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Invesco S&P MidCap 400 Revenue ETF
RWK

107 hedge funds and large institutions have $453M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

5% more funds holding

Funds holding: 102 → 107 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $468M → $453M (-$15.4M)

12.38% less ownership

Funds ownership: 72.34% → 59.97% (-12%)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.62M
2
LPL Financial
LPL Financial
California
+$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.76M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.57M
5
Ameriprise
Ameriprise
Minnesota
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$67.7M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$4.11M
3
ES
Eagle Strategies
New York
-$3.14M
4
GS
GTS Securities
New York
-$2.61M
5
FA
Fermata Advisors
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$2.27M +$1.43M +13,403 +212%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.23M +$244K +2,292 +13%
AA
28
AlphaQ Advisors
Florida
$2.23M +$298K +2,801 +17%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.7M +$1.57M +14,778 New
AA
30
Ancora Advisors
Ohio
$1.67M +$245K +2,305 +19%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.57M +$3.83K +36 +0.3%
WWM
32
Western Wealth Management
Colorado
$1.51M +$31.9K +300 +2%
KA
33
Klingman & Associates
New York
$1.49M – – –
NL
34
NWAM LLC
Washington
$1.45M +$206K +1,938 +18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.4M +$212K +1,992 +20%
Truist Financial
36
Truist Financial
North Carolina
$1.32M +$309K +2,900 +34%
NA
37
NewEdge Advisors
Louisiana
$1.2M +$7.55K +71 +0.7%
FCMA
38
Foresight Capital Management Advisors
Michigan
$1.2M +$1.11M +10,389 New
MAV
39
Mason & Associates (Virginia)
Virginia
$1.2M +$1.11M +10,389 New
SCA
40
Snowden Capital Advisors
New York
$1.18M -$39.6K -372 -3%
FFS
41
Founders Financial Securities
Maryland
$1.01M -$66K -620 -7%
9WM
42
9258 Wealth Management
Ohio
$929K +$511K +4,803 +147%
TFS
43
Thoroughbred Financial Services
Tennessee
$911K -$173K -1,629 -17%
Stifel Financial
44
Stifel Financial
Missouri
$900K -$15.6K -147 -2%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$863K -$745 -7 -0.1%
CA
46
Claro Advisors
Massachusetts
$825K +$1.7K +16 +0.2%
Goldman Sachs
47
Goldman Sachs
New York
$818K – – –
CAN
48
Cetera Advisor Networks
California
$774K +$6.49K +61 +0.9%
SMC
49
Smith, Moore & Co
Missouri
$714K -$36.8K -346 -5%
CA
50
Cetera Advisors
Colorado
$635K -$2.98K -28 -0.5%
1
2
3 4 5

RWK Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2024, worth a combined $453M — down 3.3% from $468M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RWK positions and 11 closed out — a net gain of 5 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $67.7M.

  • 107 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2024, up from 102 in Q4 2023.
  • Funds reported $453M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2024, down 3.3% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2024 and 11 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2024 was UBS Group, an estimated $4.62M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $67.7M sold.

Based on aggregated 13F filings for Q1 2024.