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Invesco S&P 500 Revenue ETF

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: 1114 (+3)

16% more capital invested

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

6% more funds holding

Funds holding: 193204 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
176
Raleigh Capital Management
North Carolina
$88.3K +$285 +3 +0.3%
GWS
177
Glassman Wealth Services
Virginia
$73.1K
HIA
178
Harbor Investment Advisory
Maryland
$72.7K -$9.03K -95 -11%
PB
179
Pinnacle Bancorp
Nebraska
$66.5K
GA
180
GoalVest Advisory
New York
$64.5K +$62.5K +658 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$63.3K
HPC
182
HM Payson & Co
Maine
$62.8K
LWA
183
Lowe Wealth Advisors
Maryland
$49K
OA
184
Operose Advisors
Wisconsin
$46.6K
TLA
185
Tanglewood Legacy Advisors
Texas
$40.3K -$9.5K -100 -20%
RA
186
Rise Advisors
New York
$35.1K +$95 +1 +0.3%
CTWM
187
Cherry Tree Wealth Management
Minnesota
$33.3K
CAM
188
Creekmur Asset Management
Illinois
$29.1K +$28.2K +297 New
AIC
189
Archer Investment Corporation
Indiana
$25.2K +$95 +1 +0.4%
GI
190
GAMMA Investing
California
$22.7K
NFSG
191
Newbridge Financial Services Group
Florida
$21.6K
BWL
192
Bogart Wealth LLC
Virginia
$19.6K
AssetMark Inc
193
AssetMark Inc
California
$16.5K +$16K +168 New
WWM
194
Wolff Wiese Magana
California
$12.8K
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$10.2K
CA
196
CoreCap Advisors
Michigan
$10.1K
GWSG
197
GPS Wealth Strategies Group
Colorado
$9.81K
GEA
198
Glen Eagle Advisors
New Jersey
$9.32K
Franklin Resources
199
Franklin Resources
California
$8.67K -$7.13K -75 -46%
FFWM
200
Future Financial Wealth Management
Ohio
$8.14K +$7.89K +83 New

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.