Invesco S&P MidCap 400 Revenue ETF
RWK
59 hedge funds and large institutions have $143M invested in Invesco S&P MidCap 400 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
35% more capital invested
Capital invested by funds: $106M → $143M (+$37.1M)
26% more funds holding
Funds holding: 47 → 59 (+12)
1.72% more ownership
Funds ownership: 53.56% → 55.28% (+1.7%)
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.19M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$370K |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$275K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$242K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 3 |
Morgan Stanley
New York
|
-$852K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$808K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$553K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KTC
51
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $25K | – | – | – |
|
52
Citigroup
New York
| $19K | +$17.3K | +270 | New |
|
|
ICP
53
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $10K | +$9.65K | +151 | New |
|
|
BFEC
54
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | – | – | – |
|
|
CFA
55
Carroll Financial Associates
Charlotte,
North Carolina
| $7K | – | – | – |
|
|
VBCG
56
Valley Brook Capital Group
Venetia,
Pennsylvania
| $7K | +$6.39K | +100 | New |
|
|
CAAS
57
Capital Asset Advisory Services
Williamston,
Michigan
| $3K | +$2.56K | +40 | New |
|
|
APA
58
American Portfolios Advisors
Holbrook,
New York
| $2.06K | – | – | – |
|
59
BlackRock
New York
| $2K | – | – | – |
|
|
NNP
60
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$19K | -347 | Closed |
|
RWK Hedge Fund Activity: Q4 2020 in Review
59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2020, worth a combined $143M — up 35% from $106M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RWK positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 21 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.19M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.
- 59 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $143M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2020, up 35% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2020 and 1 closed out, a net change of +12 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2020 was Osaic Holdings, an estimated $2.19M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2020.