Invesco S&P 500 Revenue ETF
106 hedge funds and large institutions have $571M invested in Invesco S&P 500 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
2% more funds holding
Funds holding: 104 → 106 (+2)
2% more capital invested
Capital invested by funds: $563M → $571M (+$8.72M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5.55% less ownership
Funds ownership: 58.66% → 53.11% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$10.6M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$8.81M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.52M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.48M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.29M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$1.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.71M |
RWL Hedge Fund Activity: Q2 2021 in Review
106 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2021, worth a combined $571M — up 1.5% from $563M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RWL positions and 4 closed out — a net gain of 5 holders — while 35 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Royal Bank of Canada, cutting an estimated $3.48M.
- 106 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2021, up from 104 in Q1 2021.
- Funds reported $571M of Invesco S&P 500 Revenue ETF stock for Q2 2021, up 1.5% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2021 was Morgan Stanley, an estimated $17M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2021.