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Invesco S&P 500 Revenue ETF
RWL

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 37

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $1.28B → $1.78B (+$506M)

8.82% more ownership

Funds ownership: 64.08% → 72.9% (+8.8%)

2% more funds holding

Funds holding: 169 → 173 (+4)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$189M
2
LPL Financial
LPL Financial
California
+$59.1M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Bank of America
Bank of America
North Carolina
+$10.3M
5
Stifel Financial
Stifel Financial
Missouri
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
PIA
Perennial Investment Advisors
California
-$1.91M
2
RW
RVW Wealth
California
-$1.31M
3
FTUS
Flow Traders U.S.
New York
-$824K
4
LCWP
Legacy Capital Wealth Partners
Arkansas
-$765K
5
SPC
Sigma Planning Corp
Michigan
-$726K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Accurate Wealth Management
Florida
$448K – – –
MSG
102
Main Street Group
Virginia
$442K +$416K +5,182 New
GCP
103
GSA Capital Partners
United Kingdom
$441K +$59.2K +738 +17%
SPC
104
Sigma Planning Corp
Michigan
$435K -$726K -9,050 -64%
AAG
105
Armstrong Advisory Group
Massachusetts
$423K – – –
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$722 +9 +0.2%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$403K +$48.4K +603 +15%
RFN
108
Redwood Financial Network
Ohio
$358K +$336K +4,195 New
SC
109
Savant Capital
Illinois
$355K – – –
RJT
110
Raymond James Trust
Florida
$352K +$37.3K +465 +13%
AIP
111
Ameritas Investment Partners
Nebraska
$344K +$12K +150 +4%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$329K +$310K +3,861 New
KPWS
113
Kestra Private Wealth Services
Texas
$325K +$11.2K +140 +4%
EGA
114
E&G Advisors
Texas
$324K – – –
FTS
115
Fifth Third Securities
Ohio
$299K +$63.3K +789 +29%
DI
116
Diligent Investors
California
$277K -$6.74K -84 -3%
ECG
117
Edge Capital Group
Georgia
$276K – – –
PSF
118
Pacific Sun Financial
California
$275K – – –
LC
119
Landaas & Company
Wisconsin
$264K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$257K +$882 +11 +0.4%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$254K -$391K -4,870 -62%
Millennium Management
122
Millennium Management
New York
$251K +$236K +2,946 New
SRL
123
Scientech Research LLC
New Jersey
$251K +$236K +2,946 New
ASN
124
Advisory Services Network
Georgia
$246K – – –
MA
125
Montag & Associates
Georgia
$245K +$1.04K +13 +0.5%
3 4
5
6 7

RWL Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2023, worth a combined $1.78B — up 40% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RWL positions and 13 closed out — a net gain of 6 holders — while 78 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Perennial Investment Advisors, cutting an estimated $1.91M.

  • 173 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $1.78B of Invesco S&P 500 Revenue ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2023 and 13 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q4 2023 was Morgan Stanley, an estimated $189M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q4 2023 was Perennial Investment Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.