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Invesco S&P MidCap 400 Revenue ETF
RWK

117 hedge funds and large institutions have $701M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $545M → $701M (+$156M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0.85% more ownership

Funds ownership: 66.61% → 67.46% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 120 → 117 (-3)

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% 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
12
Increased
46
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$63.7M
2
Ameriprise
Ameriprise
Minnesota
+$58.1M
3
Bank of America
Bank of America
North Carolina
+$9.58M
4
EWA
EverSource Wealth Advisors
Alabama
+$5.53M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
-$15.2M
2
ES
Eagle Strategies
New York
-$5.46M
3
Wells Fargo
Wells Fargo
California
-$2.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.92M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$3.75M +$2.46M +20,000 +200%
AFP
27
Ausdal Financial Partners
Iowa
$3.34M +$97.7K +794 +3%
SA
28
Sanctuary Advisors
Indiana
$3.32M -$6.28K -51 -0.2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.28M +$555K +4,510 +21%
GIA
30
GHP Investment Advisors
Colorado
$3.15M -$30.6K -249 -1%
PWM
31
Perigon Wealth Management
California
$3M -$127K -1,030 -4%
GWM
32
Geneos Wealth Management
Colorado
$2.51M +$103K +835 +4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.42M +$1.49M +12,081 +166%
SPC
34
Sigma Planning Corp
Michigan
$2.15M -$289K -2,344 -12%
Truist Financial
35
Truist Financial
North Carolina
$2.08M -$40.3K -327 -2%
WWM
36
Western Wealth Management
Colorado
$1.93M +$17.4K +141 +0.9%
VFPW
37
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.92M -$364K -2,956 -16%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.79M +$4.8K +39 +0.3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.65M +$487K +3,957 +43%
KA
40
Klingman & Associates
New York
$1.62M – – –
PA
41
Prism Advisors
California
$1.6M -$15.2M -123,580 -91%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M +$181K +1,470 +14%
TFS
43
Thoroughbred Financial Services
Tennessee
$1.44M +$71.5K +581 +5%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.42M -$1.56M -12,660 -53%
NA
45
NewEdge Advisors
Louisiana
$1.35M -$140K -1,136 -10%
WA
46
Waverly Advisors
Alabama
$1.34M +$96.4K +783 +8%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.29M -$40.4K -328 -3%
AA
48
Ancora Advisors
Ohio
$1.25M -$8.25K -67 -0.7%
Stifel Financial
49
Stifel Financial
Missouri
$1.15M +$6.15K +50 +0.5%
SCA
50
Snowden Capital Advisors
New York
$1.14M +$14.3K +116 +1%
1
2
3 4 5

RWK Hedge Fund Activity: Q3 2025 in Review

117 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2025, worth a combined $701M — up 29% from $545M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RWK and 12 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 46 added.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $63.7M. The largest seller was Prism Advisors, cutting an estimated $15.2M.

  • 117 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2025, down from 120 in Q2 2025.
  • Funds reported $701M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $63.7M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2025 was Prism Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2025.