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Invesco S&P 500 Revenue ETF
RWL

104 hedge funds and large institutions have $563M invested in Invesco S&P 500 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

20% more capital invested

Capital invested by funds: $469M → $563M (+$93.7M)

9% more funds holding

Funds holding: 95 → 104 (+9)

2.62% more ownership

Funds ownership: 56.04% → 58.66% (+2.6%)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$9.21M
2
FHC
First Heartland Consultants
Missouri
+$7.77M
3
FFW
Fusion Family Wealth
New York
+$5.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.05M
5
Wells Fargo
Wells Fargo
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.12M
2
Morgan Stanley
Morgan Stanley
New York
-$2.62M
3
BSW
Buckingham Strategic Wealth
Missouri
-$1.57M
4
UBS Group
UBS Group
Switzerland
-$714K
5
TRCT
Tower Research Capital (TRC)
New York
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.46M +$2.33M +35,353 New
RA
27
Rodgers & Associates
Pennsylvania
$2.25M -$312K -4,718 -13%
WMP
28
Wealth Management Partners
Arizona
$1.97M -$180K -2,728 -9%
EH
29
Equitable Holdings
New York
$1.85M +$170K +2,575 +11%
CAN
30
Cetera Advisor Networks
California
$1.77M +$670K +10,142 +66%
PAG
31
Private Advisor Group
New Jersey
$1.64M +$53.8K +815 +4%
RJA
32
Raymond James & Associates
Florida
$1.41M -$36.7K -556 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.4M +$409K +6,187 +44%
APA
34
American Portfolios Advisors
New York
$1.32M +$15.2K +230 +1%
TFS
35
Thoroughbred Financial Services
Tennessee
$954K +$8.52K +129 +0.9%
SPIA
36
Steward Partners Investment Advisory
New York
$914K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$859K +$447K +6,766 +121%
SPC
38
Sigma Planning Corp
Michigan
$832K +$790K +11,967 New
NA
39
NewEdge Advisors
Louisiana
$798K -$7.13K -108 -0.9%
BCM
40
Barometer Capital Management
Ontario, Canada
$709K +$673K +10,200 New
Truist Financial
41
Truist Financial
North Carolina
$701K -$167K -2,529 -20%
MFGM
42
Marshall Financial Group (Maryland)
Maryland
$634K -$17.1K -259 -3%
LNC
43
Lincoln National Corp
Pennsylvania
$616K +$22.1K +334 +4%
ECG
44
Edge Capital Group
Georgia
$612K – – –
Stifel Financial
45
Stifel Financial
Missouri
$602K -$660 -10 -0.1%
FAM
46
Flaharty Asset Management
Florida
$586K -$18.6K -281 -3%
CAM
47
Cozad Asset Management
Illinois
$511K -$66K -1,000 -12%
SI
48
Stephens Inc
Arkansas
$506K +$330 +5 +0.1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$505K -$36.4K -551 -7%
BWP
50
Baldwin Wealth Partners
Massachusetts
$487K – – –
1
2
3 4 5

RWL Hedge Fund Activity: Q1 2021 in Review

104 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2021, worth a combined $563M — up 20% from $469M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RWL positions and 5 closed out — a net gain of 10 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $9.21M. The largest seller was Bank of America, cutting an estimated $4.12M.

  • 104 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $563M of Invesco S&P 500 Revenue ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2021 and 5 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2021 was Money Concepts Capital, an estimated $9.21M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2021 was Bank of America, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2021.