We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF

65 hedge funds and large institutions have $178M invested in Invesco S&P MidCap 400 Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 5865 (+7)

11% more capital invested

Capital invested by funds: $161M → $178M (+$17.1M)

2.89% more ownership

Funds ownership: 47.41%50.3% (+2.9%)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.1M -$863K -13,869 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.5M -$1.12M -18,000 -5%
FFW
3
Fusion Family Wealth
New York
$19.3M +$125K +2,010 +0.7%
Wells Fargo
4
Wells Fargo
California
$18.6M +$43.7K +702 +0.2%
UBS Group
5
UBS Group
Switzerland
$15.8M -$254K -4,090 -2%
Bank of America
6
Bank of America
North Carolina
$14.2M -$531K -8,532 -4%
LPL Financial
7
LPL Financial
California
$10.3M -$257K -4,130 -3%
RCA
8
Resonant Capital Advisors
Wisconsin
$7.73M +$7.4M +118,970 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.18M -$3.15M -50,669 -39%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.3M +$2.73M +43,806 +196%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.46M -$351K -5,640 -10%
AG
12
Advisor Group
Arizona
$2.8M -$3.37M -54,173 -56%
MWM
13
Maltin Wealth Management
New Jersey
$2.53M +$2.42M +38,911 New
SWP
14
Stratos Wealth Partners
Ohio
$2.18M -$247K -3,975 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$2.05M +$290K +4,661 +17%
Jane Street
16
Jane Street
New York
$1.86M +$1.11M +17,871 +167%
PAG
17
Private Advisor Group
New Jersey
$1.36M -$135K -2,166 -9%
IRC
18
Investors Research Corp
Georgia
$1.34M +$92.6K +1,488 +8%
Ameriprise
19
Ameriprise
Minnesota
$1.16M -$128K -2,065 -10%
BBA
20
BLB&B Advisors
Pennsylvania
$1.15M
HighTower Advisors
21
HighTower Advisors
Illinois
$1.09M -$121K -1,946 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1M +$10.5K +169 +1%
KA
23
Klingman & Associates
New York
$872K -$9.33K -150 -1%
SCA
24
Snowden Capital Advisors
New York
$842K -$3.48K -56 -0.4%
RJA
25
Raymond James & Associates
Florida
$707K -$148K -2,374 -18%

RWK Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2019, worth a combined $178M — up 11% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RWK positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.73M. The largest seller was Advisor Group, cutting an estimated $3.37M.

  • 65 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2019, up from 58 in Q3 2019.
  • Funds reported $178M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2019 and 4 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $2.73M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2019 was Advisor Group, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2019.