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Invesco S&P 500 Revenue ETF

204 hedge funds and large institutions have $2.45B invested in Invesco S&P 500 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $2.11B → $2.45B (+$347M)

6% more funds holding

Funds holding: 193204 (+11)

0.06% more ownership

Funds ownership: 64.03%64.1% (+0.06%)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
2.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
24
Increased
97
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$340M +$47.7M +502,496 +17%
Ameriprise
2
Ameriprise
Minnesota
$315M +$34.9M +367,533 +13%
Morgan Stanley
3
Morgan Stanley
New York
$279M +$17M +179,168 +7%
AF
4
Allworth Financial
California
$235M +$3.83M +40,290 +2%
Bank of America
5
Bank of America
North Carolina
$183M +$15.1M +158,793 +9%
FFW
6
Fusion Family Wealth
New York
$139M +$5.28M +55,620 +4%
UBS Group
7
UBS Group
Switzerland
$52.6M +$2.02M +21,221 +4%
Wells Fargo
8
Wells Fargo
California
$51.3M -$3.03M -31,857 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$48.6M -$3.09M -32,549 -6%
KA
10
Kozak & Associates
Colorado
$47.9M +$1.67M +17,524 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$39.9M +$6.19M +65,130 +19%
EFL
12
ERn Financial LLC
Wisconsin
$38.9M +$1.08M +11,370 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.5M +$2.74M +28,886 +10%
Stifel Financial
14
Stifel Financial
Missouri
$26.2M +$1.51M +15,936 +6%
KA
15
Klingman & Associates
New York
$25.8M +$550K +5,791 +2%
EH
16
Equitable Holdings
New York
$23.4M +$1.43M +15,101 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$22M +$5.05M +53,123 +31%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$20.5M +$7.55M +79,479 +61%
SA
19
Stewardship Advisors
Pennsylvania
$18.7M +$18.1M +190,988 New
Mariner
20
Mariner
Kansas
$17.8M +$588K +6,187 +4%
KDA
21
Kraft Davis & Associates
Missouri
$17.4M +$187K +1,963 +1%
SWP
22
Stratos Wealth Partners
Ohio
$17.1M +$657K +6,913 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$16.1M -$143K -1,501 -0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.8M +$3.6M +37,917 +31%
AWS
25
Atria Wealth Solutions
New York
$14.2M +$4.2M +44,190 +44%

RWL Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q3 2024, worth a combined $2.45B — up 16% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWL positions and 10 closed out — a net gain of 14 holders — while 97 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $47.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.66M sold.

  • 204 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q3 2024, up from 193 in Q2 2024.
  • Funds reported $2.45B of Invesco S&P 500 Revenue ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Revenue ETF positions in Q3 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q3 2024 was LPL Financial, an estimated $47.7M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q3 2024 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2024.