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Invesco S&P 500 Revenue ETF
RWL

173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 37

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $1.28B → $1.78B (+$506M)

8.82% more ownership

Funds ownership: 64.08% → 72.9% (+8.8%)

2% more funds holding

Funds holding: 169 → 173 (+4)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
78
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$189M
2
LPL Financial
LPL Financial
California
+$59.1M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Bank of America
Bank of America
North Carolina
+$10.3M
5
Stifel Financial
Stifel Financial
Missouri
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
PIA
Perennial Investment Advisors
California
-$1.91M
2
RW
RVW Wealth
California
-$1.31M
3
FTUS
Flow Traders U.S.
New York
-$824K
4
LCWP
Legacy Capital Wealth Partners
Arkansas
-$765K
5
SPC
Sigma Planning Corp
Michigan
-$726K
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
126
Hilltop Partners
Indiana
$239K +$802 +10 +0.4%
PCM
127
Parsons Capital Management
Rhode Island
$236K – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$235K +$17.5K +218 +9%
HP
129
Holistic Planning
Texas
$220K +$207K +2,577 New
BWP
130
Balboa Wealth Partners
Arizona
$219K – – –
KWM
131
Kingsview Wealth Management
Oregon
$218K +$205K +2,558 New
WA
132
Wealth Alliance
New York
$213K +$201K +2,500 New
Fisher Asset Management
133
Fisher Asset Management
Washington
$211K +$198K +2,471 New
CBFP
134
Cedar Brook Financial Partners
Ohio
$204K +$191K +2,386 New
PTC
135
Private Trust Company
Ohio
$199K +$20.4K +254 +12%
BBHC
136
Brown Brothers Harriman & Co
New York
$186K – – –
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$163K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$140K -$7.14K -89 -5%
PK
139
Pflug Koory
Nebraska
$132K – – –
HNB
140
Huntington National Bank
Ohio
$108K – – –
LC
141
Lindbrook Capital
California
$107K – – –
IA
142
IFP Advisors
Florida
$102K +$96.2K +1,199 New
NS
143
NBC Securities
Alabama
$98K – – –
RCM
144
Raleigh Capital Management
North Carolina
$76K +$321 +4 +0.5%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$73.7K -$77.2K -962 -53%
HIA
146
Harbor Investment Advisory
Maryland
$72.5K -$3.45K -43 -5%
PB
147
Pinnacle Bancorp
Nebraska
$57.9K – – –
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$55K – – –
HPC
149
HM Payson & Co
Maine
$54.6K – – –
TFGT
150
TS Financial Group (TSFG)
Illinois
$49K -$3.61K -45 -7%
4 5
6
7 8

RWL Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2023, worth a combined $1.78B — up 40% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RWL positions and 13 closed out — a net gain of 6 holders — while 78 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Perennial Investment Advisors, cutting an estimated $1.91M.

  • 173 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $1.78B of Invesco S&P 500 Revenue ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2023 and 13 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q4 2023 was Morgan Stanley, an estimated $189M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q4 2023 was Perennial Investment Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.