Invesco S&P MidCap 400 Revenue ETF
23 hedge funds and large institutions have $70.5M invested in Invesco S&P MidCap 400 Revenue ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
35% more funds holding
Funds holding: 17 → 23 (+6)
17% more capital invested
Capital invested by funds: $60.2M → $70.5M (+$10.3M)
2.45% less ownership
Funds ownership: 48.4% → 45.95% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.37M |
| 2 |
SG Americas Securities
New York
|
+$1.79M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$777K |
| 4 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
+$645K |
| 5 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$851K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$287K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$210K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$24.5K |
RWK Hedge Fund Activity: Q3 2013 in Review
23 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2013, worth a combined $70.5M — up 17% from $60.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RWK positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.37M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.71M sold.
- 23 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2013, up from 17 in Q2 2013.
- Funds reported $70.5M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2013, up 17% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2013 and 1 closed out, a net change of +6 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2013 was Morgan Stanley, an estimated $3.37M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2013 was Susquehanna International Group, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2013.