Invesco S&P 500 Revenue ETF
RWL
127 hedge funds and large institutions have $644M invested in Invesco S&P 500 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
17% more funds holding
Funds holding: 109 → 127 (+18)
10% more capital invested
Capital invested by funds: $584M → $644M (+$60.2M)
0.16% more ownership
Funds ownership: 57.01% → 57.17% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$7.02M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.75M |
| 3 |
Morgan Stanley
New York
|
+$2.86M |
| 4 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$1.35M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$18.7M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$4.16M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.05M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$1.21M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$626K |
RWL Hedge Fund Activity: Q4 2021 in Review
127 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q4 2021, worth a combined $644M — up 10% from $584M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RWL positions and 4 closed out — a net gain of 19 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was ERn Financial LLC, opening a new position worth an estimated $7.02M. The largest seller was First Heartland Consultants, cutting an estimated $18.7M.
- 127 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q4 2021, up from 109 in Q3 2021.
- Funds reported $644M of Invesco S&P 500 Revenue ETF stock for Q4 2021, up 10% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Revenue ETF positions in Q4 2021 and 4 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q4 2021 was ERn Financial LLC, an estimated $7.02M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q4 2021 was First Heartland Consultants, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2021.