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Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

87 hedge funds and large institutions have $348M invested in Invesco S&P 500 Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-14
Holders Change %
-13.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
8
Increased
20
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFW
1
Fusion Family Wealth
New York
$39.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.8M
5
LPL Financial
5
LPL Financial
California
$35.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$725K
3
UBS Group
3
UBS Group
Switzerland
$19.6M
4
Wells Fargo
4
Wells Fargo
California
$15.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$14K -$30.2K -683 -68%
BWL
77
Bogart Wealth LLC
Virginia
$13K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$12K -$4.35K -100 -27%
CFGS
79
Concourse Financial Group Securities
Alabama
$11K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$10K – – –
EIP
81
Ellis Investment Partners
Pennsylvania
$8K +$38 +1 +0.5%
ASN
82
Advisory Services Network
Georgia
$7K – – –
CFD
83
Creative Financial Designs
Indiana
$7K – – –
SFS
84
Sowell Financial Services
Arkansas
$6K +$6K +148 New
CFA
85
Carroll Financial Associates
North Carolina
$4K – – –
SQA
86
Simon Quick Advisors
New Jersey
$2K +$2K +41 New
SF
87
Synovus Financial
Georgia
$1K +$1K +23 New
Goldman Sachs
88
Goldman Sachs
New York
– -$1.48M -25,448 Closed
KWM
89
Kingsview Wealth Management
Oregon
– -$430K -7,378 Closed
FAAS
90
First Allied Advisory Services
California
– -$276K -4,780 Closed
IAA
91
Independent Advisor Alliance
North Carolina
– -$249K -4,275 Closed
LWAC
92
Laurel Wealth Advisors (California)
California
– -$248K -4,251 Closed
CA
93
Cetera Advisors
Colorado
– -$249K -4,243 Closed
SPC
94
Sigma Planning Corp
Michigan
– -$238K -4,086 Closed
MML Investors Services
95
MML Investors Services
Massachusetts
– -$235K -4,036 Closed
EGA
96
E&G Advisors
Texas
– -$222K -3,800 Closed
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
– -$205K -3,519 Closed
PSF
98
Pacific Sun Financial
California
– -$203K -3,487 Closed
NCM
99
Next Capital Management
New York
– -$155K -2,660 Closed
PA
100
PSI Advisors
Florida
– -$150K -2,581 Closed
1 2 3
4
5