RWK icon

Invesco S&P MidCap 400 Revenue ETF
RWK

Overview Fund Activity

39 hedge funds and large institutions have $110M invested in Invesco S&P MidCap 400 Revenue ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
14
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.6M
3
FFW
3
Fusion Family Wealth
New York
$6.42M
4
LPL Financial
4
LPL Financial
California
$7.02M
5
Ameriprise
5
Ameriprise
Minnesota
$2.08M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
UBS Group
2
UBS Group
Switzerland
$8.87M
3
BBA
3
BLB&B Advisors
Pennsylvania
$2.01M
4
US Bancorp
4
US Bancorp
Minnesota
$635K
5
MFS
5
MSI Financial Services
Massachusetts
$40K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.6M 435,493 +142,339 +49%
Bank of America
2
Bank of America
North Carolina
$20.2M 374,143 +156,331 +72%
Wells Fargo
3
Wells Fargo
California
$15.6M 288,615 -1,369 -0.5%
UBS Group
4
UBS Group
Switzerland
$8.87M 164,018 -29,378 -15%
LPL Financial
5
LPL Financial
California
$7.02M 128,646 +67,570 +111%
FFW
6
Fusion Family Wealth
New York
$6.42M 117,181 +117,181 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.09M 112,562 +31,357 +39%
MIH
8
Madison Investment Holdings
Wisconsin
$4.74M 87,655 +2,998 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.19M 59,029 +16,274 +38%
Ameriprise
10
Ameriprise
Minnesota
$2.08M 38,439 +38,439 New
BBA
11
BLB&B Advisors
Pennsylvania
$2.01M 37,065 -7,060 -16%
AG
12
Advisor Group
Arizona
$1.87M 34,648 +27,477 +383%
PAG
13
Private Advisor Group
New Jersey
$1.48M 26,917 -322 -1%
RJA
14
Raymond James & Associates
Florida
$1.37M 25,289 +25,289 New
KA
15
Klingman & Associates
New York
$901K 16,664 – –
SCA
16
Snowden Capital Advisors
New York
$792K 14,642 +2,371 +19%
US Bancorp
17
US Bancorp
Minnesota
$635K 11,736 -1,652 -12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$605K 11,183 +227 +2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$431K 7,970 +692 +10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$389K 7,196 +2,001 +39%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$326K 6,029 +449 +8%
WEC
22
Winslow Evans & Crocker
Massachusetts
$302K 5,576 -264 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$282K 5,217 +383 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$227K 4,188 – –
VKH
25
Virtu KCG Holdings
New York
$216K 3,987 +3,987 New
1
2