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Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

187 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$177M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
3
LPL Financial
California
$245M
4
CCA
4
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
5
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M
4
AF
4
Allworth Financial
California
$218M
5
AWM
5
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$709K +$172K +1,834 +32%
MCC
102
Money Concepts Capital
Florida
$708K -$67.1K -716 -9%
CAM
103
Cozad Asset Management
Illinois
$684K – – –
BWP
104
Baldwin Wealth Partners
Massachusetts
$657K – – –
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$650K +$1.31K +14 +0.2%
RL
106
Retireful LLC
Michigan
$642K +$642K +6,851 New
AAS
107
Ameritas Advisory Services
Nebraska
$626K +$626K +6,892 New
FAM
108
Flaharty Asset Management
Florida
$620K -$24.9K -266 -4%
FHC
109
First Heartland Consultants
Missouri
$609K +$609K +6,501 New
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$597K +$318K +3,391 +114%
PS
111
Principal Securities
Iowa
$577K +$41.2K +440 +8%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$543K +$181K +1,936 +50%
Bessemer Group
113
Bessemer Group
New Jersey
$517K – – –
HighTower Advisors
114
HighTower Advisors
Illinois
$510K -$68.1K -726 -12%
GCP
115
GSA Capital Partners
United Kingdom
$501K +$16.7K +178 +3%
MSG
116
Main Street Group
Virginia
$499K +$15K +161 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$498K +$498K +5,300 New
AWM
118
Accurate Wealth Management
Florida
$472K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$451K +$656 +7 +0.1%
AAG
120
Armstrong Advisory Group
Massachusetts
$423K – – –
RFN
121
Redwood Financial Network
Ohio
$406K +$13.2K +141 +3%
GAA
122
Global Assets Advisory
Florida
$400K +$400K +37,372 New
SW
123
Simplicity Wealth
New Jersey
$397K +$397K +4,240 New
SC
124
Savant Capital
Illinois
$390K – – –
RJT
125
Raymond James Trust
Florida
$387K – – –
3 4
5
6 7