Invesco S&P 500 Revenue ETF
95 hedge funds and large institutions have $469M invested in Invesco S&P 500 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $422M → $469M (+$47.1M)
8% more funds holding
Funds holding: 88 → 95 (+7)
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0.15% more ownership
Funds ownership: 55.89% → 56.04% (+0.15%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$1.59M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.03M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$867K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$15.6M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$5.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.27M |
| 4 |
Morgan Stanley
New York
|
-$4.03M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.49M |
RWL Hedge Fund Activity: Q4 2020 in Review
95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2020, worth a combined $469M — up 11% from $422M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RWL positions and 6 closed out — a net gain of 8 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was Fusion Family Wealth, adding an estimated $1.59M. The largest seller was First Heartland Consultants, cutting an estimated $15.6M.
- 95 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2020, up from 88 in Q3 2020.
- Funds reported $469M of Invesco S&P 500 Revenue ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2020 and 6 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2020 was Fusion Family Wealth, an estimated $1.59M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2020 was First Heartland Consultants, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2020.