Invesco S&P 500 Revenue ETF
133 hedge funds and large institutions have $753M invested in Invesco S&P 500 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more capital invested
Capital invested by funds: $643M → $753M (+$109M)
5% more funds holding
Funds holding: 127 → 133 (+6)
1.26% more ownership
Funds ownership: 57.17% → 58.44% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.5M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$17.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.8M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.08M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$3.12M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
-$1.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$916K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$807K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$798K |
RWL Hedge Fund Activity: Q1 2022 in Review
133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2022, worth a combined $753M — up 17% from $643M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RWL positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $3.12M.
- 133 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2022, up from 127 in Q4 2021.
- Funds reported $753M of Invesco S&P 500 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2022 and 9 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q1 2022 was Morgan Stanley, an estimated $23.5M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $3.12M sold.
Based on aggregated 13F filings for Q1 2022.