Invesco S&P 500 Revenue ETF
78 hedge funds and large institutions have $520M invested in Invesco S&P 500 Revenue ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 10 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $471M → $520M (+$49.7M)
3% more funds holding
Funds holding: 76 → 78 (+2)
1.68% more ownership
Funds ownership: 50.29% → 51.97% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.71M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.5M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$3.47M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.77M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.84M |
| 4 |
Morgan Stanley
New York
|
-$2.68M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.33M |
RWL Hedge Fund Activity: Q1 2019 in Review
78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2019, worth a combined $520M — up 11% from $471M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RWL positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $6.31M. The largest seller was Wells Fargo, cutting an estimated $9.77M.
- 78 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2019, up from 76 in Q4 2018.
- Funds reported $520M of Invesco S&P 500 Revenue ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2019 and 10 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q1 2019 was Goldman Sachs, an estimated $6.31M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q1 2019 was Wells Fargo, an estimated $9.77M sold.
Based on aggregated 13F filings for Q1 2019.