Invesco S&P 500 Revenue ETF
68 hedge funds and large institutions have $494M invested in Invesco S&P 500 Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.
275% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $299K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
18% more capital invested
Capital invested by funds: $419M → $494M (+$74.7M)
6% more funds holding
Funds holding: 64 → 68 (+4)
4.33% more ownership
Funds ownership: 48.95% → 53.27% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.4M |
| 2 |
EWF
Epstein & White Financial
San Diego,
California
|
+$25.3M |
| 3 |
TF
Tompkins Financial
Ithaca,
New York
|
+$18.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.58M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.11M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.51M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$1.34M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.15M |
RWL Hedge Fund Activity: Q1 2018 in Review
68 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2018, worth a combined $494M — up 18% from $419M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RWL positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Ameriprise, cutting an estimated $3.58M.
- 68 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2018, up from 64 in Q4 2017.
- Funds reported $494M of Invesco S&P 500 Revenue ETF stock for Q1 2018, up 18% quarter-over-quarter.
- 10 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2018 and 5 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q1 2018 was LPL Financial, an estimated $25.4M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q1 2018 was Ameriprise, an estimated $3.58M sold.
Based on aggregated 13F filings for Q1 2018.