Invesco S&P 500 Revenue ETF
51 hedge funds and large institutions have $337M invested in Invesco S&P 500 Revenue ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 2 closing their positions.
211% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 9
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $286M → $337M (+$50.9M)
6% more funds holding
Funds holding: 48 → 51 (+3)
0.94% more ownership
Funds ownership: 48.36% → 49.3% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.04M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.73M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$889K |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$507K |
| 4 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$366K |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$326K |
RWL Hedge Fund Activity: Q2 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2017, worth a combined $337M — up 18% from $286M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RWL positions and 2 closed out — a net gain of 3 holders — while 28 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.04M. The largest seller was Raymond James & Associates, cutting an estimated $1.22M.
- 51 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2017, up from 48 in Q1 2017.
- Funds reported $337M of Invesco S&P 500 Revenue ETF stock for Q2 2017, up 18% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2017 and 2 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2017 was Morgan Stanley, an estimated $9.04M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2017 was Raymond James & Associates, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2017.