Invesco S&P 500 Revenue ETF
43 hedge funds and large institutions have $144M invested in Invesco S&P 500 Revenue ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.
98% more capital inflows, than outflows
Capital inflows: $24.1M | Capital outflows: $12.1M
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
10% more funds holding
Funds holding: 39 → 43 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cumberland Advisors
Sarasota,
Florida
|
+$5.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
| 3 |
Managed Account Advisors
Jersey City,
New Jersey
|
+$2.8M |
| 4 |
Morgan Stanley
New York
|
+$2.58M |
| 5 |
American International Group
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Klingman & Associates
New York
|
-$5.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.2M |
| 3 |
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
-$1.18M |
| 4 |
SG Americas Securities
New York
|
-$897K |
| 5 |
Madison Investment Holdings
Madison,
Wisconsin
|
-$767K |
RWL Hedge Fund Activity: Q1 2015 in Review
43 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2015, worth a combined $144M — up 11% from $130M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RWL positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Cumberland Advisors, adding an estimated $5.01M. The largest seller was Klingman & Associates, exiting entirely with an estimated $5.05M sold.
- 43 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2015, up from 39 in Q4 2014.
- Funds reported $144M of Invesco S&P 500 Revenue ETF stock for Q1 2015, up 11% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2015 and 8 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q1 2015 was Cumberland Advisors, an estimated $5.01M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q1 2015 was Klingman & Associates, an estimated $5.05M sold.
Based on aggregated 13F filings for Q1 2015.