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Invesco S&P 500 Revenue ETF

161 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $1.03B → $1.24B (+$210M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

10% more funds holding

Funds holding: 147161 (+14)

1.91% more ownership

Funds ownership: 62.18%64.08% (+1.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
21
Increased
55
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$840K +$30.5K +398 +4%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$813K
AWA
78
Acorn Wealth Advisors
Michigan
$780K +$141K +1,842 +23%
CCA
79
Cora Capital Advisors
New Jersey
$751K
CA
80
Cetera Advisors
Colorado
$739K +$155K +2,016 +28%
CI
81
CX Institutional
Indiana
$726K +$696K +9,070 New
JMPWA
82
JP Morgan Private Wealth Advisors
California
$661K
SCA
83
Snowden Capital Advisors
New York
$653K -$277K -3,615 -31%
SF
84
Synovus Financial
Georgia
$593K +$3.15K +41 +0.6%
CAM
85
Cozad Asset Management
Illinois
$584K
BWP
86
Baldwin Wealth Partners
Massachusetts
$561K
MFGM
87
Marshall Financial Group (Maryland)
Maryland
$552K -$24.2K -315 -4%
FAM
88
Flaharty Asset Management
Florida
$549K +$767 +10 +0.1%
KM
89
Kalos Management
Georgia
$478K -$1.76K -23 -0.4%
AF
90
Advisornet Financial
Minnesota
$474K +$331K +4,313 +267%
KCFA
91
Key Client Fiduciary Advisors
New Jersey
$459K +$10.7K +139 +2%
Bessemer Group
92
Bessemer Group
New Jersey
$442K
Creative Planning
93
Creative Planning
Kansas
$430K +$131K +1,711 +47%
AWM
94
Accurate Wealth Management
Florida
$422K +$31.3K +408 +8%
AAG
95
Armstrong Advisory Group
Massachusetts
$397K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$392K +$61.1K +796 +19%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$383K -$7.14K -93 -2%
MA
98
MONECO Advisors
Connecticut
$382K
AAS
99
Ameritas Advisory Services
Nebraska
$380K
BAM
100
Belpointe Asset Management
Nevada
$378K -$354K -4,611 -49%

RWL Hedge Fund Activity: Q2 2023 in Review

161 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2023, worth a combined $1.24B — up 20% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RWL positions and 6 closed out — a net gain of 15 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Allworth Financial, adding an estimated $62.3M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $4.17M sold.

  • 161 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $1.24B of Invesco S&P 500 Revenue ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2023 and 6 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q2 2023 was Allworth Financial, an estimated $62.3M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q2 2023 was International Assets Investment Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q2 2023.