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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
RW
51
RVW Wealth
California
$5.06M -$238K -2,505 -5%
AAS
52
Ameritas Advisory Services
Nebraska
$4.93M +$418K +4,397 +10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$4.88M -$2.43M -25,595 -34%
KPWS
54
Kestra Private Wealth Services
Texas
$4.7M +$4.2M +44,253 +1,205%
ACM
55
Absolute Capital Management
Pennsylvania
$4.67M -$124K -1,306 -3%
TPA
56
Trivium Point Advisory
Connecticut
$4.18M +$3.88M +40,884 New
WIA
57
World Investment Advisors
California
$4.18M -$68.3K -719 -2%
TF
58
Tompkins Financial
New York
$4.16M -$20.1K -212 -0.5%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$4.11M +$241K +2,541 +6%
GWM
60
Geneos Wealth Management
Colorado
$4.09M +$79.5K +837 +2%
PIA
61
Perennial Investment Advisors
California
$4M +$112K +1,174 +3%
Jane Street
62
Jane Street
New York
$3.9M +$3.78M +39,809 New
MFG
63
Merit Financial Group
Georgia
$3.88M +$13.8K +145 +0.4%
Prudential Financial
64
Prudential Financial
New Jersey
$3.78M +$591K +6,218 +19%
BCM
65
Brookstone Capital Management
Illinois
$3.57M -$578K -6,083 -14%
IWC
66
Integrated Wealth Concepts
Massachusetts
$3.39M +$99.9K +1,051 +3%
KLI
67
Kelman-Lazarov Inc
Tennessee
$3.26M -$27.7K -292 -0.9%
IWM
68
IHT Wealth Management
Illinois
$3.26M +$1.34M +14,100 +74%
AWA
69
Amplius Wealth Advisors
Pennsylvania
$3.25M +$380 +4 +0%
Goldman Sachs
70
Goldman Sachs
New York
$3.24M +$750K +7,897 +31%
CPRC
71
Consolidated Portfolio Review Corp
New York
$3.14M +$164K +1,724 +6%
AF
72
Advisornet Financial
Minnesota
$3.14M +$30K +316 +1%
SA
73
Sanctuary Advisors
Indiana
$3.11M +$1M +10,528 +54%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$2.96M +$2.86M +30,143 New
NFG
75
Nations Financial Group
Iowa
$2.9M +$82.5K +868 +3%

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.