Invesco S&P 500 Revenue ETF
70 hedge funds and large institutions have $477M invested in Invesco S&P 500 Revenue ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
3% more funds holding
Funds holding: 68 → 70 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $494M → $477M (-$17M)
1.37% less ownership
Funds ownership: 53.27% → 51.91% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.36M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.92M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.42M |
| 4 |
SG Americas Securities
New York
|
+$866K |
| 5 |
LPL Financial
San Diego,
California
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$22.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.48M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.65M |
RWL Hedge Fund Activity: Q2 2018 in Review
70 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2018, worth a combined $477M — down 3.4% from $494M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RWL positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $7.36M. The largest seller was Epstein & White Financial, cutting an estimated $22.9M.
- 70 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2018, up from 68 in Q1 2018.
- Funds reported $477M of Invesco S&P 500 Revenue ETF stock for Q2 2018, down 3.4% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2018 was Bank of America, an estimated $7.36M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2018 was Epstein & White Financial, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2018.