Fusion Family Wealth LLC Acquires 48,750 Shares of Invesco S&P 500 Revenue ETF $RWL

Fusion Family Wealth LLC increased its stake in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL) by 3.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,677,074 shares of the company’s stock after purchasing an additional 48,750 shares during the quarter. Invesco S&P 500 Revenue ETF comprises about 14.4% of Fusion Family Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Fusion Family Wealth LLC owned 2.37% of Invesco S&P 500 Revenue ETF worth $192,713,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Axxcess Wealth Management LLC increased its stake in Invesco S&P 500 Revenue ETF by 1,242.1% during the 4th quarter. Axxcess Wealth Management LLC now owns 1,338,780 shares of the company’s stock valued at $153,290,000 after buying an additional 1,239,026 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Invesco S&P 500 Revenue ETF by 468.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,441,023 shares of the company’s stock worth $164,997,000 after acquiring an additional 1,187,743 shares during the period. Invesco Ltd. lifted its stake in shares of Invesco S&P 500 Revenue ETF by 12.2% in the 3rd quarter. Invesco Ltd. now owns 9,176,334 shares of the company’s stock worth $1,015,453,000 after acquiring an additional 999,935 shares during the period. LPL Financial LLC boosted its holdings in shares of Invesco S&P 500 Revenue ETF by 16.8% in the fourth quarter. LPL Financial LLC now owns 5,870,899 shares of the company’s stock valued at $672,218,000 after acquiring an additional 843,089 shares in the last quarter. Finally, Wellington Management Group LLP bought a new position in shares of Invesco S&P 500 Revenue ETF in the third quarter valued at approximately $54,706,000.

Invesco S&P 500 Revenue ETF Price Performance

NYSEARCA RWL opened at $130.34 on Wednesday. Invesco S&P 500 Revenue ETF has a 12 month low of $101.80 and a 12 month high of $131.30. The firm has a market capitalization of $9.51 billion, a PE ratio of 18.14 and a beta of 0.85. The company’s 50 day simple moving average is $127.22 and its 200 day simple moving average is $121.45.

Invesco S&P 500 Revenue ETF Profile

RevenueShares Large Cap ETF (the Fund) seeks to achieve its investment objective of outperforming the total return performance of the S&P 500 Index (S&P 500) by investing in the constituent securities of the S&P 500 in the same proportions as the RevenueShares Large Cap Index. The Fund consists of the same constituent securities as the S&P 500. But rather than being weighted by market capitalization, the Fund employs a patent-pending investment methodology to weight stocks by annual revenue. The Fund is rebalanced annually.