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Invesco S&P 500 Revenue ETF
RWL

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more capital invested

Capital invested by funds: $976M → $1.03B (+$57.4M)

0.31% more ownership

Funds ownership: 61.87% → 62.18% (+0.31%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 150 → 147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.7M
2
LPL Financial
LPL Financial
California
+$16.4M
3
IAIM
International Assets Investment Management
Florida
+$6.48M
4
Ameriprise
Ameriprise
Minnesota
+$5.57M
5
ACA
Aspire Capital Advisors
Washington
+$5.45M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$18M
2
UBS Group
UBS Group
Switzerland
-$5.09M
3
FFG
Ford Financial Group
California
-$3.39M
4
Stifel Financial
Stifel Financial
Missouri
-$2.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$711K +$2.89K +38 +0.4%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$628K -$1.9K -25 -0.3%
AWA
78
Acorn Wealth Advisors
Michigan
$602K -$43.7K -575 -7%
SF
79
Synovus Financial
Georgia
$561K +$561K +7,377 New
CAM
80
Cozad Asset Management
Illinois
$556K – – –
CA
81
Cetera Advisors
Colorado
$550K +$93.5K +1,229 +21%
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$549K -$42.1K -553 -7%
MCC
83
Money Concepts Capital
Florida
$549K +$2.28M +29,964 +88%
BWP
84
Baldwin Wealth Partners
Massachusetts
$534K – – –
FAM
85
Flaharty Asset Management
Florida
$521K +$837 +11 +0.2%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$489K -$1.84M -24,199 -79%
KM
87
Kalos Management
Georgia
$457K -$240K -3,162 -35%
KCFA
88
Key Client Fiduciary Advisors
New Jersey
$426K +$111K +1,457 +35%
Bessemer Group
89
Bessemer Group
New Jersey
$420K – – –
OMC
90
Old Mission Capital
Illinois
$381K +$380K +5,001 New
AAG
91
Armstrong Advisory Group
Massachusetts
$377K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$684 +9 +0.2%
AWM
93
Accurate Wealth Management
Florida
$370K – – –
AAS
94
Ameritas Advisory Services
Nebraska
$365K – – –
SPL
95
Smart Portfolios LLC
Washington
$365K -$7.99K -105 -2%
MA
96
MONECO Advisors
Connecticut
$363K – – –
DW
97
Domani Wealth
Pennsylvania
$326K – – –
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$312K -$158K -2,079 -34%
BWP
99
Balboa Wealth Partners
Arizona
$306K – – –
AIP
100
Ameritas Investment Partners
Nebraska
$290K +$46.8K +615 +19%
2 3
4
5 6

RWL Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2023, worth a combined $1.03B — up 5.9% from $976M a quarter earlier.

Fund positioning in RWL was balanced in Q1 2023: 13 funds opened new positions, 13 closed out, 57 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18M.

  • 147 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $1.03B of Invesco S&P 500 Revenue ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2023 and 13 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2023 was Morgan Stanley, an estimated $19.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2023.