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Invesco S&P 500 Revenue ETF
RWL

142 hedge funds and large institutions have $814M invested in Invesco S&P 500 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more capital invested

Capital invested by funds: $753M → $814M (+$61.3M)

7% more funds holding

Funds holding: 133 → 142 (+9)

3.17% more ownership

Funds ownership: 58.44% → 61.61% (+3.2%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
20
Increased
47
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$100M
2
Ameriprise
Ameriprise
Minnesota
+$28.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$14M
4
KA
Kozak & Associates
Colorado
+$11.3M
5
FFW
Fusion Family Wealth
New York
+$8.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.3M
2
WA
Win Advisors
Florida
-$8.68M
3
RA
RiverTree Advisors
Florida
-$4.11M
4
RW
RVW Wealth
California
-$1.45M
5
AWA
Amplius Wealth Advisors
Pennsylvania
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.14M +$1.92M +25,370 +75%
EH
27
Equitable Holdings
New York
$4.06M +$308K +4,071 +8%
AA
28
Ancora Advisors
Ohio
$4.04M -$241K -3,183 -5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.71M +$670K +8,850 +20%
MIAN
30
Mariner Independent Advisor Network
Kansas
$3.68M +$3.9M +51,490 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.26M +$206K +2,719 +6%
CAN
32
Cetera Advisor Networks
California
$3M -$28.6K -377 -0.9%
KAS
33
Kestra Advisory Services
Texas
$2.97M +$378K +4,996 +13%
BCM
34
Brookstone Capital Management
Illinois
$2.92M +$3.09M +40,803 New
BSW
35
Buckingham Strategic Wealth
Missouri
$2.91M -$101K -1,336 -3%
GIM
36
Goelzer Investment Management
Indiana
$2.56M +$2.77M +36,605 New
PAG
37
Private Advisor Group
New Jersey
$2.54M +$595K +7,856 +28%
KLI
38
Kelman-Lazarov Inc
Tennessee
$2.51M -$241K -3,180 -8%
AWA
39
Amplius Wealth Advisors
Pennsylvania
$2.47M -$1.22M -16,123 -31%
HI
40
Harbour Investments
Wisconsin
$1.99M +$2.16M +28,484 New
RA
41
Rodgers & Associates
Pennsylvania
$1.92M -$19.2K -254 -0.9%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.83M +$263K +3,469 +15%
FCMA
43
Foresight Capital Management Advisors
Michigan
$1.83M +$1.99M +26,219 New
MCC
44
Money Concepts Capital
Florida
$1.77M -$560K -7,387 -23%
RJA
45
Raymond James & Associates
Florida
$1.75M -$196K -2,592 -9%
Citadel Advisors
46
Citadel Advisors
Florida
$1.74M +$1.89M +24,948 New
ACMA
47
Arbor Capital Management (Alaska)
Alaska
$1.74M -$86.9K -1,147 -2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.68M +$1.03M +13,549 +129%
Truist Financial
49
Truist Financial
North Carolina
$1.52M -$32.2K -425 -2%
KM
50
Kalos Management
Georgia
$1.49M -$5.83K -77 -0.4%
1
2
3 4 5

RWL Hedge Fund Activity: Q2 2022 in Review

142 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2022, worth a combined $814M — up 8.1% from $753M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWL positions and 10 closed out — a net gain of 10 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $100M. The largest seller was Morgan Stanley, cutting an estimated $18.3M.

  • 142 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2022, up from 133 in Q1 2022.
  • Funds reported $814M of Invesco S&P 500 Revenue ETF stock for Q2 2022, up 8.1% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2022 was Allworth Financial, an estimated $100M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2022 was Morgan Stanley, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2022.