RWL icon

Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

187 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 28 funds opening new positions, 86 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+14
Holders Change %
+8.09%
% 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
28
Increased
86
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$177M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.4M
3
LPL Financial
LPL Financial
California
$245M
4
CCA
Cadent Capital Advisors
Oklahoma
$11.2M
5
Mariner
Mariner
Kansas
$20M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.5M
4
AF
Allworth Financial
California
$218M
5
AWM
AE Wealth Management
Kansas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
176
Bogart Wealth LLC
Virginia
$18.7K – – –
GEA
177
Glen Eagle Advisors
New Jersey
$17.3K -$937 -10 -5%
Franklin Resources
178
Franklin Resources
California
$15.2K – – –
WWM
179
Wolff Wiese Magana
California
$12.2K – – –
CA
180
CoreCap Advisors
Michigan
$9.65K +$9.65K +103 New
GWSG
181
GPS Wealth Strategies Group
Colorado
$9.37K – – –
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.37K – – –
SIS
183
Sound Income Strategies
Florida
$9.09K +$9.09K +97 New
FFWM
184
Future Financial Wealth Management
Ohio
$7.78K +$7.78K +83 New
PCM
185
Penserra Capital Management
California
$7K +$7K +83 New
AWM
186
Avior Wealth Management
Nebraska
$6.47K – – –
TRCT
187
Tower Research Capital (TRC)
New York
$1.69K – – –
FCMT
188
Founders Capital Management (Texas)
Texas
$487 – – –
LCWP
189
Legacy Capital Wealth Partners
Arkansas
– -$9.28M -108,768 Closed
ACMA
190
Arbor Capital Management (Alaska)
Alaska
– -$1.49M -58,078 Closed
SRL
191
Scientech Research LLC
New Jersey
– -$251K -2,946 Closed
Millennium Management
192
Millennium Management
New York
– -$251K -2,946 Closed
HP
193
Holistic Planning
Texas
– -$220K -2,577 Closed
BWP
194
Balboa Wealth Partners
Arizona
– -$219K -2,562 Closed
Fisher Asset Management
195
Fisher Asset Management
Washington
– -$211K -2,471 Closed
TFGT
196
TS Financial Group (TSFG)
Illinois
– -$49K -579 Closed
TFA
197
Transamerica Financial Advisors
Florida
– -$30K -343 Closed
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
– -$19.2K -225 Closed
MA
199
MCF Advisors
Kentucky
– -$11.6K -136 Closed
OP
200
ORG Partners
Indiana
– -$10.8K -127 Closed
5 6 7
8
9