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Invesco S&P MidCap 400 Revenue ETF
RWK

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $332M → $468M (+$136M)

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

16% more funds holding

Funds holding: 88 → 102 (+14)

7.8% more ownership

Funds ownership: 64.54% → 72.34% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$74.4M
2
LPL Financial
LPL Financial
California
+$7.41M
3
Wells Fargo
Wells Fargo
California
+$7.38M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$3.72M
5
GS
GTS Securities
New York
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.66M
2
GM
GeoWealth Management
Illinois
-$4.73M
3
PAG
Private Advisory Group
Washington
-$3.49M
4
RW
RVW Wealth
California
-$1.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
76
Strategic Blueprint
Georgia
$227K – – –
BFW
77
Brady Family Wealth
Missouri
$225K – – –
PTC
78
Private Trust Company
Ohio
$218K – – –
GVAG
79
Great Valley Advisor Group
Delaware
$211K +$191K +2,006 New
FFC
80
First Financial Corp
Indiana
$198K -$10.2K -107 -5%
US Bancorp
81
US Bancorp
Minnesota
$149K -$2.48K -26 -2%
T
82
Tidemark
California
$147K +$133K +1,400 New
CA
83
Crewe Advisors
Utah
$109K +$99.2K +1,041 New
LC
84
Lindbrook Capital
California
$94.5K – – –
HI
85
Harbour Investments
Wisconsin
$91K +$191 +2 +0.2%
GRP
86
Global Retirement Partners
California
$86.8K +$6.76K +71 +9%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$52.5K +$47.6K +500 New
FCAS
88
First Command Advisory Services
Texas
$50.7K +$46K +483 New
HPC
89
HM Payson & Co
Maine
$43.1K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$33.9K -$1.72K -18 -5%
NFA
91
Northwest Financial Advisors
Virginia
$31K +$28.1K +295 New
SWM
92
Spire Wealth Management
Virginia
$28.6K +$5.14K +54 +24%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$26K – – –
PA
94
PSI Advisors
Florida
$23.1K +$21K +220 New
FCA
95
FinTrust Capital Advisors
South Carolina
$22.1K – – –
PS
96
Principal Securities
Iowa
$18K +$16.3K +171 New
TFA
97
Transamerica Financial Advisors
Florida
$17K – – –
NA
98
Nordwand Advisors
Pennsylvania
$14.9K – – –
S
99
SignatureFD
Georgia
$10.7K +$9.72K +102 New
AWM
100
Activest Wealth Management
Florida
$10.1K +$9.14K +96 New
1 2 3
4
5

RWK Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2023, worth a combined $468M — up 41% from $332M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWK positions and 7 closed out — a net gain of 15 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.4M. The largest seller was Osaic Holdings, cutting an estimated $6.66M.

  • 102 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $468M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2023 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2023 was Morgan Stanley, an estimated $74.4M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2023 was Osaic Holdings, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.