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Invesco S&P 500 Revenue ETF
RWL

143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $814M → $839M (+$25.1M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0.12% more ownership

Funds ownership: 61.61% → 61.73% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
63
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.9M
3
Wells Fargo
Wells Fargo
California
+$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
AWS
Atria Wealth Solutions
New York
+$5.88M

Top Sellers

1
FFW
Fusion Family Wealth
New York
-$11.3M
2
GIM
Goelzer Investment Management
Indiana
-$2.56M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.1M
4
RW
RVW Wealth
California
-$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$4.34M +$482K +6,555 +11%
DWM
27
Denver Wealth Management
Colorado
$4.16M +$133K +1,813 +3%
TF
28
Tompkins Financial
New York
$4.15M -$644K -8,752 -12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.88M -$112K -1,526 -3%
AA
30
Ancora Advisors
Ohio
$3.84M -$46.4K -631 -1%
BCM
31
Brookstone Capital Management
Illinois
$3.6M +$889K +12,085 +30%
FFG
32
Ford Financial Group
California
$2.91M +$3.19M +43,401 New
KAS
33
Kestra Advisory Services
Texas
$2.9M +$52.8K +718 +2%
CAN
34
Cetera Advisor Networks
California
$2.81M -$84.4K -1,148 -3%
BSW
35
Buckingham Strategic Wealth
Missouri
$2.71M -$90.3K -1,228 -3%
PAG
36
Private Advisor Group
New Jersey
$2.62M +$202K +2,746 +8%
KLI
37
Kelman-Lazarov Inc
Tennessee
$2.48M +$73.5K +1,000 +3%
MFG
38
Merit Financial Group
Georgia
$2.46M +$2.7M +36,667 New
AWA
39
Amplius Wealth Advisors
Pennsylvania
$2.4M +$26.6K +361 +1%
PAG
40
Private Advisory Group
Washington
$2.27M +$2.49M +33,791 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.19M -$1.03M -14,047 -30%
TFS
42
Thoroughbred Financial Services
Tennessee
$2.02M +$282K +3,828 +15%
HI
43
Harbour Investments
Wisconsin
$1.99M – – –
FCMA
44
Foresight Capital Management Advisors
Michigan
$1.87M +$120K +1,637 +6%
Jane Street
45
Jane Street
New York
$1.86M +$2.04M +27,732 New
RA
46
Rodgers & Associates
Pennsylvania
$1.83M -$19.5K -265 -1%
Truist Financial
47
Truist Financial
North Carolina
$1.76M +$334K +4,545 +21%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.76M +$158K +2,142 +9%
MCC
49
Money Concepts Capital
Florida
$1.74M +$60.2K +819 +3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.65M -$2.1M -28,565 -54%
1
2
3 4 5

RWL Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2022, worth a combined $839M — up 3.1% from $814M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWL positions and 8 closed out — a net gain of 3 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Fusion Family Wealth, cutting an estimated $11.3M.

  • 143 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2022, up from 142 in Q2 2022.
  • Funds reported $839M of Invesco S&P 500 Revenue ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2022 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2022 was Fusion Family Wealth, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.