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Invesco S&P MidCap 400 Revenue ETF

78 hedge funds and large institutions have $252M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $240M → $252M (+$12.5M)

1.06% more ownership

Funds ownership: 59.89%60.95% (+1.1%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 8078 (-2)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$232K
RJFSA
52
Raymond James Financial Services Advisors
Florida
$232K +$91 +1 +0%
OIA
53
OneDigital Investment Advisors
Kansas
$203K +$91 +1 +0%
PCM
54
Parsons Capital Management
Rhode Island
$200K
FFC
55
First Financial Corp
Indiana
$192K
APA
56
American Portfolios Advisors
New York
$164K +$23.5K +258 +17%
MPCG
57
Matrix Private Capital Group
New York
$152K
KFP
58
KB Financial Partners
New Jersey
$148K -$211K -2,322 -59%
SPIA
59
Steward Partners Investment Advisory
New York
$143K
IA
60
IFP Advisors
Florida
$132K +$215K +2,357 New
HI
61
Hudock Inc
Pennsylvania
$118K +$364 +4 +0.3%
SWM
62
Spire Wealth Management
Virginia
$110K +$6.01K +66 +6%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$85K +$29.9K +328 +55%
LC
64
Lindbrook Capital
California
$83K
GWM
65
Geneos Wealth Management
Colorado
$78K
MCC
66
Money Concepts Capital
Florida
$75K +$68.2K +749 +1,086%
JP Morgan Chase
67
JP Morgan Chase
New York
$57K
HPC
68
HM Payson & Co
Maine
$56K
PFS
69
Prospera Financial Services
Texas
$40K +$39.8K +437 New
US Bancorp
70
US Bancorp
Minnesota
$37K -$19.1K -210 -34%
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$32K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$23K
GI
73
Gradient Investments
Minnesota
$23K
MAM
74
Meeder Asset Management
Ohio
$17K -$22.8K -250 -58%
OCM
75
Orion Capital Management
California
$16K

RWK Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2022, worth a combined $252M — up 5.2% from $240M a quarter earlier.

Fund positioning in RWK was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Fusion Family Wealth, adding an estimated $3.54M. The largest seller was Osaic Holdings, cutting an estimated $2.84M.

  • 78 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2022, down from 80 in Q4 2021.
  • Funds reported $252M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2022 was Fusion Family Wealth, an estimated $3.54M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2022.