Invesco S&P 500 Revenue ETF
142 hedge funds and large institutions have $814M invested in Invesco S&P 500 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
8% more capital invested
Capital invested by funds: $753M → $814M (+$61.3M)
7% more funds holding
Funds holding: 133 → 142 (+9)
3.17% more ownership
Funds ownership: 58.44% → 61.61% (+3.2%)
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$100M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14M |
| 4 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$11.3M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$8.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.3M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.68M |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$4.11M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.45M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$1.22M |
RWL Hedge Fund Activity: Q2 2022 in Review
142 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2022, worth a combined $814M — up 8.1% from $753M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RWL positions and 10 closed out — a net gain of 10 holders — while 47 added to existing stakes and 44 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $100M. The largest seller was Morgan Stanley, cutting an estimated $18.3M.
- 142 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2022, up from 133 in Q1 2022.
- Funds reported $814M of Invesco S&P 500 Revenue ETF stock for Q2 2022, up 8.1% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2022 was Allworth Financial, an estimated $100M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2022 was Morgan Stanley, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2022.