RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

Overview Fund Activity

117 hedge funds and large institutions have $539M 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, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
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
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$1.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.48M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.36M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$6.99M
2
Wells Fargo
Wells Fargo
California
-$6.29M
3
PA
Prism Advisors
California
-$5.48M
4
LPL Financial
LPL Financial
California
-$3.88M
5
PAG
Private Advisor Group
New Jersey
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$46.8K -$1.87K -16 -4%
Citigroup
102
Citigroup
New York
$44.4K -$64.3K -550 -59%
PS
103
Principal Securities
Iowa
$38K -$1.4K -12 -4%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$36.3K +$8.78K +75 +32%
AAS
105
Ameritas Advisory Services
Nebraska
$36.2K +$36.2K +309 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
CWM
107
Copia Wealth Management
Oregon
$35K – – –
KFI
108
Key Financial Inc
Pennsylvania
$19.6K +$19.6K +168 New
CFD
109
Creative Financial Designs
Indiana
$15.4K +$15.4K +132 New
BIG
110
Brooklyn Investment Group
New York
$10.4K – – –
SWM
111
Spire Wealth Management
Virginia
$10K -$14.2K -122 -59%
AWM
112
AE Wealth Management
Kansas
$8.3K +$4.79K +41 +137%
BFP
113
Briaud Financial Planning
Texas
$5K +$5K +51 New
NWM
114
Nova Wealth Management
Florida
$4.68K – – –
RCM
115
Richardson Capital Management
Wisconsin
$2.01K – – –
TPWA
116
Twin Peaks Wealth Advisors
California
$844 +$844 +7 New
PWA
117
Physician Wealth Advisors
Utah
$477 – – –
ACP
118
Aveo Capital Partners
Colorado
– -$3.16M -29,185 Closed
FAM
119
Flaharty Asset Management
Florida
– -$232K -2,152 Closed
HAS
120
HBW Advisory Services
California
– -$219K -2,032 Closed
Mariner
121
Mariner
Kansas
– -$203K -1,879 Closed
SS
122
Sunbelt Securities
Texas
– -$89.7K -831 Closed
PA
123
PSI Advisors
Florida
– -$63.4K -588 Closed
S
124
SignatureFD
Georgia
– -$7.36K -68 Closed
OSAM
125
O'Shaughnessy Asset Management
Connecticut
– -$5.39K -50 Closed
2 3 4
5
6