Invesco S&P MidCap 400 Revenue ETF
RWK
80 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
16% more capital invested
Capital invested by funds: $236M → $273M (+$36.8M)
11% more funds holding
Funds holding: 72 → 80 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 62.65% → 62.32% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.76M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.06M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.28M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.24M |
| 5 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$3.27M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.78M |
| 3 |
EH
Equitable Holdings
New York
|
-$1.85M |
| 4 |
Morgan Stanley
New York
|
-$1.34M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$582K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWANC
76
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $8.43K | +$8.56K | +93 | New |
|
77
Fifth Third Bancorp
Cincinnati,
Ohio
| $2.17K | +$2.21K | +24 | New |
|
|
RA
78
Rise Advisors
Rochester,
New York
| $2.12K | – | – | – |
|
79
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.16K | +$122K | +1,326 | +12% |
|
80
Citigroup
New York
| $91 | -$2.4K | -26 | -96% |
|
|
SWP
81
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$582K | -6,782 | Closed |
|
|
MCC
82
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$49.2K | -573 | Closed |
|
|
GI
83
Gradient Investments
Arden Hills,
Minnesota
| – | -$21.5K | -250 | Closed |
|
|
USCWA
84
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$13.1K | -153 | Closed |
|
RWK Hedge Fund Activity: Q1 2023 in Review
80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2023, worth a combined $273M — up 16% from $236M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RWK positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.76M. The largest seller was RVW Wealth, cutting an estimated $3.27M.
- 80 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2023, up from 72 in Q4 2022.
- Funds reported $273M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 12 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.76M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2023 was RVW Wealth, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2023.