Invesco S&P 500 Revenue ETF
86 hedge funds and large institutions have $380M invested in Invesco S&P 500 Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 13 closing their positions.
9% more capital invested
Capital invested by funds: $348M → $380M (+$31.5M)
1.4% more ownership
Funds ownership: 51.14% → 52.54% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1% less funds holding
Funds holding: 87 → 86 (-1)
61% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$8.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$756K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.19M |
| 4 |
WA
Wealth Alliance
Mellville,
New York
|
-$2.32M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.96M |
RWL Hedge Fund Activity: Q2 2020 in Review
86 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2020, worth a combined $380M — up 9% from $348M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of RWL and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 15 added.
The largest buyer was RVW Wealth, opening a new position worth an estimated $8.81M. The largest seller was Bank of America, cutting an estimated $10.5M.
- 86 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2020, down from 87 in Q1 2020.
- Funds reported $380M of Invesco S&P 500 Revenue ETF stock for Q2 2020, up 9% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2020 and 13 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2020 was RVW Wealth, an estimated $8.81M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2020 was Bank of America, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2020.