Invesco S&P MidCap 400 Revenue ETF
59 hedge funds and large institutions have $148M invested in Invesco S&P MidCap 400 Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2.39% less ownership
Funds ownership: 48.43% → 46.04% (-2.4%)
6% less funds holding
Funds holding: 63 → 59 (-4)
20% less capital invested
Capital invested by funds: $185M → $148M (-$37.8M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.84M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.64M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$726K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$589K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$7.07M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
| 3 |
Morgan Stanley
New York
|
-$3.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.2M |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$521K |
RWK Hedge Fund Activity: Q4 2018 in Review
59 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2018, worth a combined $148M — down 20% from $185M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of RWK and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.84M. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $7.07M sold.
- 59 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2018, down from 63 in Q3 2018.
- Funds reported $148M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2018 and 12 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $6.84M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2018 was Madison Investment Holdings, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2018.