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Invesco S&P 500 Revenue ETF
RWL

85 hedge funds and large institutions have $486M invested in Invesco S&P 500 Revenue ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

9% more funds holding

Funds holding: 78 → 85 (+7)

1.06% less ownership

Funds ownership: 51.97% → 50.9% (-1.1%)

7% less capital invested

Capital invested by funds: $520M → $486M (-$34.3M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
18
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCA
Heck Capital Advisors
Wisconsin
+$16.2M
2
TFS
Thoroughbred Financial Services
Tennessee
+$6.9M
3
FFW
Fusion Family Wealth
New York
+$3.52M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.69M
5
AAS
Avantax Advisory Services
Texas
+$2.56M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.6M
2
Goldman Sachs
Goldman Sachs
New York
-$10.5M
3
Morgan Stanley
Morgan Stanley
New York
-$7.4M
4
RJA
Raymond James & Associates
Florida
-$4.04M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$20.3K +$19.9K +380 New
BWL
77
Bogart Wealth LLC
Virginia
$16K – – –
GWM
78
Geneos Wealth Management
Colorado
$15K +$14.9K +285 New
CFGS
79
Concourse Financial Group Securities
Alabama
$14K +$13.4K +256 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$12K – – –
EIP
81
Ellis Investment Partners
Pennsylvania
$11K +$11K +210 New
GEA
82
Glen Eagle Advisors
New Jersey
$10K +$9.84K +188 New
CFA
83
Carroll Financial Associates
North Carolina
$5K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$3K +$2.67K +51 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
– -$3.05M -59,088 Closed
NCM
86
Narwhal Capital Management
Georgia
– -$293K -5,679 Closed
WCM
87
WealthBridge Capital Management
Ohio
– -$71K -1,354 Closed
RFC
88
Regions Financial Corp
Alabama
– -$60K -1,155 Closed
CFN
89
Cordasco Financial Network
Florida
– -$42K -820 Closed
JP Morgan Chase
90
JP Morgan Chase
New York
– -$15K -290 Closed
1 2 3
4

RWL Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2019, worth a combined $486M — down 6.6% from $520M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RWL positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 34 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $16.2M. The largest seller was Bank of America, cutting an estimated $41.6M.

  • 85 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2019, up from 78 in Q1 2019.
  • Funds reported $486M of Invesco S&P 500 Revenue ETF stock for Q2 2019, down 6.6% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2019 was Heck Capital Advisors, an estimated $16.2M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2019 was Bank of America, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2019.