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Invesco S&P MidCap 400 Revenue ETF

52 hedge funds and large institutions have $101M invested in Invesco S&P MidCap 400 Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5152 (+1)

1% more capital invested

Capital invested by funds: $100M → $101M (+$984K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 50.23%49.74% (-0.49%)

73% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 26

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$363K +$674 +14 +0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$343K -$2.24M -46,444 -87%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$338K -$122K -2,543 -28%
CA
29
Cetera Advisors
Colorado
$312K +$16.5K +342 +6%
Ameriprise
30
Ameriprise
Minnesota
$265K -$454K -9,421 -65%
FAIM
31
Financial Advocates Investment Management
Washington
$243K -$12.7K -264 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$241K -$98.3K -2,041 -30%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$3.03K -63 -1%
Stifel Financial
34
Stifel Financial
Missouri
$220K -$33.3K -691 -14%
HighTower Advisors
35
HighTower Advisors
Illinois
$217K -$315K -6,539 -61%
FFC
36
First Financial Corp
Indiana
$127K
SPIA
37
Steward Partners Investment Advisory
New York
$75K -$24.1K -500 -25%
HI
38
Hudock Inc
Pennsylvania
$65K +$193 +4 +0.3%
US Bancorp
39
US Bancorp
Minnesota
$44K -$385 -8 -0.9%
GWM
40
Geneos Wealth Management
Colorado
$41K
HPC
41
HM Payson & Co
Maine
$31K -$8.91K -185 -23%
EWP
42
Engrave Wealth Partners
Texas
$30K
JP Morgan Chase
43
JP Morgan Chase
New York
$28K
CAN
44
Cetera Advisor Networks
California
$23K +$22K +456 New
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$18K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$16K -$10.4K -216 -41%
CFA
47
Carroll Financial Associates
North Carolina
$6K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$5K
GT
49
Glenmede Trust
Pennsylvania
$4K +$4.38K +91 New
CAAS
50
Capital Asset Advisory Services
Michigan
$2K

RWK Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2020, worth a combined $101M — up 0.98% from $100M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RWK positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 26 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.23M. The largest seller was Resonant Capital Advisors, cutting an estimated $3.79M.

  • 52 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2020, up from 51 in Q1 2020.
  • Funds reported $101M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2020, up 0.98% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.23M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2020 was Resonant Capital Advisors, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2020.