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Invesco S&P MidCap 400 Revenue ETF
RWK

80 hedge funds and large institutions have $240M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

18% more funds holding

Funds holding: 68 → 80 (+12)

6% more capital invested

Capital invested by funds: $226M → $240M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.42% less ownership

Funds ownership: 60.31% → 59.89% (-0.42%)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
20
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$1.42M
2
Morgan Stanley
Morgan Stanley
New York
+$1.06M
3
Ameriprise
Ameriprise
Minnesota
+$766K
4
Bank of America
Bank of America
North Carolina
+$623K
5
LPL Financial
LPL Financial
California
+$587K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$5.49M
2
FFW
Fusion Family Wealth
New York
-$2.52M
3
Truist Financial
Truist Financial
North Carolina
-$2.26M
4
GM
GeoWealth Management
Illinois
-$1.93M
5
Citadel Advisors
Citadel Advisors
Florida
-$988K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
51
Equitable Holdings
New York
$238K – – –
WS
52
Wedbush Securities
California
$234K +$4.62K +50 +2%
GFS
53
GYL Financial Synergies
Connecticut
$230K +$224K +2,429 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$208K -$372K -4,028 -65%
OIA
55
OneDigital Investment Advisors
Kansas
$208K +$203K +2,200 New
PCM
56
Parsons Capital Management
Rhode Island
$206K +$201K +2,175 New
CF
57
Clarity Financial
Texas
$205K -$78.6K -851 -28%
FFC
58
First Financial Corp
Indiana
$197K – – –
MPCG
59
Matrix Private Capital Group
New York
$156K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$147K +$3.69K +40 +3%
APA
61
American Portfolios Advisors
New York
$144K +$1.85K +20 +1%
HI
62
Hudock Inc
Pennsylvania
$121K +$185 +2 +0.2%
SWM
63
Spire Wealth Management
Virginia
$107K -$14.3K -155 -12%
LC
64
Lindbrook Capital
California
$85K +$83.1K +900 New
GWM
65
Geneos Wealth Management
Colorado
$80K – – –
US Bancorp
66
US Bancorp
Minnesota
$58K -$12.3K -133 -18%
HPC
67
HM Payson & Co
Maine
$58K – – –
JP Morgan Chase
68
JP Morgan Chase
New York
$58K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$57K – – –
HI
70
Harbour Investments
Wisconsin
$42K -$102K -1,102 -71%
MAM
71
Meeder Asset Management
Ohio
$41K – – –
KTC
72
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$24K +$13.9K +150 +150%
GI
74
Gradient Investments
Minnesota
$24K +$23.1K +250 New
OCM
75
Orion Capital Management
California
$16K – – –
1 2
3
4

RWK Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2021, worth a combined $240M — up 6.2% from $226M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWK positions and 6 closed out — a net gain of 12 holders — while 20 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.42M. The largest seller was Osaic Holdings, cutting an estimated $5.49M.

  • 80 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $240M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 18 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2021 was Flow Traders U.S., an estimated $1.42M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2021 was Osaic Holdings, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2021.