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Invesco S&P MidCap 400 Revenue ETF
RWK

72 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $201M → $236M (+$35M)

1.68% more ownership

Funds ownership: 60.98% → 62.65% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 74 → 72 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.92M
2
FFW
Fusion Family Wealth
New York
+$5.33M
3
LPL Financial
LPL Financial
California
+$3.22M
4
EH
Equitable Holdings
New York
+$2M
5
RJA
Raymond James & Associates
Florida
+$1.56M

Top Sellers

1
RW
RVW Wealth
California
-$8.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$745K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$466K
5
Bank of America
Bank of America
North Carolina
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61M +$1.28M +15,110 +2%
FFW
2
Fusion Family Wealth
New York
$38.7M +$5.33M +62,731 +16%
LPL Financial
3
LPL Financial
California
$31.2M +$3.22M +37,923 +12%
RW
4
RVW Wealth
California
$20.4M -$8.78M -103,379 -30%
Bank of America
5
Bank of America
North Carolina
$14M -$464K -5,463 -3%
Wells Fargo
6
Wells Fargo
California
$12.5M +$6.92M +81,469 +128%
RCA
7
Resonant Capital Advisors
Wisconsin
$7.2M +$278K +3,274 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.1M +$137K +1,613 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.98M -$1.5M -17,609 -20%
UBS Group
10
UBS Group
Switzerland
$4.47M +$31.6K +372 +0.7%
GIA
11
GHP Investment Advisors
Colorado
$2.68M -$131K -1,539 -5%
IRC
12
Investors Research Corp
Georgia
$2.62M -$1.61K -19 -0.1%
RJA
13
Raymond James & Associates
Florida
$2.37M +$1.56M +18,397 +199%
EH
14
Equitable Holdings
New York
$2.02M +$2M +23,544 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.81M +$835K +9,833 +87%
Ameriprise
16
Ameriprise
Minnesota
$1.74M +$169K +1,994 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.61M +$765K +9,001 +93%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.14M -$160K -1,885 -12%
NA
19
NewEdge Advisors
Louisiana
$1.11M +$55.8K +657 +5%
KA
20
Klingman & Associates
New York
$1.11M – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$981K +$186K +2,189 +24%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$947K -$466K -5,483 -33%
SCA
23
Snowden Capital Advisors
New York
$896K – – –
AA
24
Ancora Advisors
Ohio
$848K +$235K +2,763 +39%
NFG
25
Nations Financial Group
Iowa
$782K – – –
1
2 3 4

RWK Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2022, worth a combined $236M — up 17% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RWK and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $6.92M. The largest seller was RVW Wealth, cutting an estimated $8.78M.

  • 72 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $236M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2022 was Wells Fargo, an estimated $6.92M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2022 was RVW Wealth, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.