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Invesco S&P MidCap 400 Revenue ETF
RWK

80 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $236M → $273M (+$36.8M)

11% more funds holding

Funds holding: 72 → 80 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 62.65% → 62.32% (-0.33%)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.76M
2
SWA
Stratos Wealth Advisors
Ohio
+$4.06M
3
RJA
Raymond James & Associates
Florida
+$3.28M
4
Wells Fargo
Wells Fargo
California
+$3.24M
5
9WM
9258 Wealth Management
Ohio
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
RW
RVW Wealth
California
-$3.27M
2
LPL Financial
LPL Financial
California
-$2.78M
3
EH
Equitable Holdings
New York
-$1.85M
4
Morgan Stanley
Morgan Stanley
New York
-$1.34M
5
SWP
Stratos Wealth Partners
Ohio
-$582K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Klingman & Associates
New York
$1.17M – – –
SPC
27
Sigma Planning Corp
Michigan
$1.16M +$1.18M +12,834 New
NA
28
NewEdge Advisors
Louisiana
$1.12M -$51.6K -560 -4%
AA
29
Ancora Advisors
Ohio
$1.11M +$215K +2,333 +24%
SCA
30
Snowden Capital Advisors
New York
$938K -$7.83K -85 -0.8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$936K +$341K +3,706 +56%
WWM
32
Western Wealth Management
Colorado
$910K +$335K +3,633 +57%
VF
33
VitalStone Financial
Texas
$856K +$828K +8,985 +14,492%
FTUS
34
Flow Traders U.S.
New York
$852K +$866K +9,404 New
CA
35
Cetera Advisors
Colorado
$795K +$27.4K +298 +4%
Truist Financial
36
Truist Financial
North Carolina
$774K – – –
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$736K +$1.47K +16 +0.2%
CA
38
Claro Advisors
Massachusetts
$644K +$1.57K +17 +0.2%
Goldman Sachs
39
Goldman Sachs
New York
$644K – – –
SMC
40
Smith, Moore & Co
Missouri
$582K -$553 -6 -0.1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$511K +$32.1K +349 +7%
LA
42
Latitude Advisors
Florida
$510K -$17.2K -187 -3%
NFG
43
Nations Financial Group
Iowa
$486K -$345K -3,750 -41%
NL
44
NWAM LLC
Washington
$376K +$1.47K +16 +0.4%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$358K +$460 +5 +0.1%
CAN
46
Cetera Advisor Networks
California
$338K +$343K +3,724 New
HighTower Advisors
47
HighTower Advisors
Illinois
$325K – – –
EH
48
Equitable Holdings
New York
$314K -$1.85M -20,075 -85%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$307K – – –
JMPWA
50
JP Morgan Private Wealth Advisors
California
$281K – – –
1
2
3 4

RWK Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2023, worth a combined $273M — up 16% from $236M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RWK positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.76M. The largest seller was RVW Wealth, cutting an estimated $3.27M.

  • 80 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $273M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.76M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2023 was RVW Wealth, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2023.