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Invesco S&P MidCap 400 Revenue ETF

120 hedge funds and large institutions have $545M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 117120 (+3)

1.54% more ownership

Funds ownership: 65.06%66.61% (+1.5%)

4% more capital invested

Capital invested by funds: $522M → $545M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
42
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$911K +$95K +868 +13%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$849K +$795K +7,259 New
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$846K +$1.31K +12 +0.2%
CA
54
Claro Advisors
Massachusetts
$837K -$1.2K -11 -0.2%
Goldman Sachs
55
Goldman Sachs
New York
$830K -$1.75K -16 -0.2%
SPIA
56
Steward Partners Investment Advisory
New York
$826K +$15.9K +145 +2%
AAS
57
Avantax Advisory Services
Texas
$811K +$41.2K +376 +6%
AC
58
Anson Capital
Georgia
$789K -$23.1K -211 -3%
ASN
59
Advisory Services Network
Georgia
$739K +$30K +274 +5%
GS
60
GTS Securities
New York
$698K -$423K -3,864 -39%
SEIA
61
Signature Estate & Investment Advisors
California
$659K +$2.3K +21 +0.4%
IAN
62
Integrated Advisors Network
Texas
$607K +$99.1K +905 +21%
SMC
63
Smith, Moore & Co
Missouri
$586K -$41K -375 -7%
LBC
64
Leigh Baldwin & Co
New York
$568K +$2.19K +20 +0.4%
CW
65
CreativeOne Wealth
Kansas
$529K -$106K -969 -18%
WH
66
Willner & Heller
California
$469K +$5.25K +48 +1%
JWCA
67
J.W. Cole Advisors
Florida
$457K +$36.3K +332 +9%
HighTower Advisors
68
HighTower Advisors
Illinois
$440K -$12.8K -117 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$427K +$65.8K +601 +20%
DFA
70
DHK Financial Advisors
New Hampshire
$413K +$1.53K +14 +0.4%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$396K
SWA
72
Stratos Wealth Advisors
Ohio
$384K -$71.5K -653 -17%
AC
73
Avestar Capital
New York
$353K
AO
74
Advisor OS
Illinois
$351K +$328K +3,000 New
EH
75
Equitable Holdings
New York
$338K -$1.53K -14 -0.5%

RWK Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2025, worth a combined $545M — up 4.4% from $522M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 9 closed out — a net gain of 4 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was NWAM LLC, adding an estimated $2.01M. The largest seller was Ameriprise, cutting an estimated $6.54M.

  • 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $545M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2025 was NWAM LLC, an estimated $2.01M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2025.