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Invesco S&P MidCap 400 Revenue ETF
RWK

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $332M → $468M (+$136M)

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

16% more funds holding

Funds holding: 88 → 102 (+14)

7.8% more ownership

Funds ownership: 64.54% → 72.34% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$74.4M
2
LPL Financial
LPL Financial
California
+$7.41M
3
Wells Fargo
Wells Fargo
California
+$7.38M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$3.72M
5
GS
GTS Securities
New York
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.66M
2
GM
GeoWealth Management
Illinois
-$4.73M
3
PAG
Private Advisory Group
Washington
-$3.49M
4
RW
RVW Wealth
California
-$1.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.32M +$1.33M +13,915 +171%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.92M -$362K -3,795 -17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.8M +$955K +10,022 +141%
AA
29
AlphaQ Advisors
Florida
$1.74M +$1.58M +16,571 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.52M -$257K -2,693 -16%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.43M +$29.1K +305 +2%
KA
32
Klingman & Associates
New York
$1.36M – – –
WWM
33
Western Wealth Management
Colorado
$1.35M +$65.9K +692 +6%
AA
34
Ancora Advisors
Ohio
$1.28M +$286 +3 +0%
AI
35
Atria Investments
North Carolina
$1.21M -$16.4K -172 -1%
NL
36
NWAM LLC
Washington
$1.16M +$85.8K +901 +9%
SCA
37
Snowden Capital Advisors
New York
$1.12M – – –
NA
38
NewEdge Advisors
Louisiana
$1.07M -$15K -157 -1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.07M -$154K -1,620 -14%
TFS
40
Thoroughbred Financial Services
Tennessee
$1M +$909K +9,544 New
FFS
41
Founders Financial Securities
Maryland
$987K -$401K -4,209 -31%
Truist Financial
42
Truist Financial
North Carolina
$897K – – –
Stifel Financial
43
Stifel Financial
Missouri
$837K +$759K +7,965 New
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$788K +$2.95K +31 +0.4%
CA
45
Claro Advisors
Massachusetts
$751K +$1.52K +16 +0.2%
Goldman Sachs
46
Goldman Sachs
New York
$746K – – –
CAN
47
Cetera Advisor Networks
California
$700K +$635K +6,664 New
SMC
48
Smith, Moore & Co
Missouri
$688K +$1.62K +17 +0.3%
SPC
49
Sigma Planning Corp
Michigan
$663K -$758K -7,957 -56%
LA
50
Latitude Advisors
Florida
$588K +$1.43K +15 +0.3%
1
2
3 4 5

RWK Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2023, worth a combined $468M — up 41% from $332M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWK positions and 7 closed out — a net gain of 15 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.4M. The largest seller was Osaic Holdings, cutting an estimated $6.66M.

  • 102 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $468M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2023 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2023 was Morgan Stanley, an estimated $74.4M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2023 was Osaic Holdings, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.