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Invesco S&P 500 Revenue ETF

204 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $2.11B → $2.45B (+$347M)

6% more funds holding

Funds holding: 193204 (+11)

0.06% more ownership

Funds ownership: 64.03%64.1% (+0.06%)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
2.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
97
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
26
Thoroughbred Financial Services
Tennessee
$14.2M +$1.54M +16,210 +13%
DWM
27
Denver Wealth Management
Colorado
$14M +$679K +7,144 +5%
ACA
28
Aspire Capital Advisors
Washington
$14M +$276K +2,904 +2%
AAS
29
Avantax Advisory Services
Texas
$13.6M +$356K +3,751 +3%
IPA
30
Investment Planning Advisors
Georgia
$13.4M
EWA
31
EverSource Wealth Advisors
Alabama
$13.3M +$497K +5,235 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$12.3M +$202K +2,127 +2%
CCA
33
Cadent Capital Advisors
Oklahoma
$12.2M +$536K +5,641 +5%
GRP
34
Global Retirement Partners
California
$12M +$802K +8,441 +7%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$10.8M +$2.36M +24,800 +28%
PAG
36
Private Advisor Group
New Jersey
$9.95M +$862K +9,074 +10%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$9.9M +$7.38M +77,671 +331%
HI
38
Harbour Investments
Wisconsin
$9.27M +$215K +2,262 +2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$9.23M +$634K +6,676 +8%
FA
40
Fermata Advisors
California
$9.02M +$8.74M +92,025 New
JP Morgan Chase
41
JP Morgan Chase
New York
$8.31M +$1.93M +20,321 +32%
KAS
42
Kestra Advisory Services
Texas
$7.99M -$540K -5,685 -7%
RCA
43
Resonant Capital Advisors
Wisconsin
$7.26M -$19.7K -207 -0.3%
MA
44
MONECO Advisors
Connecticut
$7.06M +$90.6K +953 +1%
WWM
45
Western Wealth Management
Colorado
$6.33M +$169K +1,776 +3%
RJA
46
Raymond James & Associates
Florida
$6.04M +$202K +2,130 +4%
MHFA
47
Mission Hills Financial Advisory
California
$5.99M +$5.61M +59,039 New
AA
48
Ancora Advisors
Ohio
$5.66M -$23K -242 -0.4%
WMP
49
Wealth Management Partners
Arizona
$5.65M -$480K -5,050 -8%
PCIA
50
Prime Capital Investment Advisors
Kansas
$5.63M -$55.8K -587 -1%

RWL Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2024, worth a combined $2.45B — up 16% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWL positions and 10 closed out — a net gain of 14 holders — while 97 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $47.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.66M sold.

  • 204 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2024, up from 193 in Q2 2024.
  • Funds reported $2.45B of Invesco S&P 500 Revenue ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2024 was LPL Financial, an estimated $47.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2024 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2024.