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Invesco S&P 500 Revenue ETF
RWL

188 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 29 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 38

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more funds holding

Funds holding: 173 → 188 (+15)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$139M)

8.49% less ownership

Funds ownership: 72.9% → 64.4% (-8.5%)

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% 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
29
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.1M
3
LPL Financial
LPL Financial
California
+$13.4M
4
CCA
Cadent Capital Advisors
Oklahoma
+$10.5M
5
Mariner
Mariner
Kansas
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$9.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.24M
4
AF
Allworth Financial
California
-$4.09M
5
AWM
AE Wealth Management
Kansas
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$709K +$162K +1,834 +32%
MCC
102
Money Concepts Capital
Florida
$708K -$63.3K -716 -9%
CAM
103
Cozad Asset Management
Illinois
$684K – – –
BWP
104
Baldwin Wealth Partners
Massachusetts
$657K – – –
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$650K +$1.24K +14 +0.2%
RL
106
Retireful LLC
Michigan
$642K +$606K +6,851 New
AAS
107
Ameritas Advisory Services
Nebraska
$626K +$609K +6,892 New
FAM
108
Flaharty Asset Management
Florida
$620K -$23.5K -266 -4%
FHC
109
First Heartland Consultants
Missouri
$609K +$575K +6,501 New
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$597K +$300K +3,391 +114%
PS
111
Principal Securities
Iowa
$577K +$38.9K +440 +8%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$543K +$171K +1,936 +50%
Bessemer Group
113
Bessemer Group
New Jersey
$517K – – –
HighTower Advisors
114
HighTower Advisors
Illinois
$510K -$64.2K -726 -12%
GCP
115
GSA Capital Partners
United Kingdom
$501K +$15.7K +178 +3%
MSG
116
Main Street Group
Virginia
$499K +$14.2K +161 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$498K +$469K +5,300 New
AWM
118
Accurate Wealth Management
Florida
$472K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$451K +$619 +7 +0.1%
AAG
120
Armstrong Advisory Group
Massachusetts
$423K – – –
RFN
121
Redwood Financial Network
Ohio
$406K +$12.5K +141 +3%
GAA
122
Global Assets Advisory
Florida
$400K +$3.3M +37,372 New
SW
123
Simplicity Wealth
New Jersey
$397K +$375K +4,240 New
SC
124
Savant Capital
Illinois
$390K – – –
RJT
125
Raymond James Trust
Florida
$387K – – –
3 4
5
6 7

RWL Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2024, worth a combined $1.92B — up 7.8% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 13 closed out — a net gain of 16 holders — while 86 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.3M. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 188 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $1.92B of Invesco S&P 500 Revenue ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2024 and 13 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2024 was Ameriprise, an estimated $25.3M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.