Invesco S&P MidCap 400 Revenue ETF
RWK
117 hedge funds and large institutions have $522M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 11 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2.21% less ownership
Funds ownership: 67.27% → 65.06% (-2.2%)
3% less funds holding
Funds holding: 120 → 117 (-3)
13% less capital invested
Capital invested by funds: $598M → $522M (-$76.5M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.34M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.32M |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$2.22M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.93M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.1M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$13.2M |
| 3 |
SF
Seros Financial
Tempe,
Arizona
|
-$7.77M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.72M |
| 5 |
AC
Anson Capital
Tyrone,
Georgia
|
-$4.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFW
126
Brady Family Wealth
Saint Louis,
Missouri
| – | -$224K | -1,928 | Closed |
|
127
Focus Partners Wealth
Boston,
Massachusetts
| – | -$209K | -1,796 | Closed |
|
|
FLP
128
Financial Life Planners
Tempe,
Arizona
| – | -$64.9K | -559 | Closed |
|
RWK Hedge Fund Activity: Q1 2025 in Review
117 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2025, worth a combined $522M — down 13% from $598M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of RWK and 10 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 51 added.
The largest buyer was LPL Financial, adding an estimated $8.34M. The largest seller was Morgan Stanley, cutting an estimated $25.1M.
- 117 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2025, down from 120 in Q4 2024.
- Funds reported $522M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2025, down 13% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2025 and 11 closed out, a net change of -1 holder.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2025 was LPL Financial, an estimated $8.34M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2025 was Morgan Stanley, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2025.