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Invesco S&P 500 Revenue ETF
RWL

133 hedge funds and large institutions have $753M invested in Invesco S&P 500 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more capital invested

Capital invested by funds: $643M → $753M (+$109M)

5% more funds holding

Funds holding: 127 → 133 (+6)

1.26% more ownership

Funds ownership: 57.17% → 58.44% (+1.3%)

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
18
Increased
53
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.5M
2
EFL
ERn Financial LLC
Wisconsin
+$17.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$12.8M
4
WA
Win Advisors
Florida
+$9.08M
5
FFW
Fusion Family Wealth
New York
+$7.77M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$3.12M
2
TF
Tompkins Financial
New York
-$1.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$916K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$807K
5
Wells Fargo
Wells Fargo
California
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$16K – – –
BWL
127
Bogart Wealth LLC
Virginia
$16K – – –
SCA
128
Stonebridge Capital Advisors
Minnesota
$13K – – –
GI
129
Gradient Investments
Minnesota
$10K -$9.87K -125 -50%
WWM
130
Wolff Wiese Magana
California
$10K – – –
NWM
131
Nauset Wealth Management
Connecticut
$3K +$3.16K +40 New
RIM
132
Rockbridge Investment Management
New York
$2.42K +$2.37K +30 New
TRCT
133
Tower Research Capital (TRC)
New York
$1K -$158K -2,005 -99%
AAP
134
Arax Advisory Partners
Colorado
$1K +$474 +6 New
SI
135
Stephens Inc
Arkansas
– -$379K -4,739 Closed
FHC
136
First Heartland Consultants
Missouri
– -$254 -3,188 Closed
CWA
137
Clearview Wealth Advisors
Oregon
– -$34K -429 Closed
CFGS
138
Concourse Financial Group Securities
Alabama
– -$20.2K -256 Closed
EIP
139
Ellis Investment Partners
Pennsylvania
– -$17K -220 Closed
BAM
140
Barrett Asset Management
New York
– -$13K -165 Closed
CP
141
Corbenic Partners
Pennsylvania
– -$13K -164 Closed
William Blair & Company
142
William Blair & Company
Illinois
– -$12K -148 Closed
2 3 4 5
6

RWL Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2022, worth a combined $753M — up 17% from $643M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWL positions and 9 closed out — a net gain of 9 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $3.12M.

  • 133 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $753M of Invesco S&P 500 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2022 and 9 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2022 was Morgan Stanley, an estimated $23.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2022.