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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
HPC
101
HM Payson & Co
Maine
$51.3K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$51.1K +$985 +8 +2%
Citigroup
103
Citigroup
New York
$47.5K – – –
PS
104
Principal Securities
Iowa
$40.6K – – –
Russell Investments Group
105
Russell Investments Group
United Kingdom
$38.8K – – –
AAS
106
Ameritas Advisory Services
Nebraska
$38.8K +$123 +1 +0.3%
CWM
107
Copia Wealth Management
Oregon
$37.4K – – –
FLP
108
Financial Life Planners
Arizona
$22.1K +$21.7K +176 New
KFI
109
Key Financial Inc
Pennsylvania
$21K – – –
CPG
110
Cornerstone Planning Group
New Jersey
$18K +$18K +146 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$13.2K +$12.9K +105 New
SWM
112
Spire Wealth Management
Virginia
$10.7K – – –
RFP
113
Root Financial Partners
California
$9.56K +$9.36K +76 New
AWM
114
AE Wealth Management
Kansas
$6.13K -$2.71K -22 -31%
VCM
115
Versant Capital Management
Arizona
$4.75K +$4.68K +38 New
RCM
116
Richardson Capital Management
Wisconsin
$2.03K -$123 -1 -6%
PWA
117
Physician Wealth Advisors
Utah
$512 – – –
ES
118
Eagle Strategies
New York
– -$5.46M -46,682 Closed
CW
119
CreativeOne Wealth
Kansas
– -$529K -4,524 Closed
Citadel Advisors
120
Citadel Advisors
Florida
– -$427K -3,653 Closed
Jane Street
121
Jane Street
New York
– -$315K -2,694 Closed
FAM
122
Flaharty Asset Management
Florida
– -$236K -2,017 Closed
TSS
123
Two Sigma Securities
New York
– -$229K -1,957 Closed
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
– -$210K -1,796 Closed
AAP
125
Arax Advisory Partners
Colorado
– -$101K -864 Closed
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.