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Invesco S&P 500 Revenue ETF
RWL

133 hedge funds and large institutions have $753M invested in Invesco S&P 500 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more capital invested

Capital invested by funds: $643M → $753M (+$109M)

5% more funds holding

Funds holding: 127 → 133 (+6)

1.26% more ownership

Funds ownership: 57.17% → 58.44% (+1.3%)

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
18
Increased
53
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.5M
2
EFL
ERn Financial LLC
Wisconsin
+$17.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$12.8M
4
WA
Win Advisors
Florida
+$9.08M
5
FFW
Fusion Family Wealth
New York
+$7.77M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$3.12M
2
TF
Tompkins Financial
New York
-$1.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$916K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$807K
5
Wells Fargo
Wells Fargo
California
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RiverTree Advisors
Florida
$4.11M +$4.02M +50,891 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.57M -$409K -5,184 -10%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.55M +$2.34M +29,674 +207%
CAN
29
Cetera Advisor Networks
California
$3.5M -$15.2K -192 -0.4%
BSW
30
Buckingham Strategic Wealth
Missouri
$3.46M -$134K -1,698 -4%
KLI
31
Kelman-Lazarov Inc
Tennessee
$3.16M -$42.9K -544 -1%
KAS
32
Kestra Advisory Services
Texas
$3.02M +$86.6K +1,097 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.74M +$143K +1,814 +6%
MCC
34
Money Concepts Capital
Florida
$2.62M +$2.39M +30,298 +1,383%
PAG
35
Private Advisor Group
New Jersey
$2.3M +$110K +1,396 +5%
RA
36
Rodgers & Associates
Pennsylvania
$2.24M -$142K -1,800 -6%
RJA
37
Raymond James & Associates
Florida
$2.23M +$408K +5,172 +23%
ACMA
38
Arbor Capital Management (Alaska)
Alaska
$1.88M -$11.1K -140 -0.2%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.84M +$688K +8,716 +62%
Truist Financial
40
Truist Financial
North Carolina
$1.78M +$965K +12,224 +123%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.73M +$88.7K +1,123 +6%
LNC
42
Lincoln National Corp
Pennsylvania
$1.64M +$297K +3,764 +23%
APA
43
American Portfolios Advisors
New York
$1.59M -$16.9K -214 -1%
KM
44
Kalos Management
Georgia
$1.55M +$1.61M +20,422 New
SPC
45
Sigma Planning Corp
Michigan
$1.38M +$301K +3,818 +29%
KA
46
Kozak & Associates
Colorado
$1.35M – – –
PPW
47
Pinnacle Private Wealth
Massachusetts
$1.29M +$79 +1 +0%
SPIA
48
Steward Partners Investment Advisory
New York
$1.11M – – –
SCA
49
Snowden Capital Advisors
New York
$1.09M +$262K +3,325 +33%
NA
50
NewEdge Advisors
Louisiana
$986K -$48.5K -615 -5%
1
2
3 4 5

RWL Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2022, worth a combined $753M — up 17% from $643M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWL positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $3.12M.

  • 133 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $753M of Invesco S&P 500 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2022 and 9 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2022 was Morgan Stanley, an estimated $23.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2022.