We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF

52 hedge funds and large institutions have $101M invested in Invesco S&P MidCap 400 Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5152 (+1)

1% more capital invested

Capital invested by funds: $100M → $101M (+$984K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 50.23%49.74% (-0.49%)

73% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 26

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M -$1.89M -39,340 -10%
RW
2
RVW Wealth
California
$17.8M -$2.62M -54,436 -14%
FFW
3
Fusion Family Wealth
New York
$16.4M -$2.76M -57,221 -15%
Bank of America
4
Bank of America
North Carolina
$9.78M +$117K +2,427 +1%
LPL Financial
5
LPL Financial
California
$8.38M +$47.5K +987 +0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.94K +61 +0.1%
UBS Group
7
UBS Group
Switzerland
$4.71M -$3.66M -75,940 -45%
Wells Fargo
8
Wells Fargo
California
$3.87M -$3.29M -68,214 -48%
IRC
9
Investors Research Corp
Georgia
$1.71M +$221K +4,598 +16%
Citadel Advisors
10
Citadel Advisors
Florida
$1.32M +$1.23M +25,628 New
RCA
11
Resonant Capital Advisors
Wisconsin
$1.25M -$3.79M -78,678 -76%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$763K +$715K +14,837 New
PAG
13
Private Advisor Group
New Jersey
$730K -$156K -3,244 -19%
KA
14
Klingman & Associates
New York
$691K
Osaic Holdings
15
Osaic Holdings
Arizona
$664K -$1.6M -33,195 -72%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$660K -$151K -3,144 -20%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$604K +$565K +11,739 New
NA
18
NewEdge Advisors
Louisiana
$587K +$550K +11,414 New
SCA
19
Snowden Capital Advisors
New York
$536K -$50.2K -1,043 -9%
NFG
20
Nations Financial Group
Iowa
$511K
TAIM
21
TD Ameritrade Investment Management
Nebraska
$508K -$736K -15,290 -61%
SWP
22
Stratos Wealth Partners
Ohio
$491K -$1.1M -22,889 -71%
RJA
23
Raymond James & Associates
Florida
$464K -$49.4K -1,025 -10%
Jane Street
24
Jane Street
New York
$446K +$418K +8,671 New
CA
25
Claro Advisors
Massachusetts
$387K -$143K -2,978 -28%

RWK Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2020, worth a combined $101M — up 0.98% from $100M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RWK positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 26 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.23M. The largest seller was Resonant Capital Advisors, cutting an estimated $3.79M.

  • 52 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2020, up from 51 in Q1 2020.
  • Funds reported $101M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2020, up 0.98% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.23M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2020 was Resonant Capital Advisors, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2020.