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Invesco S&P 500 Revenue ETF

147 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more capital invested

Capital invested by funds: $976M → $1.03B (+$57.4M)

0.31% more ownership

Funds ownership: 61.87%62.18% (+0.31%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
13
Increased
57
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$164M +$19.7M +258,841 +14%
AF
2
Allworth Financial
California
$110M +$3.12M +41,064 +3%
LPL Financial
3
LPL Financial
California
$105M +$16.4M +215,901 +19%
FFW
4
Fusion Family Wealth
New York
$98.8M +$504K +6,630 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$78.1M +$5.57M +73,288 +8%
Bank of America
6
Bank of America
North Carolina
$76.6M +$4.44M +58,438 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$40.4M +$2.2M +28,903 +6%
Wells Fargo
8
Wells Fargo
California
$36.6M +$1.55M +20,329 +4%
EFL
9
ERn Financial LLC
Wisconsin
$29.7M +$1.03M +13,584 +4%
UBS Group
10
UBS Group
Switzerland
$29.6M -$5.09M -66,975 -15%
KA
11
Klingman & Associates
New York
$15M -$20.5K -270 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11.9M -$18M -237,185 -60%
KA
13
Kozak & Associates
Colorado
$11.7M -$1.81M -23,819 -13%
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$10.4M -$331K -4,353 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$10M +$138K +1,819 +1%
AWS
16
Atria Wealth Solutions
New York
$8.73M +$2.22M +29,143 +34%
AAS
17
Avantax Advisory Services
Texas
$8.21M -$26.2K -345 -0.3%
Mariner
18
Mariner
Kansas
$7.62M -$175K -2,295 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.42M -$89K -1,171 -1%
RW
20
RVW Wealth
California
$7.21M -$693K -9,107 -9%
RCA
21
Resonant Capital Advisors
Wisconsin
$5.72M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.7M -$280K -3,679 -5%
DWM
23
Denver Wealth Management
Colorado
$5.67M +$330K +4,341 +6%
SWP
24
Stratos Wealth Partners
Ohio
$5.47M -$1.45M -19,052 -21%
ACA
25
Aspire Capital Advisors
Washington
$5.46M +$5.45M +71,716 New

RWL Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2023, worth a combined $1.03B — up 5.9% from $976M a quarter earlier.

Fund positioning in RWL was balanced in Q1 2023: 13 funds opened new positions, 13 closed out, 57 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18M.

  • 147 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $1.03B of Invesco S&P 500 Revenue ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2023 and 13 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2023 was Morgan Stanley, an estimated $19.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2023.