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Invesco S&P MidCap 400 Revenue ETF

49 hedge funds and large institutions have $178M invested in Invesco S&P MidCap 400 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

14% more funds holding

Funds holding: 4349 (+6)

7% more capital invested

Capital invested by funds: $166M → $178M (+$11.9M)

0.02% more ownership

Funds ownership: 47.69%47.71% (+0.02%)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$395K -$546K -9,289 -59%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$359K +$101K +1,727 +41%
Jane Street
28
Jane Street
New York
$352K +$341K +5,803 New
BTS
29
BB&T Securities
Virginia
$305K -$3.17K -54 -1%
US Bancorp
30
US Bancorp
Minnesota
$283K -$16.6K -283 -6%
IA
31
IFP Advisors
Florida
$219K -$38.3K -652 -15%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$6.11K +104 +3%
TFO
33
Tarbox Family Office
California
$139K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$123K
HI
35
Hudock Inc
Pennsylvania
$69K +$11.8K +200 +21%
APA
36
American Portfolios Advisors
New York
$48.2K +$46.7K +794 New
CFN
37
Cordasco Financial Network
Florida
$43K
BFEC
38
Benjamin F. Edwards & Company
Missouri
$36K
BlackRock
39
BlackRock
New York
$36K +$34.4K +585 New
FFC
40
First Financial Corp
Indiana
$30K
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$30K +$29.4K +500 New
SPIA
42
Steward Partners Investment Advisory
New York
$24K
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$21K
RFC
44
Regions Financial Corp
Alabama
$16K +$15.2K +259 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$12.4K
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K
CFA
47
Carroll Financial Associates
North Carolina
$6K
SWM
48
SeaCrest Wealth Management
New York
$5K +$4.41K +75 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$793K -13,764 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$291K -5,046 Closed

RWK Hedge Fund Activity: Q4 2017 in Review

49 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2017, worth a combined $178M — up 7.1% from $166M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RWK positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.83M. The largest seller was Bank of America, cutting an estimated $1.49M.

  • 49 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $178M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2017, up 7.1% quarter-over-quarter.
  • 9 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $1.83M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2017 was Bank of America, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2017.