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Invesco S&P 500 Revenue ETF

20 hedge funds and large institutions have $104M invested in Invesco S&P 500 Revenue ETF in 2013 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

57.17% more ownership

Funds ownership: 0%57.17% (+57%)

Holders
20
Holders Change
+20
Holders Change %
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$21.4M +$21.2M +680,002 New
Wells Fargo
2
Wells Fargo
California
$20.9M +$20.8M +665,432 New
Bank of America
3
Bank of America
North Carolina
$15.2M +$15.1M +483,140 New
Morgan Stanley
4
Morgan Stanley
New York
$12.4M +$12.4M +396,291 New
CA
5
Cumberland Advisors
Florida
$7.71M +$7.67M +245,535 New
BT
6
Beacon Trust
New Jersey
$5.86M +$5.83M +186,675 New
LPL Financial
7
LPL Financial
California
$4.67M +$4.65M +148,896 New
U
8
UBS
Switzerland
$4.08M +$4.06M +129,931 New
CAN
9
Cetera Advisor Networks
California
$3.57M +$3.56M +113,900 New
MIH
10
Madison Investment Holdings
Wisconsin
$2.67M +$2.66M +85,168 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.32M +$2.3M +73,775 New
RP
12
Reinhart Partners
Wisconsin
$1.62M +$1.61M +51,485 New
TCM
13
Twele Capital Management
Minnesota
$628K +$624K +20,000 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$467K +$464K +14,862 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$424K +$422K +13,518 New
CWM
16
Concert Wealth Management
California
$218K +$207K +6,643 New
Citigroup
17
Citigroup
New York
$17K +$17.2K +550 New
Ameriprise
18
Ameriprise
Minnesota
$5K +$4.59K +147 New
TWA
19
TCI Wealth Advisors
Arizona
$5K +$5.37K +172 New
SPL
20
Smart Portfolios LLC
Washington
$1.21K +$1.22K +39 New

RWL Hedge Fund Activity: Q2 2013 in Review

20 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2013, worth a combined $104M.

Buyers outnumbered sellers: 20 funds opened new RWL positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

  • 20 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $104M of Invesco S&P 500 Revenue ETF stock for Q2 2013.
  • 20 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2013 and 0 closed out, a net change of +20 holders.

Based on aggregated 13F filings for Q2 2013.