Invesco S&P 500 Revenue ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.4M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$6.48M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.57M |
| 5 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.09M |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
-$3.39M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.84M |
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.