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Invesco S&P 500 Revenue ETF

204 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $2.11B → $2.45B (+$347M)

6% more funds holding

Funds holding: 193204 (+11)

0.06% more ownership

Funds ownership: 64.03%64.1% (+0.06%)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
2.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
97
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$313K +3,299 +44%
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$996K
US Bancorp
103
US Bancorp
Minnesota
$971K -$87.7K -923 -9%
Comerica Bank
104
Comerica Bank
Texas
$933K +$24.1K +254 +3%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$932K +$12.3K +129 +1%
CCA
106
Cora Capital Advisors
New Jersey
$921K
KFP
107
KMG Fiduciary Partners
Ohio
$841K +$815K +8,579 New
EGA
108
E&G Advisors
Texas
$834K +$320K +3,369 +66%
SCA
109
Snowden Capital Advisors
New York
$821K -$17.4K -183 -2%
AWA
110
Acorn Wealth Advisors
Michigan
$759K -$72.9K -767 -9%
LFAS
111
Level Four Advisory Services
Texas
$747K -$210K -2,206 -22%
MFGM
112
Marshall Financial Group (Maryland)
Maryland
$738K +$570 +6 +0.1%
CIA
113
Concurrent Investment Advisors
Florida
$734K -$460K -4,838 -39%
OWP
114
Obermeyer Wealth Partners
Colorado
$722K
CAM
115
Cozad Asset Management
Illinois
$662K +$380 +4 +0.1%
BWP
116
Baldwin Wealth Partners
Massachusetts
$647K -$39.1K -412 -6%
FAM
117
Flaharty Asset Management
Florida
$644K +$855 +9 +0.1%
VWA
118
Visionary Wealth Advisors
Illinois
$610K +$52.6K +554 +10%
ACP
119
Aveo Capital Partners
Colorado
$584K -$87.4K -920 -13%
Creative Planning
120
Creative Planning
Kansas
$548K +$52.5K +552 +11%
RFN
121
Redwood Financial Network
Ohio
$544K +$40.4K +425 +8%
Bessemer Group
122
Bessemer Group
New Jersey
$541K
HighTower Advisors
123
HighTower Advisors
Illinois
$539K +$380 +4 +0.1%
MFG
124
MTM Financial Group
Pennsylvania
$525K +$93.8K +987 +23%
AWM
125
Accurate Wealth Management
Florida
$520K

RWL Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2024, worth a combined $2.45B — up 16% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWL positions and 10 closed out — a net gain of 14 holders — while 97 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $47.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.66M sold.

  • 204 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2024, up from 193 in Q2 2024.
  • Funds reported $2.45B of Invesco S&P 500 Revenue ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2024 was LPL Financial, an estimated $47.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2024 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2024.