Invesco S&P 500 Revenue ETF
150 hedge funds and large institutions have $976M invested in Invesco S&P 500 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
16% more capital invested
Capital invested by funds: $839M → $976M (+$137M)
5% more funds holding
Funds holding: 143 → 150 (+7)
0.14% more ownership
Funds ownership: 61.73% → 61.87% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$18.2M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$13.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.85M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.73M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$7.58M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$7.03M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.44M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.79M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.27M |
| 5 |
Jane Street
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
151
Private Advisory Group
Redmond,
Washington
| – | -$2.27M | -33,791 | Closed |
|
|
152
Jane Street
New York
| – | -$1.86M | -27,732 | Closed |
|
153
Citadel Advisors
Miami,
Florida
| – | -$1.29M | -19,243 | Closed |
|
|
TWA
154
TCI Wealth Advisors
Tucson,
Arizona
| – | -$128K | -1,907 | Closed |
|
|
HI
155
Hudock Inc
Williamsport,
Pennsylvania
| – | -$103K | -1,537 | Closed |
|
|
FA
156
Flagstar Advisors
New York
| – | -$74.5K | -1,110 | Closed |
|
|
BIA
157
Bell Investment Advisors
Oakland,
California
| – | -$39K | -578 | Closed |
|
|
BWM
158
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$13K | -200 | Closed |
|
159
Jones Financial Companies
Des Peres,
Missouri
| – | -$8K | -120 | Closed |
|
|
SBL
160
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$4K | -60 | Closed |
|
RWL Hedge Fund Activity: Q4 2022 in Review
150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2022, worth a combined $976M — up 16% from $839M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RWL positions and 10 closed out — a net gain of 13 holders — while 55 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $7.03M.
- 150 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2022, up from 143 in Q3 2022.
- Funds reported $976M of Invesco S&P 500 Revenue ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2022 and 10 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2022 was LPL Financial, an estimated $18.2M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2022 was Morgan Stanley, an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2022.