RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

Overview Fund Activity

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.

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.55%
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

1
UBS Group
1
UBS Group
Switzerland
$13.7M
2
LPL Financial
2
LPL Financial
California
$62.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.7M
5
Ameriprise
5
Ameriprise
Minnesota
$5.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.1M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
ES
3
Eagle Strategies
New York
$0
4
GS
4
GTS Securities
New York
$379K
5
FA
5
Fermata Advisors
California
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$2.27M 19,711 +13,403 +212%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.23M 19,409 +2,292 +13%
AA
28
AlphaQ Advisors
Florida
$2.23M 19,372 +2,801 +17%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.7M 14,778 +14,778 New
AA
30
Ancora Advisors
Ohio
$1.67M 14,499 +2,305 +19%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.57M 13,620 +36 +0.3%
WWM
32
Western Wealth Management
Colorado
$1.51M 13,146 +300 +2%
KA
33
Klingman & Associates
New York
$1.49M 12,954 – –
NL
34
NWAM LLC
Washington
$1.45M 12,985 +1,938 +18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.4M 12,178 +1,992 +20%
Truist Financial
36
Truist Financial
North Carolina
$1.32M 11,441 +2,900 +34%
NA
37
NewEdge Advisors
Louisiana
$1.2M 10,438 +71 +0.7%
MAV
38
Mason & Associates (Virginia)
Virginia
$1.2M 10,389 +10,389 New
FCMA
39
Foresight Capital Management Advisors
Michigan
$1.2M 10,389 +10,389 New
SCA
40
Snowden Capital Advisors
New York
$1.18M 10,291 -372 -3%
FFS
41
Founders Financial Securities
Maryland
$1.01M 8,776 -620 -7%
9WM
42
9258 Wealth Management
Ohio
$929K 8,073 +4,803 +147%
TFS
43
Thoroughbred Financial Services
Tennessee
$911K 7,915 -1,629 -17%
Stifel Financial
44
Stifel Financial
Missouri
$900K 7,818 -147 -2%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$863K 7,499 -7 -0.1%
CA
46
Claro Advisors
Massachusetts
$825K 7,171 +16 +0.2%
Goldman Sachs
47
Goldman Sachs
New York
$818K 7,104 – –
CAN
48
Cetera Advisor Networks
California
$774K 6,725 +61 +0.9%
SMC
49
Smith, Moore & Co
Missouri
$714K 6,205 -346 -5%
CA
50
Cetera Advisors
Colorado
$635K 5,513 -28 -0.5%
1
2
3 4 5