We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

120 hedge funds and large institutions have $545M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 117 → 120 (+3)

1.54% more ownership

Funds ownership: 65.06% → 66.61% (+1.5%)

4% more capital invested

Capital invested by funds: $522M → $545M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
42
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NL
NWAM LLC
Washington
+$2.01M
2
Morgan Stanley
Morgan Stanley
New York
+$1.77M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.65M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.54M
2
Wells Fargo
Wells Fargo
California
-$5.89M
3
PA
Prism Advisors
California
-$5.13M
4
LPL Financial
LPL Financial
California
-$3.64M
5
PAG
Private Advisor Group
New Jersey
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$3.03M -$206K -1,886 -7%
GIA
27
GHP Investment Advisors
Colorado
$2.98M -$78K -713 -3%
PWM
28
Perigon Wealth Management
California
$2.92M -$125K -1,143 -4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.81M -$74K -676 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.54M +$37.9K +346 +2%
SPC
31
Sigma Planning Corp
Michigan
$2.28M -$91.4K -835 -4%
GWM
32
Geneos Wealth Management
Colorado
$2.25M -$1.25M -11,416 -37%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M +$178K +1,628 +10%
Truist Financial
34
Truist Financial
North Carolina
$1.98M -$17K -155 -0.9%
IRC
35
Investors Research Corp
Georgia
$1.89M -$13K -119 -0.7%
WWM
36
Western Wealth Management
Colorado
$1.79M +$20K +183 +1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.67M +$5.8K +53 +0.4%
KA
38
Klingman & Associates
New York
$1.51M – – –
NA
39
NewEdge Advisors
Louisiana
$1.39M +$149K +1,359 +13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.37M +$20.6K +188 +2%
TFS
41
Thoroughbred Financial Services
Tennessee
$1.28M -$158K -1,447 -12%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.24M +$145K +1,327 +14%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$204K +1,862 +22%
AA
44
Ancora Advisors
Ohio
$1.18M -$123K -1,121 -10%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.17M +$1.09M +10,000 New
WA
46
Waverly Advisors
Alabama
$1.16M +$26.6K +243 +3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.08M -$102K -929 -9%
Stifel Financial
48
Stifel Financial
Missouri
$1.07M +$12K +110 +1%
SCA
49
Snowden Capital Advisors
New York
$1.05M -$109 -1 -0%
US Bancorp
50
US Bancorp
Minnesota
$967K +$43.8K +400 +5%
1
2
3 4 5

RWK Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2025, worth a combined $545M — up 4.4% from $522M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 9 closed out — a net gain of 4 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was NWAM LLC, adding an estimated $2.01M. The largest seller was Ameriprise, cutting an estimated $6.54M.

  • 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $545M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2025 was NWAM LLC, an estimated $2.01M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2025.