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Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

203 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, 96 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.94%
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
96
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$340M
2
Ameriprise
Ameriprise
Minnesota
$315M
3
SA
Stewardship Advisors
Pennsylvania
$18.7M
4
Morgan Stanley
Morgan Stanley
New York
$279M
5
Bank of America
Bank of America
North Carolina
$183M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$48.6M
3
Wells Fargo
Wells Fargo
California
$51.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.88M
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$269K -$2.45K -25 -0.9%
HP
152
Hilltop Partners
Indiana
$268K -$5.59K -57 -2%
SG
153
StoneX Group
New York
$266K +$981 +10 +0.4%
SPC
154
Sigma Planning Corp
Michigan
$256K -$923K -9,413 -78%
FA
155
Flagstar Advisors
New York
$251K +$24.8K +253 +11%
JCM
156
Jacobi Capital Management
Pennsylvania
$250K -$44.2K -451 -15%
MGWM
157
Marks Group Wealth Management
Minnesota
$247K +$247K +2,520 New
WA
158
Wealth Alliance
New York
$245K – – –
Corient Private Wealth
159
Corient Private Wealth
Florida
$231K +$231K +2,352 New
MA
160
Mutual Advisors
Nebraska
$225K – – –
BBHC
161
Brown Brothers Harriman & Co
New York
$213K – – –
LTL
162
Lowery Thomas LLC
California
$207K +$207K +2,115 New
SAM
163
Silvercrest Asset Management
New York
$201K +$201K +2,047 New
PS
164
Principal Securities
Iowa
$181K +$56.2K +573 +45%
HNB
165
Huntington National Bank
Ohio
$164K -$143K – –
PK
166
Pflug Koory
Nebraska
$152K +$152K +1,553 New
AIP
167
Ameritas Investment Partners
Nebraska
$137K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$125K -$22.2K -227 -15%
LC
169
Lindbrook Capital
California
$123K – – –
IA
170
IFP Advisors
Florida
$121K +$3.43K +35 +3%
NS
171
NBC Securities
Alabama
$113K – – –
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$109K +$40.6K +414 +59%
ACA
173
Aptus Capital Advisors
Alabama
$105K +$392 +4 +0.4%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$101K – – –
RCM
175
Raleigh Capital Management
North Carolina
$88.3K +$294 +3 +0.3%
5 6
7
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