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Invesco S&P 500 Revenue ETF

204 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $2.11B → $2.45B (+$347M)

6% more funds holding

Funds holding: 193204 (+11)

0.06% more ownership

Funds ownership: 64.03%64.1% (+0.06%)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
2.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
97
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$2.87M +$198K +2,088 +8%
NL
77
NWAM LLC
Washington
$2.61M +$2.53M +26,592 New
RA
78
Rodgers & Associates
Pennsylvania
$2.4M -$84.6K -890 -4%
KWA
79
Kingswood Wealth Advisors
California
$2.36M +$2.02M +21,238 +748%
FAIM
80
Financial Advocates Investment Management
Washington
$2.3M +$230K +2,424 +12%
AWM
81
AE Wealth Management
Kansas
$2.27M +$194K +2,045 +10%
EFS
82
Essex Financial Services
Connecticut
$2.18M +$424K +4,464 +25%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$2.15M -$12.3K -129 -0.6%
AI
84
Atria Investments
North Carolina
$2.07M +$926K +9,744 +85%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$1.91M +$6.56K +69 +0.4%
SW
86
Simplicity Wealth
New Jersey
$1.81M -$37.1K -390 -2%
KCFA
87
Key Client Fiduciary Advisors
New Jersey
$1.73M +$316K +3,324 +23%
KA
88
Kovack Advisors
Florida
$1.71M +$71K +747 +4%
NA
89
NewEdge Advisors
Louisiana
$1.69M -$105K -1,109 -6%
PFS
90
Prospera Financial Services
Texas
$1.42M +$55.5K +584 +4%
GPW
91
Gentry Private Wealth
Kansas
$1.41M -$219K -2,307 -14%
P
92
&Partners
Tennessee
$1.33M +$1.29M +13,564 New
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$1.3M +$87.8K +924 +7%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$1.2M +$451K +4,743 +63%
EAM
95
Empirical Asset Management
Massachusetts
$1.19M -$9.5K -100 -0.8%
DAS
96
Dynamic Advisor Solutions
Arizona
$1.19M -$10.1K -106 -0.9%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.17M +$390K +4,100 +53%
SPIA
98
Steward Partners Investment Advisory
New York
$1.17M -$107K -1,130 -9%
GVAG
99
Great Valley Advisor Group
Delaware
$1.15M -$79.7K -839 -7%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$1.07M +$350K +3,688 +51%

RWL Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2024, worth a combined $2.45B — up 16% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWL positions and 10 closed out — a net gain of 14 holders — while 97 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $47.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.66M sold.

  • 204 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2024, up from 193 in Q2 2024.
  • Funds reported $2.45B of Invesco S&P 500 Revenue ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2024 was LPL Financial, an estimated $47.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2024 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2024.