Invesco S&P MidCap 400 Revenue ETF
RWK
39 hedge funds and large institutions have $147M invested in Invesco S&P MidCap 400 Revenue ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 5 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
34% more capital invested
Capital invested by funds: $110M → $147M (+$37.1M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3.48% more ownership
Funds ownership: 45.22% → 48.7% (+3.5%)
0% more funds holding
Funds holding: 39 → 39 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.54M |
| 3 |
Morgan Stanley
New York
|
+$5.12M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.29M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.77M |
| 2 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
-$387K |
| 3 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$259K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$216K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$76.2K |
RWK Hedge Fund Activity: Q1 2017 in Review
39 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2017, worth a combined $147M — up 34% from $110M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RWK positions and 5 closed out — a net gain of 1 holder — while 19 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.76M. The largest seller was Bank of America, cutting an estimated $5.77M.
- 39 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $147M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2017, up 34% quarter-over-quarter.
- 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2017 and 5 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2017 was LPL Financial, an estimated $7.76M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2017 was Bank of America, an estimated $5.77M sold.
Based on aggregated 13F filings for Q1 2017.