Invesco S&P 500 Revenue ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$13.4M |
| 4 |
CCA
Cadent Capital Advisors
Tulsa,
Oklahoma
|
+$10.5M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$9.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$200M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$9.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.24M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$4.09M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.24M |
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.