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Invesco S&P 500 Revenue ETF
RWL

143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $814M → $839M (+$25.1M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0.12% more ownership

Funds ownership: 61.61% → 61.73% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
63
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.9M
3
Wells Fargo
Wells Fargo
California
+$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
AWS
Atria Wealth Solutions
New York
+$5.88M

Top Sellers

1
FFW
Fusion Family Wealth
New York
-$11.3M
2
GIM
Goelzer Investment Management
Indiana
-$2.56M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.1M
4
RW
RVW Wealth
California
-$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
76
Cozad Asset Management
Illinois
$493K – – –
BWP
77
Baldwin Wealth Partners
Massachusetts
$471K – – –
AWA
78
Acorn Wealth Advisors
Michigan
$470K -$1.84K -25 -0.4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$399K -$2.79K -38 -0.6%
Bessemer Group
80
Bessemer Group
New Jersey
$370K – – –
AWM
81
AE Wealth Management
Kansas
$368K +$403K +5,479 New
CAL
82
Capital Analysts LLC
Pennsylvania
$359K – – –
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$588 +8 +0.2%
AAS
84
Ameritas Advisory Services
Nebraska
$322K – – –
MA
85
MONECO Advisors
Connecticut
$320K – – –
CA
86
Cetera Advisors
Colorado
$299K +$8.68K +118 +3%
DW
87
Domani Wealth
Pennsylvania
$287K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$277K +$75.5K +1,027 +33%
BWP
89
Balboa Wealth Partners
Arizona
$269K +$295K +4,015 New
EGA
90
E&G Advisors
Texas
$255K – – –
KPWS
91
Kestra Private Wealth Services
Texas
$247K – – –
RJT
92
Raymond James Trust
Florida
$246K – – –
AIP
93
Ameritas Investment Partners
Nebraska
$242K +$200K +2,715 +304%
HighTower Advisors
94
HighTower Advisors
Illinois
$233K +$15.7K +214 +7%
DI
95
Diligent Investors
California
$229K +$735 +10 +0.3%
KCFA
96
Key Client Fiduciary Advisors
New Jersey
$224K +$2.79K +38 +1%
ECG
97
Edge Capital Group
Georgia
$217K +$99.1K +1,347 +71%
PSF
98
Pacific Sun Financial
California
$216K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$210K +$91.6K +1,245 +66%
PFS
100
Prospera Financial Services
Texas
$209K +$65.2K +886 +40%
2 3
4
5 6

RWL Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2022, worth a combined $839M — up 3.1% from $814M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWL positions and 8 closed out — a net gain of 3 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Fusion Family Wealth, cutting an estimated $11.3M.

  • 143 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2022, up from 142 in Q2 2022.
  • Funds reported $839M of Invesco S&P 500 Revenue ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2022 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2022 was Fusion Family Wealth, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.