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Invesco S&P 500 Revenue ETF
RWL

188 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 38

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more funds holding

Funds holding: 173 → 188 (+15)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$139M)

8.49% less ownership

Funds ownership: 72.9% → 64.4% (-8.5%)

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
29
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.1M
3
LPL Financial
LPL Financial
California
+$13.4M
4
CCA
Cadent Capital Advisors
Oklahoma
+$10.5M
5
Mariner
Mariner
Kansas
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$9.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.24M
4
AF
Allworth Financial
California
-$4.09M
5
AWM
AE Wealth Management
Kansas
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Cadent Capital Advisors
Oklahoma
$11.2M +$10.5M +119,002 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.6M +$9.12M +103,185 +1,059%
TFS
28
Thoroughbred Financial Services
Tennessee
$10M -$732K -8,275 -7%
ACM
29
Absolute Capital Management
Pennsylvania
$9.9M -$384K -4,342 -4%
AWS
30
Atria Wealth Solutions
New York
$9.68M +$1.22M +13,750 +15%
KDA
31
Kraft Davis & Associates
Missouri
$9.38M +$9.01M +101,913 New
EWA
32
EverSource Wealth Advisors
Alabama
$9M +$2.52M +28,506 +40%
CAN
33
Cetera Advisor Networks
California
$8.88M +$2.78M +31,472 +50%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.83M +$1.67M +18,840 +25%
HI
35
Harbour Investments
Wisconsin
$8.44M +$483K +5,464 +6%
GRP
36
Global Retirement Partners
California
$7.66M +$2.28M +25,766 +46%
RJA
37
Raymond James & Associates
Florida
$7.39M +$1.62M +18,282 +30%
RCA
38
Resonant Capital Advisors
Wisconsin
$6.96M – – –
KAS
39
Kestra Advisory Services
Texas
$6.39M +$1.52M +17,212 +34%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.11M +$84.9K +960 +1%
RW
41
RVW Wealth
California
$6.04M -$315K -3,562 -5%
WMP
42
Wealth Management Partners
Arizona
$6M -$324K -3,670 -5%
MA
43
MONECO Advisors
Connecticut
$5.86M +$744K +8,410 +16%
WWM
44
Western Wealth Management
Colorado
$5.72M +$85K +962 +2%
PCIA
45
Prime Capital Investment Advisors
Kansas
$5.64M -$26K -294 -0.5%
AA
46
Ancora Advisors
Ohio
$5.58M +$265 +3 +0%
PAG
47
Private Advisory Group
Washington
$4.34M +$155K +1,748 +4%
WIA
48
World Investment Advisors
California
$4.05M +$3.82M +43,177 New
TF
49
Tompkins Financial
New York
$4.02M -$229K -2,589 -6%
PIA
50
Perennial Investment Advisors
California
$3.69M +$851K +9,627 +32%
1
2
3 4 5

RWL Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2024, worth a combined $1.92B — up 7.8% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 13 closed out — a net gain of 16 holders — while 86 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.3M. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 188 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $1.92B of Invesco S&P 500 Revenue ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2024 and 13 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2024 was Ameriprise, an estimated $25.3M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.