Invesco S&P 500 Revenue ETF
169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 36
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
5% more funds holding
Funds holding: 161 → 169 (+8)
3% more capital invested
Capital invested by funds: $1.24B → $1.28B (+$34.8M)
0% less ownership
Funds ownership: 64.08% → 64.08% (-0%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$26.7M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$8.39M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.88M |
| 5 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$7.47M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$19.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.12M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.36M |
RWL Hedge Fund Activity: Q3 2023 in Review
169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2023, worth a combined $1.28B — up 2.8% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RWL positions and 15 closed out — a net gain of 8 holders — while 67 added to existing stakes and 36 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Morgan Stanley, cutting an estimated $19.8M.
- 169 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2023, up from 161 in Q2 2023.
- Funds reported $1.28B of Invesco S&P 500 Revenue ETF stock for Q3 2023, up 2.8% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2023 and 15 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2023 was LPL Financial, an estimated $26.7M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2023 was Morgan Stanley, an estimated $19.8M sold.
Based on aggregated 13F filings for Q3 2023.