We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

6% more funds holding

Funds holding: 80 → 85 (+5)

0% more capital invested

Capital invested by funds: $273M → $273M (+$181K)

2.14% less ownership

Funds ownership: 62.32% → 60.18% (-2.1%)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACP
Aveo Capital Partners
Colorado
+$3.17M
2
RCA
Resonant Capital Advisors
Wisconsin
+$2.95M
3
ES
Eagle Strategies
New York
+$2.49M
4
Wells Fargo
Wells Fargo
California
+$2.44M
5
LPL Financial
LPL Financial
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22.2M
2
Bank of America
Bank of America
North Carolina
-$2.22M
3
FA
Fermata Advisors
California
-$2.07M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$1.65M
5
9WM
9258 Wealth Management
Ohio
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
51
Equitable Holdings
New York
$343K +$9.33K +104 +3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$332K +$310K +3,460 New
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$325K – – –
CBFP
54
Cedar Brook Financial Partners
Ohio
$316K +$295K +3,289 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$296K +$277K +3,085 New
JMPWA
56
JP Morgan Private Wealth Advisors
California
$294K -$3.68K -41 -1%
SPIA
57
Steward Partners Investment Advisory
New York
$278K -$7.54K -84 -3%
GWM
58
Geneos Wealth Management
Colorado
$270K +$12.7K +141 +5%
DAS
59
Dynamic Advisor Solutions
Arizona
$269K +$251K +2,799 New
FAM
60
Flaharty Asset Management
Florida
$258K +$807 +9 +0.3%
BC
61
Bowman & Company
Wisconsin
$245K +$718 +8 +0.3%
SB
62
Strategic Blueprint
Georgia
$239K – – –
LNC
63
Lincoln National Corp
Pennsylvania
$232K +$217K +2,417 New
PCM
64
Parsons Capital Management
Rhode Island
$209K +$195K +2,175 New
BFW
65
Brady Family Wealth
Missouri
$206K +$192K +2,145 New
PTC
66
Private Trust Company
Ohio
$200K – – –
TAIM
67
TD Ameritrade Investment Management
Nebraska
$195K -$44.3K -494 -20%
FFC
68
First Financial Corp
Indiana
$191K – – –
MPCG
69
Matrix Private Capital Group
New York
$159K – – –
US Bancorp
70
US Bancorp
Minnesota
$139K +$43.1K +480 +50%
LC
71
Lindbrook Capital
California
$86.5K – – –
HI
72
Harbour Investments
Wisconsin
$82.8K +$269 +3 +0.3%
SF
73
Safeguard Financial
Wisconsin
$76K +$71.8K +800 New
GRP
74
Global Retirement Partners
California
$75.2K +$90 +1 +0.1%
JP Morgan Chase
75
JP Morgan Chase
New York
$59.1K – – –
1 2
3
4

RWK Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2023, worth a combined $273M — up 0.07% from $273M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RWK positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $3.17M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.

  • 85 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $273M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2023, up 0.07% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2023 and 9 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2023 was Aveo Capital Partners, an estimated $3.17M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2023 was Morgan Stanley, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2023.