Invesco S&P MidCap 400 Revenue ETF
RWK
30 hedge funds and large institutions have $77.9M invested in Invesco S&P MidCap 400 Revenue ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 0 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
30% more funds holding
Funds holding: 23 → 30 (+7)
10% more capital invested
Capital invested by funds: $70.5M → $77.9M (+$7.39M)
0.55% more ownership
Funds ownership: 45.95% → 46.5% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.11M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$957K |
| 3 |
SG Americas Securities
New York
|
+$599K |
| 4 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
+$443K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$365K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$67.3K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$64.5K |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$38.1K |
| 5 |
Goldman Sachs
New York
|
-$43 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $65.1K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $57K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $27K | +$25.8K | +600 | New |
|
|
KTC
29
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $16K | – | – | – |
|
|
FNBT
30
FineMark National Bank & Trust
Fort Myers,
Florida
| $6K | +$5.46K | +127 | New |
|
RWK Hedge Fund Activity: Q4 2013 in Review
30 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2013, worth a combined $77.9M — up 10% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RWK positions and 0 closed out — a net gain of 8 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.11M. The largest seller was Bank of America, cutting an estimated $365K.
- 30 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2013, up from 23 in Q3 2013.
- Funds reported $77.9M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2013, up 10% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2013 and 0 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2013 was Morgan Stanley, an estimated $1.11M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2013 was Bank of America, an estimated $365K sold.
Based on aggregated 13F filings for Q4 2013.