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Invesco S&P 500 Revenue ETF
RWL

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: 11 → 14 (+3)

16% more capital invested

Capital invested by funds: $2.11B → $2.45B (+$347M)

6% more funds holding

Funds holding: 193 → 204 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$47.7M
2
Ameriprise
Ameriprise
Minnesota
+$34.9M
3
SA
Stewardship Advisors
Pennsylvania
+$18.1M
4
Morgan Stanley
Morgan Stanley
New York
+$17M
5
Bank of America
Bank of America
North Carolina
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.09M
3
Wells Fargo
Wells Fargo
California
-$3.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.43M
5
GS
GTS Securities
New York
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$271K – – –
KWM
152
Kingsview Wealth Management
Oregon
$269K -$2.38K -25 -0.9%
HP
153
Hilltop Partners
Indiana
$268K -$5.42K -57 -2%
SG
154
StoneX Group
New York
$266K +$950 +10 +0.4%
SPC
155
Sigma Planning Corp
Michigan
$256K -$894K -9,413 -78%
FA
156
Flagstar Advisors
New York
$251K +$24K +253 +11%
JCM
157
Jacobi Capital Management
Pennsylvania
$250K -$42.9K -451 -15%
MGWM
158
Marks Group Wealth Management
Minnesota
$247K +$239K +2,520 New
WA
159
Wealth Alliance
New York
$245K – – –
Corient Private Wealth
160
Corient Private Wealth
Florida
$231K +$223K +2,352 New
MA
161
Mutual Advisors
Nebraska
$225K – – –
BBHC
162
Brown Brothers Harriman & Co
New York
$213K – – –
LTL
163
Lowery Thomas LLC
California
$207K +$201K +2,115 New
SAM
164
Silvercrest Asset Management
New York
$201K +$195K +2,047 New
PS
165
Principal Securities
Iowa
$181K +$54.4K +573 +45%
HNB
166
Huntington National Bank
Ohio
$164K – – –
PK
167
Pflug Koory
Nebraska
$152K +$148K +1,553 New
AIP
168
Ameritas Investment Partners
Nebraska
$137K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$125K -$21.6K -227 -15%
LC
170
Lindbrook Capital
California
$123K – – –
IA
171
IFP Advisors
Florida
$121K +$3.33K +35 +3%
NS
172
NBC Securities
Alabama
$113K – – –
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$109K +$39.3K +414 +59%
ACA
174
Aptus Capital Advisors
Alabama
$105K +$380 +4 +0.4%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$101K – – –
5 6
7
8 9

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.