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Invesco S&P MidCap 400 Revenue ETF

59 hedge funds and large institutions have $143M invested in Invesco S&P MidCap 400 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

35% more capital invested

Capital invested by funds: $106M → $143M (+$37.1M)

26% more funds holding

Funds holding: 4759 (+12)

1.72% more ownership

Funds ownership: 53.56%55.28% (+1.7%)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
12
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1
Fusion Family Wealth
New York
$25.7M +$275K +4,307 +1%
RW
2
RVW Wealth
California
$25M +$231K +3,614 +1%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M -$852K -13,320 -4%
Bank of America
4
Bank of America
North Carolina
$13.4M -$299K -4,675 -2%
LPL Financial
5
LPL Financial
California
$10.6M -$217K -3,397 -2%
MCC
6
Money Concepts Capital
Florida
$6.9M +$6.2M +97,032 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.6M -$1.96M -30,675 -25%
Wells Fargo
8
Wells Fargo
California
$4.85M -$427K -6,683 -9%
UBS Group
9
UBS Group
Switzerland
$4.42M -$485K -7,582 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.22M +$2.19M +34,210 +310%
IRC
11
Investors Research Corp
Georgia
$2.26M -$13K -204 -0.6%
RCA
12
Resonant Capital Advisors
Wisconsin
$1.58M -$33.1K -517 -2%
PAG
13
Private Advisor Group
New Jersey
$974K +$7.74K +121 +0.9%
KA
14
Klingman & Associates
New York
$956K
NA
15
NewEdge Advisors
Louisiana
$890K +$384 +6 +0%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$834K -$2.43K -38 -0.3%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$828K +$744K +11,633 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$737K -$12K -187 -2%
SCA
19
Snowden Capital Advisors
New York
$729K -$192 -3 -0%
BSW
20
Buckingham Strategic Wealth
Missouri
$723K -$553K -8,646 -46%
Citadel Advisors
21
Citadel Advisors
Florida
$671K -$808K -12,634 -57%
NFG
22
Nations Financial Group
Iowa
$651K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$645K -$1.92M -30,051 -77%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$572K -$54.2K -848 -10%
CA
25
Claro Advisors
Massachusetts
$537K +$703 +11 +0.1%

RWK Hedge Fund Activity: Q4 2020 in Review

59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2020, worth a combined $143M — up 35% from $106M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.19M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.

  • 59 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $143M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2020 and 1 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2020 was Osaic Holdings, an estimated $2.19M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2020.