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Invesco S&P 500 Revenue ETF
RWL

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more capital invested

Capital invested by funds: $976M → $1.03B (+$57.4M)

0.31% more ownership

Funds ownership: 61.87% → 62.18% (+0.31%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 150 → 147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.7M
2
LPL Financial
LPL Financial
California
+$16.4M
3
IAIM
International Assets Investment Management
Florida
+$6.48M
4
Ameriprise
Ameriprise
Minnesota
+$5.57M
5
ACA
Aspire Capital Advisors
Washington
+$5.45M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$18M
2
UBS Group
UBS Group
Switzerland
-$5.09M
3
FFG
Ford Financial Group
California
-$3.39M
4
Stifel Financial
Stifel Financial
Missouri
-$2.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Absolute Capital Management
Pennsylvania
$5.44M +$181K +2,378 +3%
EH
27
Equitable Holdings
New York
$5.28M +$92.2K +1,212 +2%
WMP
28
Wealth Management Partners
Arizona
$5.11M -$66.5K -874 -1%
AA
29
Ancora Advisors
Ohio
$4.57M -$38.6K -508 -0.8%
TFS
30
Thoroughbred Financial Services
Tennessee
$4.37M +$481K +6,326 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.23M -$574K -7,546 -12%
IAIM
32
International Assets Investment Management
Florida
$4.17M +$6.48M +85,265 New
HI
33
Harbour Investments
Wisconsin
$4.12M +$808K +10,627 +24%
CAN
34
Cetera Advisor Networks
California
$3.72M -$44.7K -588 -1%
PAG
35
Private Advisor Group
New Jersey
$3.61M +$290K +3,820 +9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.55M +$1.65M +21,662 +87%
VA
37
Valmark Advisers
Ohio
$3.46M +$46.8K +616 +1%
PIA
38
Perennial Investment Advisors
California
$3.34M +$3.34M +43,911 New
TF
39
Tompkins Financial
New York
$3.2M -$250K -3,293 -7%
AWA
40
Amplius Wealth Advisors
Pennsylvania
$3.09M +$659K +8,666 +27%
SIM
41
Seaview Investment Managers
Florida
$3.05M +$31.5K +414 +1%
KAS
42
Kestra Advisory Services
Texas
$3.03M +$101K +1,326 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$3.03M +$868K +11,416 +40%
MFG
44
Merit Financial Group
Georgia
$2.84M +$13.3K +175 +0.5%
KLI
45
Kelman-Lazarov Inc
Tennessee
$2.81M +$26.5K +349 +1%
BSW
46
Buckingham Strategic Wealth
Missouri
$2.68M – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$2.67M +$2.66M +35,033 New
AWM
48
AE Wealth Management
Kansas
$2.55M +$370K +4,863 +17%
Stifel Financial
49
Stifel Financial
Missouri
$2.45M -$2.47M -32,431 -50%
BCM
50
Brookstone Capital Management
Illinois
$2.36M -$348K -4,574 -13%
1
2
3 4 5

RWL Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2023, worth a combined $1.03B — up 5.9% from $976M a quarter earlier.

Fund positioning in RWL was balanced in Q1 2023: 13 funds opened new positions, 13 closed out, 57 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18M.

  • 147 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $1.03B of Invesco S&P 500 Revenue ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2023 and 13 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2023 was Morgan Stanley, an estimated $19.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2023.