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Invesco S&P 500 Revenue ETF

143 hedge funds and large institutions have $839M invested in Invesco S&P 500 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $814M → $839M (+$25.1M)

1% more funds holding

Funds holding: 142143 (+1)

0.12% more ownership

Funds ownership: 61.61%61.73% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
63
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$134M +$7.17M +97,476 +5%
AF
2
Allworth Financial
California
$90.6M +$1.78M +24,185 +2%
FFW
3
Fusion Family Wealth
New York
$80.8M -$11.3M -153,172 -12%
Bank of America
4
Bank of America
North Carolina
$61.8M -$593K -8,060 -0.9%
LPL Financial
5
LPL Financial
California
$61.8M +$14.5M +197,125 +27%
Ameriprise
6
Ameriprise
Minnesota
$57.1M +$12.9M +175,339 +26%
Osaic Holdings
7
Osaic Holdings
Arizona
$32.3M -$1.29M -17,570 -4%
UBS Group
8
UBS Group
Switzerland
$30.3M +$1.91M +26,013 +6%
Wells Fargo
9
Wells Fargo
California
$29.4M +$8.97M +122,019 +39%
EFL
10
ERn Financial LLC
Wisconsin
$26.2M +$525K +7,143 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.4M +$1.25M +17,043 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.2M +$98.7K +1,342 +0.6%
KA
13
Klingman & Associates
New York
$13.6M +$9.34K +127 +0.1%
KA
14
Kozak & Associates
Colorado
$11.9M +$602K +8,184 +5%
RW
15
RVW Wealth
California
$11.9M -$2.04M -27,761 -14%
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$9.38M -$40.7K -553 -0.4%
MIAN
17
Mariner Independent Advisor Network
Kansas
$7.91M +$4.88M +66,377 +129%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.21M -$63.1K -858 -0.8%
AAS
19
Avantax Advisory Services
Texas
$6.79M +$269K +3,664 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.77M +$1.97M +26,756 +36%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.53M +$986K +13,412 +16%
AWS
22
Atria Wealth Solutions
New York
$5.56M +$5.88M +79,929 +2,692%
RCA
23
Resonant Capital Advisors
Wisconsin
$5.07M
SWP
24
Stratos Wealth Partners
Ohio
$4.92M -$912K -12,395 -14%
WMP
25
Wealth Management Partners
Arizona
$4.57M +$441K +6,000 +10%

RWL Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2022, worth a combined $839M — up 3.1% from $814M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWL positions and 8 closed out — a net gain of 3 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Fusion Family Wealth, cutting an estimated $11.3M.

  • 143 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2022, up from 142 in Q2 2022.
  • Funds reported $839M of Invesco S&P 500 Revenue ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2022 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2022 was Fusion Family Wealth, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.