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Invesco S&P MidCap 400 Revenue ETF
RWK

105 hedge funds and large institutions have $496M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $453M → $496M (+$43.2M)

2.85% more ownership

Funds ownership: 59.97% → 62.81% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 107 → 105 (-2)

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
50
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.7M
2
Ameriprise
Ameriprise
Minnesota
+$8.56M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.28M
4
PAG
Private Advisory Group
Washington
+$5.39M
5
ES
Eagle Strategies
New York
+$4.27M

Top Sellers

Rank Fund Capital Flow
1
FA
Fermata Advisors
California
-$4.51M
2
AA
AlphaQ Advisors
Florida
-$2.23M
3
NL
NWAM LLC
Washington
-$1.45M
4
SL
Systelligence LLC
Minnesota
-$1.42M
5
RW
RVW Wealth
California
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$825K +$1.78K +16 +0.2%
CA
52
Claro Advisors
Massachusetts
$789K +$1.89K +17 +0.2%
Goldman Sachs
53
Goldman Sachs
New York
$780K – – –
SMC
54
Smith, Moore & Co
Missouri
$683K +$1.67K +15 +0.2%
SPIA
55
Steward Partners Investment Advisory
New York
$668K +$189K +1,701 +39%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$619K +$27.5K +247 +5%
SEIA
57
Signature Estate & Investment Advisors
California
$589K +$597K +5,368 New
AAS
58
Avantax Advisory Services
Texas
$579K +$19.3K +174 +3%
BRWA
59
B. Riley Wealth Advisors
Florida
$526K +$533K +4,795 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$518K -$20K -180 -4%
Comerica Bank
61
Comerica Bank
Texas
$466K +$104K +939 +28%
VFPW
62
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K +$465K +4,183 New
EH
63
Equitable Holdings
New York
$448K +$556 +5 +0.1%
HighTower Advisors
64
HighTower Advisors
Illinois
$394K – – –
DFA
65
DHK Financial Advisors
New Hampshire
$384K +$389K +3,500 New
KAS
66
Kestra Advisory Services
Texas
$381K +$386K +3,472 New
FA
67
Fermata Advisors
California
$379K -$4.51M -40,524 -92%
DAS
68
Dynamic Advisor Solutions
Arizona
$375K -$21.6K -194 -5%
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$372K – – –
AC
70
Avestar Capital
New York
$332K – – –
NIWA
71
New Insight Wealth Advisors
California
$316K +$77.8K +700 +32%
WH
72
Willner & Heller
California
$314K +$28.2K +254 +10%
IA
73
IFP Advisors
Florida
$280K – – –
BC
74
Bowman & Company
Wisconsin
$275K +$667 +6 +0.2%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$257K +$260K +2,338 New
1 2
3
4 5

RWK Hedge Fund Activity: Q2 2024 in Review

105 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2024, worth a combined $496M — up 9.6% from $453M a quarter earlier.

Fund positioning in RWK was balanced in Q2 2024: 16 funds opened new positions, 16 closed out, 50 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Fermata Advisors, cutting an estimated $4.51M.

  • 105 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $496M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2024 and 16 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2024 was Morgan Stanley, an estimated $27.7M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2024 was Fermata Advisors, an estimated $4.51M sold.

Based on aggregated 13F filings for Q2 2024.