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Invesco S&P MidCap 400 Revenue ETF
RWK

120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

11% more funds holding

Funds holding: 108 → 120 (+12)

9% more capital invested

Capital invested by funds: $550M → $598M (+$47.8M)

4.06% more ownership

Funds ownership: 63.21% → 67.27% (+4.1%)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
24
Increased
45
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$14.4M
2
Morgan Stanley
Morgan Stanley
New York
+$6.32M
3
PA
Prism Advisors
California
+$4.19M
4
Wells Fargo
Wells Fargo
California
+$2.87M
5
FFW
Fusion Family Wealth
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$2.99M
2
RW
RVW Wealth
California
-$1.33M
3
GS
GTS Securities
New York
-$1.11M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$558K
5
UBS Group
UBS Group
Switzerland
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Perigon Wealth Management
California
$3.18M +$191K +1,598 +6%
GIA
27
GHP Investment Advisors
Colorado
$3.12M -$65.6K -549 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.11M +$353K +2,952 +12%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.07M +$43.6K +365 +1%
FCMA
30
Foresight Capital Management Advisors
Michigan
$3.05M -$137K -1,145 -4%
ACP
31
Aveo Capital Partners
Colorado
$2.94M -$231K -1,936 -7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.78M -$90.2K -755 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.45M -$133K -1,113 -5%
SPC
34
Sigma Planning Corp
Michigan
$2.35M +$108K +903 +5%
AFP
35
Ausdal Financial Partners
Iowa
$2.33M +$276K +2,307 +13%
NL
36
NWAM LLC
Washington
$2.24M +$63.1K +528 +3%
IRC
37
Investors Research Corp
Georgia
$2.08M -$14.7K -123 -0.7%
Truist Financial
38
Truist Financial
North Carolina
$1.98M -$15.2K -127 -0.7%
WWM
39
Western Wealth Management
Colorado
$1.76M +$89.8K +752 +5%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.67M +$532K +4,450 +45%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.65M +$1.31K +11 +0.1%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$1.51M +$932K +7,807 +151%
KA
43
Klingman & Associates
New York
$1.51M – – –
AA
44
Ancora Advisors
Ohio
$1.47M -$148K -1,236 -9%
TFS
45
Thoroughbred Financial Services
Tennessee
$1.36M +$56.9K +476 +4%
NA
46
NewEdge Advisors
Louisiana
$1.28M -$38.5K -322 -3%
GWM
47
Geneos Wealth Management
Colorado
$1.24M +$280K +2,343 +28%
SCA
48
Snowden Capital Advisors
New York
$1.11M – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$1.1M +$666K +5,574 +142%
WA
50
Waverly Advisors
Alabama
$1.08M +$1.1M +9,251 New
1
2
3 4 5

RWK Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2024, worth a combined $598M — up 8.7% from $550M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWK positions and 8 closed out — a net gain of 16 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.4M. The largest seller was Systelligence LLC, cutting an estimated $2.99M.

  • 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $598M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 24 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2024 was Osaic Holdings, an estimated $14.4M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2024 was Systelligence LLC, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2024.