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Invesco S&P 500 Revenue ETF
RWL

104 hedge funds and large institutions have $563M invested in Invesco S&P 500 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

20% more capital invested

Capital invested by funds: $469M → $563M (+$93.7M)

9% more funds holding

Funds holding: 95 → 104 (+9)

2.62% more ownership

Funds ownership: 56.04% → 58.66% (+2.6%)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$9.21M
2
FHC
First Heartland Consultants
Missouri
+$7.77M
3
FFW
Fusion Family Wealth
New York
+$5.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.05M
5
Wells Fargo
Wells Fargo
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.12M
2
Morgan Stanley
Morgan Stanley
New York
-$2.62M
3
BSW
Buckingham Strategic Wealth
Missouri
-$1.57M
4
UBS Group
UBS Group
Switzerland
-$714K
5
TRCT
Tower Research Capital (TRC)
New York
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$142K -$17.1K -259 -11%
HI
77
Hudock Inc
Pennsylvania
$104K +$396 +6 +0.4%
US Bancorp
78
US Bancorp
Minnesota
$90K +$37K +560 +77%
MPCG
79
Matrix Private Capital Group
New York
$89K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
RWB
81
RMR Wealth Builders
New Jersey
$72K +$68.7K +1,040 New
HIA
82
Harbor Investment Advisory
Maryland
$69K -$2.9K -44 -4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$45K +$42.6K +645 New
HPC
84
HM Payson & Co
Maine
$44K – – –
TFGT
85
TS Financial Group (TSFG)
Illinois
$43K – – –
TPCW
86
TD Private Client Wealth
New York
$41.2K – – –
Franklin Resources
87
Franklin Resources
California
$36K – – –
GWM
88
Geneos Wealth Management
Colorado
$35K – – –
FF
89
FourThought Financial
Florida
$32K +$31K +469 New
CWA
90
Clearview Wealth Advisors
Oregon
$30K – – –
GRP
91
Global Retirement Partners
California
$30K – – –
VFA
92
Valeo Financial Advisors
Indiana
$24K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$22K -$2.84K -43 -12%
GEA
94
Glen Eagle Advisors
New Jersey
$20K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$18K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$17K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$16K – – –
EIP
98
Ellis Investment Partners
Pennsylvania
$15K +$66 +1 +0.5%
BWM
99
BerganKDV Wealth Management
Minnesota
$14K – – –
BWL
100
Bogart Wealth LLC
Virginia
$14K – – –
1 2 3
4
5

RWL Hedge Fund Activity: Q1 2021 in Review

104 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2021, worth a combined $563M — up 20% from $469M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RWL positions and 5 closed out — a net gain of 10 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $9.21M. The largest seller was Bank of America, cutting an estimated $4.12M.

  • 104 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $563M of Invesco S&P 500 Revenue ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2021 and 5 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2021 was Money Concepts Capital, an estimated $9.21M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2021 was Bank of America, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2021.