Invesco S&P MidCap 400 Revenue ETF
RWK
74 hedge funds and large institutions have $201M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
6% more funds holding
Funds holding: 70 → 74 (+4)
4% more capital invested
Capital invested by funds: $194M → $201M (+$7.15M)
0.6% more ownership
Funds ownership: 60.38% → 60.98% (+0.6%)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.56M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.21M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$1.09M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.87M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$4.28M |
| 3 |
ES
Eagle Strategies
New York
|
-$3.25M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.21M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| – | +$167 | +2 | New |
|
RWK Hedge Fund Activity: Q3 2022 in Review
74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2022, worth a combined $201M — up 3.7% from $194M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RWK positions and 2 closed out — a net gain of 5 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.6M. The largest seller was Wells Fargo, cutting an estimated $5.87M.
- 74 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2022, up from 70 in Q2 2022.
- Funds reported $201M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2022, up 3.7% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2022 and 2 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.6M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2022 was Wells Fargo, an estimated $5.87M sold.
Based on aggregated 13F filings for Q3 2022.