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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
GCP
126
GSA Capital Partners
United Kingdom
$509K
UAG
127
United Advisor Group
Ohio
$501K +$475 +5 +0.1%
AAG
128
Armstrong Advisory Group
Massachusetts
$486K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$5.42K +57 +1%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$466K +$72.6K +764 +19%
RL
131
Retireful LLC
Michigan
$464K +$450K +4,735 New
RJT
132
Raymond James Trust
Florida
$450K -$48.6K -512 -10%
TWM
133
TCFG Wealth Management
California
$426K +$413K +4,345 New
SC
134
Savant Capital
Illinois
$413K -$13.4K -141 -3%
MCC
135
Money Concepts Capital
Florida
$405K -$76.2K -802 -16%
FTS
136
Fifth Third Securities
Ohio
$363K +$190 +2 +0.1%
ASN
137
Advisory Services Network
Georgia
$360K
M&T Bank
138
M&T Bank
New York
$350K -$2.76K -29 -0.8%
BCI
139
Brinker Capital Investments
Pennsylvania
$339K +$329K +3,459 New
OPS
140
Orion Portfolio Solutions
Nebraska
$339K +$329K +3,459 New
LC
141
Landaas & Company
Wisconsin
$332K
SAM
142
Secure Asset Management
Michigan
$323K +$60K +631 +24%
PSF
143
Pacific Sun Financial
California
$316K
ECG
144
Edge Capital Group
Georgia
$305K
DI
145
Diligent Investors
California
$302K +$380 +4 +0.1%
PTC
146
Private Trust Company
Ohio
$301K +$19.5K +205 +7%
MSG
147
Main Street Group
Virginia
$296K -$223K -2,342 -44%
FHC
148
First Heartland Consultants
Missouri
$295K -$332K -3,495 -54%
SEIA
149
Signature Estate & Investment Advisors
California
$286K +$855 +9 +0.3%
MA
150
Montag & Associates
Georgia
$285K +$1.04K +11 +0.4%

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.