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Invesco S&P MidCap 400 Revenue ETF
RWK

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more capital invested

Capital invested by funds: $273M → $332M (+$59.4M)

4.36% more ownership

Funds ownership: 60.18% → 64.54% (+4.4%)

4% more funds holding

Funds holding: 85 → 88 (+3)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.19M
3
LPL Financial
LPL Financial
California
+$7.25M
4
FA
Fermata Advisors
California
+$6.19M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.95M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$713K
2
AWS
Atria Wealth Solutions
New York
-$694K
3
9WM
9258 Wealth Management
Ohio
-$489K
4
GS
GTS Securities
New York
-$453K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.07M +$931K +9,584 +77%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.61M -$358K -3,688 -18%
SPC
28
Sigma Planning Corp
Michigan
$1.34M +$51.9K +534 +4%
FFS
29
Founders Financial Securities
Maryland
$1.28M +$311K +3,203 +31%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.25M +$583 +6 +0%
KA
31
Klingman & Associates
New York
$1.22M -$71.9K -740 -5%
AA
32
Ancora Advisors
Ohio
$1.14M -$2.33K -24 -0.2%
WWM
33
Western Wealth Management
Colorado
$1.14M +$142K +1,462 +14%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.11M +$67.3K +693 +6%
AI
35
Atria Investments
North Carolina
$1.1M -$83.2K -856 -7%
SCA
36
Snowden Capital Advisors
New York
$1M – – –
NA
37
NewEdge Advisors
Louisiana
$987K -$6.9K -71 -0.7%
NL
38
NWAM LLC
Washington
$952K -$33.6K -346 -3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$832K -$713K -7,337 -45%
Truist Financial
40
Truist Financial
North Carolina
$801K – – –
IWC
41
Integrated Wealth Concepts
Massachusetts
$765K +$493K +5,072 +164%
CA
42
Cetera Advisors
Colorado
$763K -$71.1K -732 -8%
MFGM
43
Marshall Financial Group (Maryland)
Maryland
$701K -$65K -669 -8%
CA
44
Claro Advisors
Massachusetts
$670K +$1.36K +14 +0.2%
Goldman Sachs
45
Goldman Sachs
New York
$667K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$666K +$353K +3,635 +105%
SMC
47
Smith, Moore & Co
Missouri
$613K +$8.74K +90 +1%
LA
48
Latitude Advisors
Florida
$524K -$6.8K -70 -1%
FTUS
49
Flow Traders U.S.
New York
$488K +$505K +5,201 New
9WM
50
9258 Wealth Management
Ohio
$483K -$489K -5,037 -49%
1
2
3 4

RWK Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2023, worth a combined $332M — up 22% from $273M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RWK positions and 6 closed out — a net gain of 4 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $15.1M. The largest seller was Susquehanna International Group, cutting an estimated $713K.

  • 88 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2023, up from 85 in Q2 2023.
  • Funds reported $332M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2023 was Systelligence LLC, an estimated $15.1M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2023 was Susquehanna International Group, an estimated $713K sold.

Based on aggregated 13F filings for Q3 2023.