Invesco S&P MidCap 400 Revenue ETF
RWK
64 hedge funds and large institutions have $240M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 12 closing their positions.
13% more capital invested
Capital invested by funds: $212M → $240M (+$27.3M)
2.75% more ownership
Funds ownership: 55.83% → 58.57% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
6% less funds holding
Funds holding: 68 → 64 (-4)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$13.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.18M |
| 3 |
Morgan Stanley
New York
|
+$3.05M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.54M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.87M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$1.51M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.26M |
| 4 |
KFP
KB Financial Partners
Princeton,
New Jersey
|
-$1.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| – | -$2K | -24 | Closed |
|
RWK Hedge Fund Activity: Q2 2021 in Review
64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2021, worth a combined $240M — up 13% from $212M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of RWK and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 18 added.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $13.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.87M.
- 64 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2021, down from 68 in Q1 2021.
- Funds reported $240M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 9 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2021 and 12 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2021 was Portfolio Strategies, an estimated $13.6M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2021.