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Invesco S&P MidCap 400 Revenue ETF

72 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $201M → $236M (+$35M)

1.68% more ownership

Funds ownership: 60.98%62.65% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7472 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
29
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
51
Matrix Private Capital Group
New York
$142K
SPIA
52
Steward Partners Investment Advisory
New York
$118K
US Bancorp
53
US Bancorp
Minnesota
$95.8K +$25.6K +301 +37%
LC
54
Lindbrook Capital
California
$77.3K
HI
55
Harbour Investments
Wisconsin
$73.5K +$7.9K +93 +12%
JP Morgan Chase
56
JP Morgan Chase
New York
$53K
MCC
57
Money Concepts Capital
Florida
$49.2K +$46.6K +548 +2,192%
PA
58
Parallel Advisors
California
$44.8K +$40.1K +472 +944%
HPC
59
HM Payson & Co
Maine
$35.2K -$17K -200 -33%
KTC
60
Kistler-Tiffany Companies
Pennsylvania
$30.1K
GRP
61
Global Retirement Partners
California
$29.4K
GI
62
Gradient Investments
Minnesota
$21.5K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$21.1K -$5.69K -67 -21%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$21K
SWM
65
Spire Wealth Management
Virginia
$18K
OCM
66
Orion Capital Management
California
$14.9K
TFA
67
Transamerica Financial Advisors
Florida
$14K
USCWA
68
U.S. Capital Wealth Advisors
Texas
$13.1K +$13K +153 New
VF
69
VitalStone Financial
Texas
$5K +$5.27K +62 New
Citigroup
70
Citigroup
New York
$2.32K +$2.12K +25 +1,250%
RA
71
Rise Advisors
New York
$2K
PAG
72
Private Advisor Group
New Jersey
$1.3K -$76.3K -898 -6%
Citadel Advisors
73
Citadel Advisors
Florida
-$745K -10,013 Closed
HIC
74
Hartline Investment Corp
Illinois
-$432K -5,804 Closed
KAS
75
Kestra Advisory Services
Texas
-$236K -3,171 Closed

RWK Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2022, worth a combined $236M — up 17% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RWK and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $6.92M. The largest seller was RVW Wealth, cutting an estimated $8.78M.

  • 72 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $236M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2022 was Wells Fargo, an estimated $6.92M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2022 was RVW Wealth, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.