We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

68 hedge funds and large institutions have $212M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

49% more capital invested

Capital invested by funds: $143M → $212M (+$69.8M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

15% more funds holding

Funds holding: 59 → 68 (+9)

0.54% more ownership

Funds ownership: 55.28% → 55.83% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$24.8M
2
Morgan Stanley
Morgan Stanley
New York
+$4.53M
3
PAG
Private Advisor Group
New Jersey
+$4.49M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.31M
5
Truist Financial
Truist Financial
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$7.67M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$925K
3
Citadel Advisors
Citadel Advisors
Florida
-$671K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$645K
5
Bank of America
Bank of America
North Carolina
-$592K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$621K -$25.2K -319 -4%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$572K – – –
SMC
28
Smith, Moore & Co
Missouri
$560K +$3.4K +43 +0.7%
RJA
29
Raymond James & Associates
Florida
$484K -$91.8K -1,161 -17%
Jane Street
30
Jane Street
New York
$469K +$431K +5,456 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$383K -$27.6K -349 -7%
FAIM
32
Financial Advocates Investment Management
Washington
$361K +$26K +329 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$350K – – –
BSW
34
Buckingham Strategic Wealth
Missouri
$349K -$483K -6,105 -60%
Ameriprise
35
Ameriprise
Minnesota
$320K +$70K +885 +31%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$286K +$79 +1 +0%
SI
37
Stephens Inc
Arkansas
$270K +$158 +2 +0.1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$261K +$475 +6 +0.2%
CAWM
39
Capital Advisors Wealth Management
Washington
$250K +$230K +2,907 New
FAM
40
Flaharty Asset Management
Florida
$249K +$395 +5 +0.2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$248K -$71.4K -903 -24%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$237K -$134K -1,693 -38%
EH
43
Equitable Holdings
New York
$216K +$199K +2,516 New
Stifel Financial
44
Stifel Financial
Missouri
$209K +$192K +2,425 New
MAM
45
McCarthy Asset Management
California
$187K – – –
FFC
46
First Financial Corp
Indiana
$179K -$31.2K -394 -16%
MPCG
47
Matrix Private Capital Group
New York
$142K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$130K – – –
HI
49
Hudock Inc
Pennsylvania
$109K +$158 +2 +0.2%
GWM
50
Geneos Wealth Management
Colorado
$76K – – –
1
2
3

RWK Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2021, worth a combined $212M — up 49% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 4 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $24.8M. The largest seller was Money Concepts Capital, cutting an estimated $7.67M.

  • 68 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $212M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2021 was Osaic Holdings, an estimated $24.8M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2021 was Money Concepts Capital, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2021.