Invesco S&P 500 Revenue ETF
143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 33
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3% more capital invested
Capital invested by funds: $814M → $839M (+$25.1M)
1% more funds holding
Funds holding: 142 → 143 (+1)
0.12% more ownership
Funds ownership: 61.61% → 61.73% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.97M |
| 4 |
Morgan Stanley
New York
|
+$7.17M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$11.3M |
| 2 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
-$2.56M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.1M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
RWL Hedge Fund Activity: Q3 2022 in Review
143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2022, worth a combined $839M — up 3.1% from $814M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RWL positions and 8 closed out — a net gain of 3 holders — while 63 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Fusion Family Wealth, cutting an estimated $11.3M.
- 143 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2022, up from 142 in Q2 2022.
- Funds reported $839M of Invesco S&P 500 Revenue ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2022 and 8 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2022 was LPL Financial, an estimated $14.5M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2022 was Fusion Family Wealth, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2022.