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Invesco S&P MidCap 400 Revenue ETF
RWK

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more capital invested

Capital invested by funds: $273M → $332M (+$59.4M)

4.36% more ownership

Funds ownership: 60.18% → 64.54% (+4.4%)

4% more funds holding

Funds holding: 85 → 88 (+3)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.19M
3
LPL Financial
LPL Financial
California
+$7.25M
4
FA
Fermata Advisors
California
+$6.19M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.95M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$713K
2
AWS
Atria Wealth Solutions
New York
-$694K
3
9WM
9258 Wealth Management
Ohio
-$489K
4
GS
GTS Securities
New York
-$453K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Nations Financial Group
Iowa
$475K -$29.1K -300 -6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$403K -$104K -1,075 -20%
Comerica Bank
53
Comerica Bank
Texas
$364K +$376K +3,875 New
EH
54
Equitable Holdings
New York
$354K +$19.7K +203 +6%
HighTower Advisors
55
HighTower Advisors
Illinois
$336K – – –
DAS
56
Dynamic Advisor Solutions
Arizona
$323K +$62.2K +640 +23%
CBFP
57
Cedar Brook Financial Partners
Ohio
$321K +$12.8K +132 +4%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$318K -$35.4K -364 -10%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$318K – – –
GWM
60
Geneos Wealth Management
Colorado
$316K +$54.7K +563 +20%
SPIA
61
Steward Partners Investment Advisory
New York
$312K +$42K +432 +15%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$306K +$317K +3,263 New
JMPWA
63
JP Morgan Private Wealth Advisors
California
$287K – – –
FAM
64
Flaharty Asset Management
Florida
$253K +$680 +7 +0.3%
BC
65
Bowman & Company
Wisconsin
$239K +$389 +4 +0.2%
OIA
66
OneDigital Investment Advisors
Kansas
$234K +$242K +2,491 New
LNC
67
Lincoln National Corp
Pennsylvania
$227K +$583 +6 +0.2%
PCM
68
Parsons Capital Management
Rhode Island
$204K – – –
SB
69
Strategic Blueprint
Georgia
$202K -$31.7K -326 -13%
BFW
70
Brady Family Wealth
Missouri
$201K – – –
PTC
71
Private Trust Company
Ohio
$195K – – –
FFC
72
First Financial Corp
Indiana
$187K – – –
MPCG
73
Matrix Private Capital Group
New York
$155K – – –
US Bancorp
74
US Bancorp
Minnesota
$135K -$486 -5 -0.3%
PA
75
Parallel Advisors
California
$95.5K +$55.2K +568 +126%
1 2
3
4

RWK Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2023, worth a combined $332M — up 22% from $273M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RWK positions and 6 closed out — a net gain of 4 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $15.1M. The largest seller was Susquehanna International Group, cutting an estimated $713K.

  • 88 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2023, up from 85 in Q2 2023.
  • Funds reported $332M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2023 was Systelligence LLC, an estimated $15.1M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2023 was Susquehanna International Group, an estimated $713K sold.

Based on aggregated 13F filings for Q3 2023.