RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

Overview Fund Activity

108 hedge funds and large institutions have $550M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
48
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Prism Advisors
California
$17.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FFW
3
Fusion Family Wealth
New York
$56.2M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
NL
5
NWAM LLC
Washington
$2.18M

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$11.8M
5
Wells Fargo
5
Wells Fargo
California
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.03M 26,070 +848 +3%
PWM
27
Perigon Wealth Management
California
$2.88M 24,769 +283 +1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.87M 24,675 -5,198 -17%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.77M 23,841 +331 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.67M 22,976 +2,726 +13%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.58M 22,185 -673 -3%
SPC
32
Sigma Planning Corp
Michigan
$2.25M 19,308 +247 +1%
NL
33
NWAM LLC
Washington
$2.18M 18,704 +18,704 New
IRC
34
Investors Research Corp
Georgia
$2.1M 18,034 -4,924 -21%
AFP
35
Ausdal Financial Partners
Iowa
$2.07M 17,755 +7,432 +72%
Truist Financial
36
Truist Financial
North Carolina
$1.99M 17,149 -121 -0.7%
WWM
37
Western Wealth Management
Colorado
$1.68M 14,412 +718 +5%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.65M 14,207 +549 +4%
AA
39
Ancora Advisors
Ohio
$1.62M 13,919 +3 +0%
KA
40
Klingman & Associates
New York
$1.51M 12,954 – –
NA
41
NewEdge Advisors
Louisiana
$1.32M 11,353 +357 +3%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.31M 11,275 +315 +3%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.16M 9,941 +5,758 +138%
9WM
44
9258 Wealth Management
Ohio
$1.16M 9,932 +629 +7%
SCA
45
Snowden Capital Advisors
New York
$1.11M 9,533 -96 -1%
GS
46
GTS Securities
New York
$1.11M 9,515 +861 +10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$996K 8,563 -1,580 -16%
GWM
48
Geneos Wealth Management
Colorado
$972K 8,357 +232 +3%
Stifel Financial
49
Stifel Financial
Missouri
$905K 7,778 -244 -3%
CA
50
Claro Advisors
Massachusetts
$838K 7,203 +15 +0.2%
1
2
3 4 5