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Invesco S&P 500 Revenue ETF
RWL

143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $814M → $839M (+$25.1M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0.12% more ownership

Funds ownership: 61.61% → 61.73% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
63
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.9M
3
Wells Fargo
Wells Fargo
California
+$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
AWS
Atria Wealth Solutions
New York
+$5.88M

Top Sellers

1
FFW
Fusion Family Wealth
New York
-$11.3M
2
GIM
Goelzer Investment Management
Indiana
-$2.56M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.1M
4
RW
RVW Wealth
California
-$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$1.54M -$155K -2,109 -8%
ACMA
52
Arbor Capital Management (Alaska)
Alaska
$1.5M -$471K -6,406 -9%
Citadel Advisors
53
Citadel Advisors
Florida
$1.29M -$420K -5,705 -23%
IWM
54
IHT Wealth Management
Illinois
$1.23M +$759K +10,317 +130%
APA
55
American Portfolios Advisors
New York
$1.22M +$7.36K +100 +0.6%
WWM
56
Western Wealth Management
Colorado
$1.21M +$680K +9,246 +104%
LNC
57
Lincoln National Corp
Pennsylvania
$1.2M -$11.7K -159 -0.9%
FAIM
58
Financial Advocates Investment Management
Washington
$1.05M +$670K +9,115 +141%
SPC
59
Sigma Planning Corp
Michigan
$1.04M +$203K +2,757 +22%
SPIA
60
Steward Partners Investment Advisory
New York
$891K – – –
5L
61
55I LLC
Massachusetts
$871K +$645K +8,768 +208%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$839K +$211K +2,865 +30%
SCA
63
Snowden Capital Advisors
New York
$836K -$25K -340 -3%
NA
64
NewEdge Advisors
Louisiana
$802K -$22.1K -300 -2%
BAM
65
Belpointe Asset Management
Nevada
$729K -$173K -2,357 -18%
Stifel Financial
66
Stifel Financial
Missouri
$729K +$151K +2,049 +23%
IWC
67
Integrated Wealth Concepts
Massachusetts
$708K +$23.9K +325 +3%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$708K +$34.6K +471 +5%
GVAG
69
Great Valley Advisor Group
Delaware
$707K -$14K -191 -2%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$682K – – –
MFGM
71
Marshall Financial Group (Maryland)
Maryland
$649K -$1.69K -23 -0.2%
KM
72
Kalos Management
Georgia
$648K -$823K -11,196 -55%
DAS
73
Dynamic Advisor Solutions
Arizona
$631K +$151K +2,051 +28%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$584K +$5.52K +75 +0.9%
FAM
75
Flaharty Asset Management
Florida
$522K +$735 +10 +0.1%
1 2
3
4 5

RWL Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2022, worth a combined $839M — up 3.1% from $814M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWL positions and 8 closed out — a net gain of 3 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Fusion Family Wealth, cutting an estimated $11.3M.

  • 143 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2022, up from 142 in Q2 2022.
  • Funds reported $839M of Invesco S&P 500 Revenue ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2022 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2022 was Fusion Family Wealth, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.