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Invesco S&P 500 Revenue ETF
RWL

169 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

5% more funds holding

Funds holding: 161 → 169 (+8)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$34.8M)

0% less ownership

Funds ownership: 64.08% → 64.08% (-0%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
67
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.7M
2
AF
Allworth Financial
California
+$8.39M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
4
Ameriprise
Ameriprise
Minnesota
+$7.88M
5
KA
Kozak & Associates
Colorado
+$7.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$19.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.24M
3
Wells Fargo
Wells Fargo
California
-$4.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.12M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$901K +$930K +11,528 New
GVAG
77
Great Valley Advisor Group
Delaware
$894K +$68K +843 +8%
MCC
78
Money Concepts Capital
Florida
$883K -$705K -8,739 -44%
NL
79
NWAM LLC
Washington
$849K -$36.7K -455 -4%
FTUS
80
Flow Traders U.S.
New York
$824K +$850K +10,545 New
Fiera Capital (Canada)
81
Fiera Capital (Canada)
Quebec, Canada
$794K – – –
CFSG
82
Community Financial Services Group
Vermont
$790K +$815K +10,107 New
CCA
83
Cora Capital Advisors
New Jersey
$734K – – –
CA
84
Cetera Advisors
Colorado
$724K +$2.58K +32 +0.3%
AWA
85
Acorn Wealth Advisors
Michigan
$723K -$40.2K -498 -5%
KCFA
86
Key Client Fiduciary Advisors
New Jersey
$676K +$234K +2,908 +51%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$643K -$2.02K -25 -0.3%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$613K +$633K +7,849 New
SF
89
Synovus Financial
Georgia
$575K -$5K -62 -0.8%
CAM
90
Cozad Asset Management
Illinois
$570K – – –
Prudential Financial
91
Prudential Financial
New Jersey
$565K +$583K +7,227 New
BWP
92
Baldwin Wealth Partners
Massachusetts
$548K – – –
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$541K +$1.69K +21 +0.3%
FAM
94
Flaharty Asset Management
Florida
$537K +$726 +9 +0.1%
Citadel Advisors
95
Citadel Advisors
Florida
$528K +$545K +6,760 New
OIA
96
OneDigital Investment Advisors
Kansas
$522K +$538K +6,677 New
NFG
97
Nations Financial Group
Iowa
$447K +$462K +5,724 New
Bessemer Group
98
Bessemer Group
New Jersey
$431K – – –
AAS
99
Ameritas Advisory Services
Nebraska
$424K +$49.3K +611 +13%
AWM
100
Accurate Wealth Management
Florida
$415K – – –
2 3
4
5 6

RWL Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2023, worth a combined $1.28B — up 2.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RWL positions and 15 closed out — a net gain of 8 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Morgan Stanley, cutting an estimated $19.8M.

  • 169 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2023, up from 161 in Q2 2023.
  • Funds reported $1.28B of Invesco S&P 500 Revenue ETF stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2023 and 15 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2023 was LPL Financial, an estimated $26.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2023 was Morgan Stanley, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.