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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$74.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.38M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$3.72M |
| 5 |
GS
GTS Securities
New York
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.66M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.73M |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.49M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.47M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
101
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $3.36K | +$3.05K | +32 | New |
|
|
KWAG
102
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| $3.34K | +$3.05K | +32 | New |
|
|
GM
103
GeoWealth Management
Chicago,
Illinois
| – | -$4.73M | -50,366 | Closed |
|
|
PAG
104
Private Advisory Group
Redmond,
Washington
| – | -$3.49M | -37,239 | Closed |
|
|
FTUS
105
Flow Traders U.S.
New York
| – | -$488K | -5,201 | Closed |
|
|
OIA
106
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$234K | -2,491 | Closed |
|
|
MPCG
107
Matrix Private Capital Group
New York
| – | -$155K | -1,653 | Closed |
|
108
Creative Planning
Overland Park,
Kansas
| – | -$32.8K | -350 | Closed |
|
|
LWANC
109
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$8.73K | -93 | Closed |
|
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.