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Invesco S&P MidCap 400 Revenue ETF
RWK

74 hedge funds and large institutions have $201M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

6% more funds holding

Funds holding: 70 → 74 (+4)

4% more capital invested

Capital invested by funds: $194M → $201M (+$7.15M)

0.6% more ownership

Funds ownership: 60.38% → 60.98% (+0.6%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.6M
2
LPL Financial
LPL Financial
California
+$5.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.21M
4
RCA
Resonant Capital Advisors
Wisconsin
+$1.09M
5
MML Investors Services
MML Investors Services
Massachusetts
+$543K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.87M
2
FFW
Fusion Family Wealth
New York
-$4.28M
3
ES
Eagle Strategies
New York
-$3.25M
4
Ameriprise
Ameriprise
Minnesota
-$3.21M
5
RW
RVW Wealth
California
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$678K -$2.92K -35 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$635K +$135K +1,622 +23%
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$633K -$70.7K -849 -9%
CA
29
Cetera Advisors
Colorado
$614K -$2.25K -27 -0.3%
CA
30
Claro Advisors
Massachusetts
$553K – – –
AA
31
Ancora Advisors
Ohio
$530K -$91.4K -1,097 -13%
Goldman Sachs
32
Goldman Sachs
New York
$529K – – –
SMC
33
Smith, Moore & Co
Missouri
$477K +$1.83K +22 +0.3%
LA
34
Latitude Advisors
Florida
$432K +$1.58K +19 +0.3%
HIC
35
Hartline Investment Corp
Illinois
$432K +$483K +5,804 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$370K +$66.2K +795 +19%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$332K -$62.7K -753 -14%
NL
38
NWAM LLC
Washington
$307K +$343K +4,122 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$16.7K -201 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$266K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$265K +$9.58K +115 +3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$252K – – –
WWM
43
Western Wealth Management
Colorado
$242K +$271K +3,252 New
KAS
44
Kestra Advisory Services
Texas
$236K +$264K +3,171 New
JMPWA
45
JP Morgan Private Wealth Advisors
California
$230K -$4.08K -49 -2%
FAM
46
Flaharty Asset Management
Florida
$219K +$833 +10 +0.3%
BC
47
Bowman & Company
Wisconsin
$210K -$333 -4 -0.1%
PTC
48
Private Trust Company
Ohio
$155K – – –
FFC
49
First Financial Corp
Indiana
$148K – – –
IA
50
IFP Advisors
Florida
$135K +$2.92K +35 +1%
1
2
3 4

RWK Hedge Fund Activity: Q3 2022 in Review

74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2022, worth a combined $201M — up 3.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RWK positions and 2 closed out — a net gain of 5 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.6M. The largest seller was Wells Fargo, cutting an estimated $5.87M.

  • 74 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2022, up from 70 in Q2 2022.
  • Funds reported $201M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2022, up 3.7% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2022 and 2 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.6M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2022 was Wells Fargo, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2022.