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Invesco S&P MidCap 400 Revenue ETF
RWK

120 hedge funds and large institutions have $545M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 117 → 120 (+3)

1.54% more ownership

Funds ownership: 65.06% → 66.61% (+1.5%)

4% more capital invested

Capital invested by funds: $522M → $545M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
42
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NL
NWAM LLC
Washington
+$2.01M
2
Morgan Stanley
Morgan Stanley
New York
+$1.77M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.65M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.54M
2
Wells Fargo
Wells Fargo
California
-$5.89M
3
PA
Prism Advisors
California
-$5.13M
4
LPL Financial
LPL Financial
California
-$3.64M
5
PAG
Private Advisor Group
New Jersey
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$335K -$10.7K -98 -3%
Comerica Bank
77
Comerica Bank
Texas
$321K +$876 +8 +0.3%
Jane Street
78
Jane Street
New York
$315K -$777K -7,097 -72%
IA
79
IFP Advisors
Florida
$298K – – –
HI
80
Harbour Investments
Wisconsin
$296K +$59.9K +547 +28%
CS
81
Capital Square
Tennessee
$295K +$10.7K +98 +4%
BC
82
Bowman & Company
Wisconsin
$292K +$985 +9 +0.4%
NIWA
83
New Insight Wealth Advisors
California
$283K -$42.4K -387 -14%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$283K – – –
SOS
85
Silver Oak Securities
Tennessee
$280K -$8.97K -82 -3%
PA
86
Parallel Advisors
California
$260K +$328 +3 +0.1%
PCM
87
Parsons Capital Management
Rhode Island
$254K – – –
UAG
88
United Advisor Group
Ohio
$246K – – –
FAM
89
Flaharty Asset Management
Florida
$236K -$14.8K -135 -6%
TSS
90
Two Sigma Securities
New York
$229K +$214K +1,957 New
FFC
91
First Financial Corp
Indiana
$220K – – –
GVAG
92
Great Valley Advisor Group
Delaware
$211K -$21.9K -200 -10%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$210K +$197K +1,796 New
GRP
94
Global Retirement Partners
California
$203K +$190K +1,740 New
WS
95
Wedbush Securities
California
$203K +$190K +1,734 New
AF
96
Allworth Financial
California
$146K – – –
PTC
97
Private Trust Company
Ohio
$141K – – –
FCAS
98
First Command Advisory Services
Texas
$132K – – –
TCOV
99
Trust Company of Vermont
Vermont
$117K +$110K +1,003 New
T
100
Tidemark
California
$108K -$7.55K -69 -7%
2 3
4
5 6

RWK Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2025, worth a combined $545M — up 4.4% from $522M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 9 closed out — a net gain of 4 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was NWAM LLC, adding an estimated $2.01M. The largest seller was Ameriprise, cutting an estimated $6.54M.

  • 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $545M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2025 was NWAM LLC, an estimated $2.01M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2025.