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Invesco S&P MidCap 400 Revenue ETF
RWK

117 hedge funds and large institutions have $701M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $545M → $701M (+$156M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0.85% more ownership

Funds ownership: 66.61% → 67.46% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 120 → 117 (-3)

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
46
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$63.7M
2
Ameriprise
Ameriprise
Minnesota
+$58.1M
3
Bank of America
Bank of America
North Carolina
+$9.58M
4
EWA
EverSource Wealth Advisors
Alabama
+$5.53M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
-$15.2M
2
ES
Eagle Strategies
New York
-$5.46M
3
Wells Fargo
Wells Fargo
California
-$2.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.92M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$332K -$11.3K -92 -3%
IA
77
IFP Advisors
Florida
$318K – – –
HI
78
Harbour Investments
Wisconsin
$318K +$985 +8 +0.3%
DAS
79
Dynamic Advisor Solutions
Arizona
$314K -$43.2K -351 -12%
BC
80
Bowman & Company
Wisconsin
$313K +$739 +6 +0.2%
NIWA
81
New Insight Wealth Advisors
California
$303K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$302K – – –
SOS
83
Silver Oak Securities
Tennessee
$280K -$18.8K -153 -6%
PCM
84
Parsons Capital Management
Rhode Island
$272K – – –
PA
85
Parallel Advisors
California
$265K -$12.8K -104 -5%
US Bancorp
86
US Bancorp
Minnesota
$255K -$767K -6,234 -75%
UAG
87
United Advisor Group
Ohio
$253K -$10.2K -83 -4%
FFC
88
First Financial Corp
Indiana
$235K – – –
GVAG
89
Great Valley Advisor Group
Delaware
$226K – – –
GRP
90
Global Retirement Partners
California
$218K +$246 +2 +0.1%
WS
91
Wedbush Securities
California
$217K – – –
AF
92
Allworth Financial
California
$212K +$55.9K +454 +36%
EFS
93
Essex Financial Services
Connecticut
$205K +$202K +1,638 New
PTC
94
Private Trust Company
Ohio
$151K – – –
FCAS
95
First Command Advisory Services
Texas
$141K – – –
T
96
Tidemark
California
$115K +$123 +1 +0.1%
TCOV
97
Trust Company of Vermont
Vermont
$115K -$10.1K -82 -8%
CA
98
Crewe Advisors
Utah
$110K – – –
SS
99
Sunbelt Securities
Texas
$109K +$108K +874 New
MCM
100
MAI Capital Management
Ohio
$86.9K +$85.5K +695 New
2 3
4
5 6

RWK Hedge Fund Activity: Q3 2025 in Review

117 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2025, worth a combined $701M — up 29% from $545M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RWK and 12 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 46 added.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $63.7M. The largest seller was Prism Advisors, cutting an estimated $15.2M.

  • 117 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2025, down from 120 in Q2 2025.
  • Funds reported $701M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $63.7M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2025 was Prism Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2025.