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Cliff Asness’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cliff Asness’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$852K Buy
5,823
+1,124
+24% +$157K ﹤0.01% 3091
2026
Q1 		$603K Buy
4,699
+432
+10% +$57K ﹤0.01% 3027
2025
Q4 		$540K Buy
4,267
+750
+21% +$94K ﹤0.01% 2869
2025
Q3 		$440K Buy
+3,517
New +$433K ﹤0.01% 2877

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cliff Asness's RWK Position: Q2 2026 in Review

Cliff Asness increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 24% in Q2 2026, buying an estimated $157K and bringing the position to 5,823 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Cliff Asness first reported a position in RWK in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Cliff Asness held 5,823 shares of Invesco S&P MidCap 400 Revenue ETF worth $852K as of Q2 2026.
  • Cliff Asness bought 1,124 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $157K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3091 holding.
  • Cliff Asness first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.