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Invesco S&P MidCap 400 Revenue ETF

51 hedge funds and large institutions have $182M invested in Invesco S&P MidCap 400 Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 4951 (+2)

2% more capital invested

Capital invested by funds: $178M → $182M (+$4.07M)

0.98% more ownership

Funds ownership: 47.71%48.7% (+0.98%)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
-$2.19M -36,040 Closed
SCA
52
Snowden Capital Advisors
New York
-$1.01M -16,648 Closed
AW
53
ACG Wealth
Georgia
-$653K -10,750 Closed
Baird Financial Group
54
Baird Financial Group
Wisconsin
-$359K -5,915 Closed
Jane Street
55
Jane Street
New York
-$352K -5,803 Closed
BlackRock
56
BlackRock
New York
-$36K -585 Closed
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
-$30K -500 Closed

RWK Hedge Fund Activity: Q1 2018 in Review

51 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2018, worth a combined $182M — up 2.3% from $178M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RWK positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.82M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.19M sold.

  • 51 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2018, up from 49 in Q4 2017.
  • Funds reported $182M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2018, up 2.3% quarter-over-quarter.
  • 9 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2018 was Morgan Stanley, an estimated $3.82M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2018 was Goldman Sachs, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2018.