Invesco S&P 500 Revenue ETF
160 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
18% more capital invested
Capital invested by funds: $1.05B → $1.24B (+$190M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 50
9% more funds holding
Funds holding: 147 → 160 (+13)
1.9% more ownership
Funds ownership: 62.18% → 64.08% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$62.3M |
| 2 |
Morgan Stanley
New York
|
+$30.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.6M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$4.17M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$4.14M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.37M |
| 4 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$3.05M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.77M |
RWL Hedge Fund Activity: Q2 2023 in Review
160 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q2 2023, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RWL positions and 6 closed out — a net gain of 14 holders — while 55 added to existing stakes and 50 trimmed.
The largest buyer was Allworth Financial, adding an estimated $62.3M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $4.17M sold.
- 160 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q2 2023, up from 147 in Q1 2023.
- Funds reported $1.24B of Invesco S&P 500 Revenue ETF stock for Q2 2023, up 18% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Revenue ETF positions in Q2 2023 and 6 closed out, a net change of +14 holders.
- The largest Invesco S&P 500 Revenue ETF buyer in Q2 2023 was Allworth Financial, an estimated $62.3M added.
- The largest Invesco S&P 500 Revenue ETF seller in Q2 2023 was International Assets Investment Management, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2023.