RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

Overview Fund Activity

74 hedge funds and large institutions have $201M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.8M
2
LPL Financial
2
LPL Financial
California
$24.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$5.99M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$840K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.73M
2
FFW
2
Fusion Family Wealth
New York
$33.9M
3
ES
3
Eagle Strategies
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.37M
5
RW
5
RVW Wealth
California
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$129K -$2.16K -29 -2%
MPCG
52
Matrix Private Capital Group
New York
$123K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$102K +$9.64K +130 +10%
HI
54
Hudock Inc
Pennsylvania
$96K +$297 +4 +0.3%
LC
55
Lindbrook Capital
California
$67K – – –
HI
56
Harbour Investments
Wisconsin
$60K – – –
US Bancorp
57
US Bancorp
Minnesota
$60K +$31.6K +429 +111%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$46K -$5.83K -78 -11%
HPC
59
HM Payson & Co
Maine
$45K – – –
GRP
60
Global Retirement Partners
California
$29K +$29K +342 New
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$24K -$22.1K -288 -48%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$19K – – –
GI
64
Gradient Investments
Minnesota
$19K – – –
GWM
65
Geneos Wealth Management
Colorado
$18K -$43.2K -600 -71%
SWM
66
Spire Wealth Management
Virginia
$16K -$14.7K -198 -48%
OCM
67
Orion Capital Management
California
$13K – – –
TFA
68
Transamerica Financial Advisors
Florida
$12K – – –
PA
69
Parallel Advisors
California
$4K -$1.68K -21 -30%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$4K +$4K +49 New
RA
71
Rise Advisors
New York
$2K – – –
KFP
72
KB Financial Partners
New Jersey
$2K – – –
MCC
73
Money Concepts Capital
Florida
$2K – – –
ES
74
Eagle Strategies
New York
– -$3.25M -41,457 Closed
SB
75
Strategic Blueprint
Georgia
– -$209K -2,665 Closed
1 2
3