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Invesco S&P 500 Revenue ETF
RWL

188 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 38

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more funds holding

Funds holding: 173 → 188 (+15)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$139M)

8.49% less ownership

Funds ownership: 72.9% → 64.4% (-8.5%)

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
29
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.1M
3
LPL Financial
LPL Financial
California
+$13.4M
4
CCA
Cadent Capital Advisors
Oklahoma
+$10.5M
5
Mariner
Mariner
Kansas
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$9.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.24M
4
AF
Allworth Financial
California
-$4.09M
5
AWM
AE Wealth Management
Kansas
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$204K – – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$166K +$11.3K +128 +8%
PK
153
Pflug Koory
Nebraska
$145K +$177 +2 +0.1%
AIP
154
Ameritas Investment Partners
Nebraska
$136K -$228K -2,579 -64%
HNB
155
Huntington National Bank
Ohio
$119K – – –
NS
156
NBC Securities
Alabama
$118K – – –
Jones Financial Companies
157
Jones Financial Companies
Missouri
$117K +$111K +1,250 New
LC
158
Lindbrook Capital
California
$117K – – –
IA
159
IFP Advisors
Florida
$112K – – –
ACA
160
Aptus Capital Advisors
Alabama
$99.8K +$94.2K +1,065 New
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$94.7K -$79.6K -900 -47%
RCM
162
Raleigh Capital Management
North Carolina
$83.7K +$265 +3 +0.3%
HIA
163
Harbor Investment Advisory
Maryland
$79.1K -$530 -6 -0.7%
GWS
164
Glassman Wealth Services
Virginia
$69.8K +$65.9K +745 New
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$65.4K +$55K +622 +829%
PB
166
Pinnacle Bancorp
Nebraska
$63.5K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$60.5K – – –
HPC
168
HM Payson & Co
Maine
$60K – – –
TLA
169
Tanglewood Legacy Advisors
Texas
$47.9K – – –
LWA
170
Lowe Wealth Advisors
Maryland
$46.9K – – –
OA
171
Operose Advisors
Wisconsin
$44.5K – – –
RA
172
Rise Advisors
New York
$33.3K +$88 +1 +0.3%
CTWM
173
Cherry Tree Wealth Management
Minnesota
$31.9K – – –
TSWM
174
Tyler-Stone Wealth Management
Ohio
$30.1K -$13.4K -152 -32%
AIC
175
Archer Investment Corporation
Indiana
$23.9K – – –
5 6
7
8 9

RWL Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2024, worth a combined $1.92B — up 7.8% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWL positions and 13 closed out — a net gain of 16 holders — while 86 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.3M. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 188 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $1.92B of Invesco S&P 500 Revenue ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2024 and 13 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2024 was Ameriprise, an estimated $25.3M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.