Invesco S&P 500 Revenue ETF
88 hedge funds and large institutions have $422M invested in Invesco S&P 500 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $380M → $422M (+$42.4M)
3.35% more ownership
Funds ownership: 52.54% → 55.89% (+3.3%)
2% more funds holding
Funds holding: 86 → 88 (+2)
29% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$13.9M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.76M |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$5.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.89M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.91M |
| 3 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$1.82M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.34M |
RWL Hedge Fund Activity: Q3 2020 in Review
88 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2020, worth a combined $422M — up 11% from $380M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RWL positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 31 trimmed.
The largest buyer was First Heartland Consultants, adding an estimated $13.9M. The largest seller was Royal Bank of Canada, cutting an estimated $4.64M.
- 88 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2020, up from 86 in Q2 2020.
- Funds reported $422M of Invesco S&P 500 Revenue ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2020 and 10 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q3 2020 was First Heartland Consultants, an estimated $13.9M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $4.64M sold.
Based on aggregated 13F filings for Q3 2020.