Invesco S&P 500 Revenue ETF
173 hedge funds and large institutions have $1.78B invested in Invesco S&P 500 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 13 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 37
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
40% more capital invested
Capital invested by funds: $1.28B → $1.78B (+$506M)
8.82% more ownership
Funds ownership: 64.08% → 72.9% (+8.8%)
2% more funds holding
Funds holding: 169 → 173 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$189M |
| 2 |
LPL Financial
San Diego,
California
|
+$59.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$1.91M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.31M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$824K |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$765K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$726K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
176
Synovus Financial
Columbus,
Georgia
| – | -$575K | -7,356 | Closed |
|
177
Citadel Advisors
Miami,
Florida
| – | -$528K | -6,760 | Closed |
|
|
OIA
178
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$522K | -6,677 | Closed |
|
|
AAS
179
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$424K | -5,412 | Closed |
|
|
BAM
180
Belpointe Asset Management
Reno,
Nevada
| – | -$393K | -5,028 | Closed |
|
|
TSS
181
Two Sigma Securities
New York
| – | -$310K | -3,964 | Closed |
|
|
RIA
182
Realta Investment Advisors
Wilmington,
Delaware
| – | -$149K | -1,867 | Closed |
|
|
MPCG
183
Matrix Private Capital Group
New York
| – | -$99.9K | -1,278 | Closed |
|
|
PWA
184
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$66K | -845 | Closed |
|
|
ST
185
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$27K | -340 | Closed |
|
|
TWM
186
Tradition Wealth Management
Edina,
Minnesota
| – | -$6K | -71 | Closed |
|
187
BlackRock
New York
| – | -$63 | -1 | Closed |
|
RWL Hedge Fund Activity: Q4 2023 in Review
173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2023, worth a combined $1.78B — up 40% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RWL positions and 13 closed out — a net gain of 6 holders — while 78 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Perennial Investment Advisors, cutting an estimated $1.91M.
- 173 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2023, up from 169 in Q3 2023.
- Funds reported $1.78B of Invesco S&P 500 Revenue ETF stock for Q4 2023, up 40% quarter-over-quarter.
- 19 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2023 and 13 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2023 was Morgan Stanley, an estimated $189M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2023 was Perennial Investment Advisors, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2023.