Invesco S&P 500 Revenue ETF
101 hedge funds and large institutions have $536M invested in Invesco S&P 500 Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 88 → 101 (+13)
11% more capital invested
Capital invested by funds: $482M → $536M (+$54.3M)
1.81% more ownership
Funds ownership: 51.05% → 52.86% (+1.8%)
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.7M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.08M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.12M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.12M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.48M |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$972K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
101
tru Independence
Portland,
Oregon
| $1K | +$1.18K | +21 | New |
|
|
EW
102
Evoke Wealth
Los Angeles,
California
| – | -$74.2K | -1,375 | Closed |
|
|
WCM
103
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$43K | -799 | Closed |
|
|
CAN
104
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$27K | -500 | Closed |
|
105
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$13K | -248 | Closed |
|
|
SFS
106
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$2K | -32 | Closed |
|
RWL Hedge Fund Activity: Q4 2019 in Review
101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2019, worth a combined $536M — up 11% from $482M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RWL positions and 5 closed out — a net gain of 14 holders — while 32 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.93M. The largest seller was Citadel Advisors, cutting an estimated $6.08M.
- 101 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2019, up from 88 in Q3 2019.
- Funds reported $536M of Invesco S&P 500 Revenue ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 19 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2019 and 5 closed out, a net change of +14 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2019 was Morgan Stanley, an estimated $9.93M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2019 was Citadel Advisors, an estimated $6.08M sold.
Based on aggregated 13F filings for Q4 2019.