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Invesco S&P MidCap 400 Revenue ETF

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: 117120 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crewe Advisors
Utah
$103K
AAP
102
Arax Advisory Partners
Colorado
$101K
HPC
103
HM Payson & Co
Maine
$47.9K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$46.8K -$1.75K -16 -4%
Citigroup
105
Citigroup
New York
$44.4K -$60.2K -550 -59%
PS
106
Principal Securities
Iowa
$38K -$1.31K -12 -4%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$36.3K +$8.21K +75 +32%
AAS
108
Ameritas Advisory Services
Nebraska
$36.2K +$33.8K +309 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$36K
CWM
110
Copia Wealth Management
Oregon
$35K
KFI
111
Key Financial Inc
Pennsylvania
$19.6K +$18.4K +168 New
CFD
112
Creative Financial Designs
Indiana
$15.4K +$14.4K +132 New
BIG
113
Brooklyn Investment Group
New York
$10.4K
SWM
114
Spire Wealth Management
Virginia
$10K -$13.4K -122 -59%
AWM
115
AE Wealth Management
Kansas
$8.3K +$4.49K +41 +137%
BFP
116
Briaud Financial Planning
Texas
$5K +$5.58K +51 New
NWM
117
Nova Wealth Management
Florida
$4.68K
RCM
118
Richardson Capital Management
Wisconsin
$2.01K
TPWA
119
Twin Peaks Wealth Advisors
California
$844 +$766 +7 New
PWA
120
Physician Wealth Advisors
Utah
$477
ACP
121
Aveo Capital Partners
Colorado
-$3.16M -29,185 Closed
HAS
122
HBW Advisory Services
California
-$219K -2,032 Closed
Mariner
123
Mariner
Kansas
-$203K -1,879 Closed
SS
124
Sunbelt Securities
Texas
-$89.7K -831 Closed
PA
125
PSI Advisors
Florida
-$63.4K -588 Closed

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.