Invesco S&P MidCap 400 Revenue ETF
RWK
78 hedge funds and large institutions have $252M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
5% more capital invested
Capital invested by funds: $240M → $252M (+$12.5M)
1.06% more ownership
Funds ownership: 59.89% → 60.95% (+1.1%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less funds holding
Funds holding: 80 → 78 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$3.54M |
| 2 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$3.08M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$2.41M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.39M |
| 5 |
ES
Eagle Strategies
New York
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.84M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.45M |
| 3 |
Morgan Stanley
New York
|
-$980K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$922K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$343K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
76
Parallel Advisors
San Francisco,
California
| $7K | +$728 | +8 | +13% |
|
|
CAAS
77
Capital Asset Advisory Services
Williamston,
Michigan
| $4K | +$546 | +6 | +18% |
|
|
RA
78
Rise Advisors
Rochester,
New York
| $3K | – | – | – |
|
|
FTUS
79
Flow Traders U.S.
New York
| – | -$1.45M | -15,333 | Closed |
|
|
PFA
80
Professional Financial Advisors
North Platte,
Nebraska
| – | -$288K | -3,039 | Closed |
|
|
WS
81
Wedbush Securities
Los Angeles,
California
| – | -$234K | -2,468 | Closed |
|
|
GFS
82
GYL Financial Synergies
West Hartford,
Connecticut
| – | -$230K | -2,429 | Closed |
|
83
Envestnet Asset Management
Chicago,
Illinois
| – | -$208K | -2,201 | Closed |
|
|
CF
84
Clarity Financial
Houston,
Texas
| – | -$205K | -2,165 | Closed |
|
RWK Hedge Fund Activity: Q1 2022 in Review
78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2022, worth a combined $252M — up 5.2% from $240M a quarter earlier.
Fund positioning in RWK was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 22 trimmed.
The largest buyer was Fusion Family Wealth, adding an estimated $3.54M. The largest seller was Osaic Holdings, cutting an estimated $2.84M.
- 78 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2022, down from 80 in Q4 2021.
- Funds reported $252M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2022, up 5.2% quarter-over-quarter.
- 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2022 was Fusion Family Wealth, an estimated $3.54M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.84M sold.
Based on aggregated 13F filings for Q1 2022.