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Invesco S&P MidCap 400 Revenue ETF

78 hedge funds and large institutions have $252M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $240M → $252M (+$12.5M)

1.06% more ownership

Funds ownership: 59.89%60.95% (+1.1%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 8078 (-2)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$39M -$2.84M -31,158 -9%
Morgan Stanley
2
Morgan Stanley
New York
$38.6M -$980K -10,759 -3%
FFW
3
Fusion Family Wealth
New York
$36.9M +$3.54M +38,888 +11%
RW
4
RVW Wealth
California
$33.8M +$145K +1,588 +0.4%
LPL Financial
5
LPL Financial
California
$22.8M +$1.16M +12,721 +5%
Bank of America
6
Bank of America
North Carolina
$16.9M -$107K -1,176 -0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.09M +$451K +4,952 +7%
UBS Group
8
UBS Group
Switzerland
$7M +$1.14M +12,513 +20%
Wells Fargo
9
Wells Fargo
California
$5.4M +$196K +2,148 +4%
Ameriprise
10
Ameriprise
Minnesota
$3.21M +$1.39M +15,247 +78%
ES
11
Eagle Strategies
New York
$3.19M +$1.27M +13,956 +67%
GIA
12
GHP Investment Advisors
Colorado
$3.12M +$3.08M +33,853 New
IRC
13
Investors Research Corp
Georgia
$2.83M -$34K -373 -1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.49M -$922K -10,123 -27%
WA
15
Win Advisors
Florida
$2.44M +$2.41M +26,497 New
C
16
CEDRUS
Colorado
$1.88M +$638K +7,012 +52%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.58M +$438K +4,812 +39%
RCA
18
Resonant Capital Advisors
Wisconsin
$1.5M -$325K -3,564 -18%
PAG
19
Private Advisor Group
New Jersey
$1.43M -$15.5K -170 -1%
KA
20
Klingman & Associates
New York
$1.19M
GM
21
GeoWealth Management
Illinois
$1.16M -$99.4K -1,092 -8%
NA
22
NewEdge Advisors
Louisiana
$1.15M -$23.7K -260 -2%
LA
23
Latitude Advisors
Florida
$1.14M +$791K +8,691 +238%
SCA
24
Snowden Capital Advisors
New York
$965K -$2.64K -29 -0.3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$877K -$91 -1 -0%

RWK Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2022, worth a combined $252M — up 5.2% from $240M a quarter earlier.

Fund positioning in RWK was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Fusion Family Wealth, adding an estimated $3.54M. The largest seller was Osaic Holdings, cutting an estimated $2.84M.

  • 78 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2022, down from 80 in Q4 2021.
  • Funds reported $252M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2022 was Fusion Family Wealth, an estimated $3.54M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2022.