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Invesco S&P MidCap 400 Revenue ETF

78 hedge funds and large institutions have $252M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $240M → $252M (+$12.5M)

1.06% more ownership

Funds ownership: 59.89%60.95% (+1.1%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 8078 (-2)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$843K
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$814K -$12K -132 -1%
RJA
28
Raymond James & Associates
Florida
$813K +$236K +2,591 +42%
CA
29
Cetera Advisors
Colorado
$720K +$57K +626 +9%
PPW
30
Pinnacle Private Wealth
Massachusetts
$683K -$159K -1,743 -19%
CA
31
Claro Advisors
Massachusetts
$665K
Goldman Sachs
32
Goldman Sachs
New York
$655K
SMC
33
Smith, Moore & Co
Missouri
$590K +$1.46K +16 +0.3%
AA
34
Ancora Advisors
Ohio
$563K +$63.3K +695 +13%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$550K -$40.3K -443 -7%
Truist Financial
36
Truist Financial
North Carolina
$534K -$5.28K -58 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$520K +$180K +1,972 +54%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$403K -$253K -2,784 -39%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$395K +$4.46K +49 +1%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$379K +$455 +5 +0.1%
MML Investors Services
41
MML Investors Services
Massachusetts
$333K -$343K -3,763 -51%
HighTower Advisors
42
HighTower Advisors
Illinois
$331K
JMPWA
43
JP Morgan Private Wealth Advisors
California
$315K +$637 +7 +0.2%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$312K
NWMG
45
National Wealth Management Group
Ohio
$280K +$277K +3,043 New
BC
46
Bowman & Company
Wisconsin
$271K
FAM
47
Flaharty Asset Management
Florida
$269K +$637 +7 +0.2%
IA
48
IAM Advisory
Pennsylvania
$259K -$20.2K -222 -7%
SB
49
Strategic Blueprint
Georgia
$246K +$243K +2,665 New
DAS
50
Dynamic Advisor Solutions
Arizona
$234K -$21.6K -237 -9%

RWK Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2022, worth a combined $252M — up 5.2% from $240M a quarter earlier.

Fund positioning in RWK was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Fusion Family Wealth, adding an estimated $3.54M. The largest seller was Osaic Holdings, cutting an estimated $2.84M.

  • 78 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2022, down from 80 in Q4 2021.
  • Funds reported $252M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2022 was Fusion Family Wealth, an estimated $3.54M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2022.