Invesco S&P MidCap 400 Revenue ETF
68 hedge funds and large institutions have $212M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
49% more capital invested
Capital invested by funds: $143M → $212M (+$69.8M)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
15% more funds holding
Funds holding: 59 → 68 (+9)
0.54% more ownership
Funds ownership: 55.28% → 55.83% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.8M |
| 2 |
Morgan Stanley
New York
|
+$4.53M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.49M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.31M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$7.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$925K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$671K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$645K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$592K |
RWK Hedge Fund Activity: Q1 2021 in Review
68 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2021, worth a combined $212M — up 49% from $143M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RWK positions and 4 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $24.8M. The largest seller was Money Concepts Capital, cutting an estimated $7.67M.
- 68 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2021, up from 59 in Q4 2020.
- Funds reported $212M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2021, up 49% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2021 was Osaic Holdings, an estimated $24.8M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2021 was Money Concepts Capital, an estimated $7.67M sold.
Based on aggregated 13F filings for Q1 2021.