Invesco S&P 500 Revenue ETF
64 hedge funds and large institutions have $419M invested in Invesco S&P 500 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
169% more call options, than puts
Call options by funds: $827K | Put options by funds: $308K
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
16% more funds holding
Funds holding: 55 → 64 (+9)
8% more capital invested
Capital invested by funds: $388M → $419M (+$30.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.97% less ownership
Funds ownership: 50.91% → 48.95% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.52M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.27M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.93M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.58M |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.65M |
| 3 |
Jane Street
New York
|
-$3.48M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.51M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.53M |
RWL Hedge Fund Activity: Q4 2017 in Review
64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2017, worth a combined $419M — up 7.9% from $388M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RWL positions and 4 closed out — a net gain of 9 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.52M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.1M sold.
- 64 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $419M of Invesco S&P 500 Revenue ETF stock for Q4 2017, up 7.9% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2017 and 4 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2017 was Ameriprise, an estimated $7.52M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2017.