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Invesco S&P MidCap 400 Revenue ETF
RWK

72 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $201M → $236M (+$35M)

1.68% more ownership

Funds ownership: 60.98% → 62.65% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 74 → 72 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.92M
2
FFW
Fusion Family Wealth
New York
+$5.33M
3
LPL Financial
LPL Financial
California
+$3.22M
4
EH
Equitable Holdings
New York
+$2M
5
RJA
Raymond James & Associates
Florida
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
RW
RVW Wealth
California
-$8.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$745K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$466K
5
Bank of America
Bank of America
North Carolina
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$733K – – –
CA
27
Cetera Advisors
Colorado
$728K +$18.4K +216 +3%
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$696K -$33.8K -398 -5%
BWP
29
Balboa Wealth Partners
Arizona
$635K +$629K +7,400 New
Goldman Sachs
30
Goldman Sachs
New York
$610K – – –
CA
31
Claro Advisors
Massachusetts
$609K +$2.72K +32 +0.5%
SWP
32
Stratos Wealth Partners
Ohio
$582K +$576K +6,782 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$569K +$260K +3,060 +86%
SMC
34
Smith, Moore & Co
Missouri
$552K +$1.44K +17 +0.3%
WWM
35
Western Wealth Management
Colorado
$550K +$268K +3,155 +97%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$533K -$461K -5,421 -47%
LA
37
Latitude Advisors
Florida
$500K +$1.27K +15 +0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$454K +$26.1K +307 +6%
NL
39
NWAM LLC
Washington
$355K +$510 +6 +0.1%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$339K +$2.12K +25 +0.6%
HighTower Advisors
41
HighTower Advisors
Illinois
$308K – – –
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$291K – – –
JMPWA
43
JP Morgan Private Wealth Advisors
California
$266K – – –
TAIM
44
TD Ameritrade Investment Management
Nebraska
$259K -$123K -1,445 -32%
FAM
45
Flaharty Asset Management
Florida
$229K -$23.2K -273 -9%
SB
46
Strategic Blueprint
Georgia
$224K +$221K +2,606 New
BC
47
Bowman & Company
Wisconsin
$217K -$25.1K -295 -10%
PTC
48
Private Trust Company
Ohio
$179K – – –
FFC
49
First Financial Corp
Indiana
$171K – – –
GWM
50
Geneos Wealth Management
Colorado
$148K +$125K +1,475 +590%
1
2
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RWK Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2022, worth a combined $236M — up 17% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RWK and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $6.92M. The largest seller was RVW Wealth, cutting an estimated $8.78M.

  • 72 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $236M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2022 was Wells Fargo, an estimated $6.92M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2022 was RVW Wealth, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.