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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
NFSG
176
Newbridge Financial Services Group
Florida
$20.6K +$19.4K +220 New
BWL
177
Bogart Wealth LLC
Virginia
$18.7K – – –
GEA
178
Glen Eagle Advisors
New Jersey
$17.3K -$884 -10 -5%
Franklin Resources
179
Franklin Resources
California
$15.2K – – –
WWM
180
Wolff Wiese Magana
California
$12.2K – – –
CA
181
CoreCap Advisors
Michigan
$9.65K +$9.11K +103 New
GWSG
182
GPS Wealth Strategies Group
Colorado
$9.37K – – –
LWANC
183
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.37K – – –
SIS
184
Sound Income Strategies
Florida
$9.09K +$8.57K +97 New
FFWM
185
Future Financial Wealth Management
Ohio
$7.78K +$7.34K +83 New
PCM
186
Penserra Capital Management
California
$7K +$7.34K +83 New
AWM
187
Avior Wealth Management
Nebraska
$6.47K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$1.69K – – –
FCMT
189
Founders Capital Management (Texas)
Texas
$487 – – –
LCWP
190
Legacy Capital Wealth Partners
Arkansas
– -$9.28M -108,768 Closed
ACMA
191
Arbor Capital Management (Alaska)
Alaska
– -$1.49M -58,078 Closed
Millennium Management
192
Millennium Management
New York
– -$251K -2,946 Closed
SRL
193
Scientech Research LLC
New Jersey
– -$251K -2,946 Closed
HP
194
Holistic Planning
Texas
– -$220K -2,577 Closed
BWP
195
Balboa Wealth Partners
Arizona
– -$219K -2,562 Closed
Fisher Asset Management
196
Fisher Asset Management
Washington
– -$211K -2,471 Closed
TFGT
197
TS Financial Group (TSFG)
Illinois
– -$49K -579 Closed
TFA
198
Transamerica Financial Advisors
Florida
– -$30K -343 Closed
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
– -$19.2K -225 Closed
MA
200
MCF Advisors
Kentucky
– -$11.6K -136 Closed
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.