Invesco S&P 500 Revenue ETF
88 hedge funds and large institutions have $482M invested in Invesco S&P 500 Revenue ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 85 → 88 (+3)
0.15% more ownership
Funds ownership: 50.9% → 51.05% (+0.15%)
1% less capital invested
Capital invested by funds: $486M → $482M (-$3.74M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.72M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.09M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.29M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$6.98M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.94M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.2M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.15M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.12M |
RWL Hedge Fund Activity: Q3 2019 in Review
88 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2019, worth a combined $482M — down 0.77% from $486M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RWL positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 36 trimmed.
The largest buyer was Bank of America, adding an estimated $8.62M. The largest seller was Thoroughbred Financial Services, cutting an estimated $6.98M.
- 88 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2019, up from 85 in Q2 2019.
- Funds reported $482M of Invesco S&P 500 Revenue ETF stock for Q3 2019, down 0.77% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2019 was Bank of America, an estimated $8.62M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $6.98M sold.
Based on aggregated 13F filings for Q3 2019.