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Invesco S&P MidCap 400 Revenue ETF
RWK

127 hedge funds and large institutions have $725M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

9% more funds holding

Funds holding: 117 → 127 (+10)

1.72% more ownership

Funds ownership: 67.46% → 69.18% (+1.7%)

3% more capital invested

Capital invested by funds: $701M → $725M (+$24.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
51
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.23M
2
Morgan Stanley
Morgan Stanley
New York
+$8.12M
3
Wells Fargo
Wells Fargo
California
+$4.27M
4
Bank of America
Bank of America
North Carolina
+$3.2M
5
VIA
Vantagepoint Investment Advisers
District of Columbia
+$2.92M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$20.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
4
MML Investors Services
MML Investors Services
Massachusetts
-$981K
5
UBS Group
UBS Group
Switzerland
-$920K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.48M +$161K +1,286 +5%
SA
27
Sanctuary Advisors
Indiana
$3.46M +$97.5K +778 +3%
AFP
28
Ausdal Financial Partners
Iowa
$3.43M +$49.5K +395 +1%
GIA
29
GHP Investment Advisors
Colorado
$3.16M -$27.9K -223 -0.9%
PWM
30
Perigon Wealth Management
California
$2.98M -$53.4K -426 -2%
BFG
31
Bleakley Financial Group
New Jersey
$2.56M +$2.54M +20,254 New
PWA
32
Perspective Wealth Advisors
Colorado
$2.48M +$2.45M +19,581 New
GWM
33
Geneos Wealth Management
Colorado
$2.45M -$90.9K -725 -4%
KAS
34
Kestra Advisory Services
Texas
$2.28M +$1.22M +9,762 +118%
Truist Financial
35
Truist Financial
North Carolina
$2.06M -$41.9K -334 -2%
SPC
36
Sigma Planning Corp
Michigan
$2.01M -$159K -1,269 -7%
WWM
37
Western Wealth Management
Colorado
$1.98M +$28.1K +224 +1%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.92M -$18.4K -147 -1%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.82M +$4.76K +38 +0.3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.68M +$15.5K +124 +0.9%
KA
41
Klingman & Associates
New York
$1.64M – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$160K +1,276 +11%
Goldman Sachs
43
Goldman Sachs
New York
$1.59M +$681K +5,432 +76%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.57M +$112K +890 +8%
WA
45
Waverly Advisors
Alabama
$1.41M +$59.9K +478 +4%
NA
46
NewEdge Advisors
Louisiana
$1.38M +$18K +144 +1%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.37M +$1.35M +10,800 New
JDLA
48
J. Derek Lewis & Associates
California
$1.33M +$1.32M +10,529 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.27M -$161K -1,288 -11%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.27M -$33.1K -264 -3%
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2
3 4 5

RWK Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2025, worth a combined $725M — up 3.4% from $701M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWK positions and 8 closed out — a net gain of 10 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.23M. The largest seller was Osaic Holdings, cutting an estimated $20.7M.

  • 127 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $725M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
  • 18 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2025 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2025 was Ameriprise, an estimated $9.23M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2025 was Osaic Holdings, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2025.