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Invesco S&P MidCap 400 Revenue ETF
RWK

85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

6% more funds holding

Funds holding: 80 → 85 (+5)

0% more capital invested

Capital invested by funds: $273M → $273M (+$181K)

2.14% less ownership

Funds ownership: 62.32% → 60.18% (-2.1%)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACP
Aveo Capital Partners
Colorado
+$3.17M
2
RCA
Resonant Capital Advisors
Wisconsin
+$2.95M
3
ES
Eagle Strategies
New York
+$2.49M
4
Wells Fargo
Wells Fargo
California
+$2.44M
5
LPL Financial
LPL Financial
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22.2M
2
Bank of America
Bank of America
North Carolina
-$2.22M
3
FA
Fermata Advisors
California
-$2.07M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$1.65M
5
9WM
9258 Wealth Management
Ohio
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.28M +$1.71K +19 +0.1%
AI
27
Atria Investments
North Carolina
$1.21M +$1.13M +12,557 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.2M -$785K -8,750 -41%
AA
29
Ancora Advisors
Ohio
$1.17M +$359 +4 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.07M +$70K +780 +8%
WWM
31
Western Wealth Management
Colorado
$1.03M +$58.5K +652 +6%
SCA
32
Snowden Capital Advisors
New York
$1.02M +$28.4K +316 +3%
NA
33
NewEdge Advisors
Louisiana
$1.02M -$163K -1,812 -15%
NL
34
NWAM LLC
Washington
$1.01M +$570K +6,348 +153%
FFS
35
Founders Financial Securities
Maryland
$999K +$933K +10,402 New
9WM
36
9258 Wealth Management
Ohio
$978K -$1.65M -18,341 -64%
CA
37
Cetera Advisors
Colorado
$851K +$7.8K +87 +1%
Truist Financial
38
Truist Financial
North Carolina
$820K – – –
MFGM
39
Marshall Financial Group (Maryland)
Maryland
$782K +$1.52K +17 +0.2%
AWS
40
Atria Wealth Solutions
New York
$694K +$648K +7,221 New
CA
41
Claro Advisors
Massachusetts
$684K +$1.61K +18 +0.3%
Goldman Sachs
42
Goldman Sachs
New York
$682K – – –
SMC
43
Smith, Moore & Co
Missouri
$619K +$1.79K +20 +0.3%
LA
44
Latitude Advisors
Florida
$543K +$1.71K +19 +0.3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$516K -$23.6K -263 -5%
NFG
46
Nations Financial Group
Iowa
$515K – – –
GS
47
GTS Securities
New York
$453K +$423K +4,714 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$411K -$1.65M -18,369 -81%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$360K -$17.7K -197 -5%
HighTower Advisors
50
HighTower Advisors
Illinois
$345K – – –
1
2
3 4

RWK Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2023, worth a combined $273M — up 0.07% from $273M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RWK positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $3.17M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.

  • 85 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $273M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2023, up 0.07% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2023 and 9 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2023 was Aveo Capital Partners, an estimated $3.17M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2023 was Morgan Stanley, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2023.