → 50.9% (-1.1%)

7% less capital invested

Capital invested by funds: $520M → $486M (-$34.3M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
18
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCA
Heck Capital Advisors
Wisconsin
+$16.2M
2
TFS
Thoroughbred Financial Services
Tennessee
+$6.9M
3
FFW
Fusion Family Wealth
New York
+$3.52M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.69M
5
AAS
Avantax Advisory Services
Texas
+$2.56M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.6M
2
Goldman Sachs
Goldman Sachs
New York
-$10.5M
3
Morgan Stanley
Morgan Stanley
New York
-$7.4M
4
RJA
Raymond James & Associates
Florida
-$4.04M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.36M -$10.5M -199,975 -89%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.22M +$163K +3,108 +16%
APA
28
American Portfolios Advisors
New York
$1.21M -$46.9K -896 -4%
CAN
29
Cetera Advisor Networks
California
$1M -$22.4K -428 -2%
FNBT
30
FineMark National Bank & Trust
Florida
$901K – – –
DI
31
Diligent Investors
California
$885K -$1.31M -24,991 -60%
TRCT
32
Tower Research Capital (TRC)
New York
$852K +$308K +5,887 +58%
Stifel Financial
33
Stifel Financial
Missouri
$626K +$8.95K +171 +1%
LNC
34
Lincoln National Corp
Pennsylvania
$612K -$32.9K -628 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$609K -$8.32K -159 -1%
HighTower Advisors
36
HighTower Advisors
Illinois
$602K -$45.9K -878 -7%
Northern Trust
37
Northern Trust
Illinois
$598K +$587K +11,209 New
FAM
38
Flaharty Asset Management
Florida
$596K +$523 +10 +0.1%
FHC
39
First Heartland Consultants
Missouri
$555K +$211K +4,035 +63%
PWP
40
Personal Wealth Partners
Minnesota
$554K +$769K +14,694 New
FAAS
41
First Allied Advisory Services
California
$551K -$426K -8,148 -44%
PCP
42
Proficio Capital Partners
Massachusetts
$416K – – –
Citigroup
43
Citigroup
New York
$408K +$471 +9 +0.1%
KWM
44
Kingsview Wealth Management
Oregon
$394K – – –
SI
45
Stephens Inc
Arkansas
$393K -$30.8K -588 -7%
MML Investors Services
46
MML Investors Services
Massachusetts
$379K +$25.3K +484 +7%
BWP
47
Baldwin Wealth Partners
Massachusetts
$374K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$310K -$211K -4,025 -41%
SPL
49
Smart Portfolios LLC
Washington
$308K -$7.38K -141 -2%
AA
50
Ancora Advisors
Ohio
$294K -$8.9K -170 -3%
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RWL Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2019, worth a combined $486M — down 6.6% from $520M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RWL positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 34 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $16.2M. The largest seller was Bank of America, cutting an estimated $41.6M.

  • 85 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2019, up from 78 in Q1 2019.
  • Funds reported $486M of Invesco S&P 500 Revenue ETF stock for Q2 2019, down 6.6% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2019 was Heck Capital Advisors, an estimated $16.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2019 was Bank of America, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2019.