Invesco S&P 500 Revenue ETF
39 hedge funds and large institutions have $130M invested in Invesco S&P 500 Revenue ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 4 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $108M → $130M (+$21.9M)
8% more funds holding
Funds holding: 36 → 39 (+3)
1.72% more ownership
Funds ownership: 42.25% → 43.96% (+1.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $351K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.81M |
| 2 |
Morgan Stanley
New York
|
+$3.03M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
SG Americas Securities
New York
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$792K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$735K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$645K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$261K |
| 5 |
LPL Financial
San Diego,
California
|
-$261K |
RWL Hedge Fund Activity: Q4 2014 in Review
39 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2014, worth a combined $130M — up 20% from $108M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RWL positions and 4 closed out — a net gain of 4 holders — while 22 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.81M. The largest seller was Jane Street, exiting entirely with an estimated $792K sold.
- 39 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2014, up from 36 in Q3 2014.
- Funds reported $130M of Invesco S&P 500 Revenue ETF stock for Q4 2014, up 20% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2014 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $3.81M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2014 was Jane Street, an estimated $792K sold.
Based on aggregated 13F filings for Q4 2014.