Invesco S&P 500 Revenue ETF
48 hedge funds and large institutions have $286M invested in Invesco S&P 500 Revenue ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 0 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
18% more capital invested
Capital invested by funds: $243M → $286M (+$43.3M)
7% more funds holding
Funds holding: 45 → 48 (+3)
1.65% less ownership
Funds ownership: 50.01% → 48.36% (-1.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.14M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.43M |
| 3 |
Morgan Stanley
New York
|
+$5.09M |
| 4 |
Jane Street
New York
|
+$3.89M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
| 3 |
KA
Klingman & Associates
New York
|
-$270K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$75.7K |
| 5 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$41.5K |
RWL Hedge Fund Activity: Q1 2017 in Review
48 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2017, worth a combined $286M — up 18% from $243M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RWL positions and 0 closed out — a net gain of 4 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $9.14M. The largest seller was Wells Fargo, cutting an estimated $2.37M.
- 48 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2017, up from 45 in Q4 2016.
- Funds reported $286M of Invesco S&P 500 Revenue ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2017 and 0 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q1 2017 was Bank of America, an estimated $9.14M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q1 2017 was Wells Fargo, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2017.