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Invesco S&P MidCap 400 Revenue ETF
RWK

138 hedge funds and large institutions have $769M invested in Invesco S&P MidCap 400 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more funds holding

Funds holding: 127 → 138 (+11)

6% more capital invested

Capital invested by funds: $725M → $769M (+$43.5M)

0.38% more ownership

Funds ownership: 69.18% → 69.57% (+0.38%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
56
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Bleakley Financial Group
New Jersey
+$24.4M
2
UBS Group
UBS Group
Switzerland
+$6.54M
3
Bank of America
Bank of America
North Carolina
+$6.24M
4
Morgan Stanley
Morgan Stanley
New York
+$3.09M
5
LPL Financial
LPL Financial
California
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.87M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$3.52M
3
MML Investors Services
MML Investors Services
Massachusetts
-$3.49M
4
Wells Fargo
Wells Fargo
California
-$3.06M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.85M -$2.64M -20,010 -40%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$3.56M +$1.95M +14,802 +114%
SA
28
Sanctuary Advisors
Indiana
$3.55M +$38K +288 +1%
AFP
29
Ausdal Financial Partners
Iowa
$3.48M +$3.83K +29 +0.1%
GIA
30
GHP Investment Advisors
Colorado
$3.18M -$28.6K -217 -0.9%
PWM
31
Perigon Wealth Management
California
$3.17M +$151K +1,147 +5%
KAS
32
Kestra Advisory Services
Texas
$2.96M +$661K +5,005 +28%
PWA
33
Perspective Wealth Advisors
Colorado
$2.69M +$181K +1,369 +7%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.57M +$2.64M +20,000 New
GWM
35
Geneos Wealth Management
Colorado
$2.31M -$178K -1,346 -7%
WWM
36
Western Wealth Management
Colorado
$2.23M +$229K +1,732 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.14M +$450K +3,406 +26%
Truist Financial
38
Truist Financial
North Carolina
$2.06M -$35.9K -272 -2%
SPC
39
Sigma Planning Corp
Michigan
$1.95M -$97.4K -738 -5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.85M +$5.54K +42 +0.3%
KA
41
Klingman & Associates
New York
$1.66M – – –
TFS
42
Thoroughbred Financial Services
Tennessee
$1.62M +$30.1K +228 +2%
WA
43
Waverly Advisors
Alabama
$1.58M +$152K +1,152 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.44M +$195K +1,474 +15%
JDLA
45
J. Derek Lewis & Associates
California
$1.41M +$60.2K +456 +4%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.32M +$26.1K +198 +2%
AA
47
Ancora Advisors
Ohio
$1.28M -$3.04K -23 -0.2%
Stifel Financial
48
Stifel Financial
Missouri
$1.2M +$10.3K +78 +0.8%
SCA
49
Snowden Capital Advisors
New York
$1.17M +$132 +1 +0%
GS
50
GTS Securities
New York
$1.12M +$473K +3,583 +70%
1
2
3 4 5

RWK Hedge Fund Activity: Q1 2026 in Review

138 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2026, worth a combined $769M — up 6% from $725M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RWK positions and 6 closed out — a net gain of 17 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Bleakley Financial Group, adding an estimated $24.4M. The largest seller was Ameriprise, cutting an estimated $7.87M.

  • 138 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2026, up from 127 in Q4 2025.
  • Funds reported $769M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2026, up 6% quarter-over-quarter.
  • 23 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2026 and 6 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2026 was Bleakley Financial Group, an estimated $24.4M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2026 was Ameriprise, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2026.