Invesco S&P MidCap 400 Revenue ETF
RWK
47 hedge funds and large institutions have $106M invested in Invesco S&P MidCap 400 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 8 closing their positions.
3.82% more ownership
Funds ownership: 49.74% → 53.56% (+3.8%)
4% more capital invested
Capital invested by funds: $101M → $106M (+$4.5M)
10% less funds holding
Funds holding: 52 → 47 (-5)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$2.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.32M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$1.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$167K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 2 |
Morgan Stanley
New York
|
-$1.06M |
| 3 |
LPL Financial
San Diego,
California
|
-$548K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$491K |
| 5 |
Jane Street
New York
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Stifel Financial
St. Louis,
Missouri
| – | -$220K | -4,285 | Closed |
|
|
EWP
52
Engrave Wealth Partners
The Woodlands,
Texas
| – | -$30K | -600 | Closed |
|
|
CAN
53
Cetera Advisor Networks
El Segundo,
California
| – | -$23K | -456 | Closed |
|
|
GT
54
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$4K | -91 | Closed |
|
|
CAAS
55
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$2K | -40 | Closed |
|
RWK Hedge Fund Activity: Q3 2020 in Review
47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2020, worth a combined $106M — up 4.5% from $101M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of RWK and 3 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 12 added.
The largest buyer was Fusion Family Wealth, adding an estimated $2.07M. The largest seller was UBS Group, cutting an estimated $1.19M.
- 47 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2020, down from 52 in Q2 2020.
- Funds reported $106M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2020, up 4.5% quarter-over-quarter.
- 3 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2020 and 8 closed out, a net change of -5 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2020 was Fusion Family Wealth, an estimated $2.07M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2020 was UBS Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2020.