Invesco S&P MidCap 400 Revenue ETF
RWK
85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
6% more funds holding
Funds holding: 80 → 85 (+5)
0% more capital invested
Capital invested by funds: $273M → $273M (+$181K)
2.14% less ownership
Funds ownership: 62.32% → 60.18% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.17M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$2.95M |
| 3 |
ES
Eagle Strategies
New York
|
+$2.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.44M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.22M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$2.07M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.65M |
| 5 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
-$1.65M |
RWK Hedge Fund Activity: Q2 2023 in Review
85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2023, worth a combined $273M — up 0.07% from $273M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RWK positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $3.17M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.
- 85 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2023, up from 80 in Q1 2023.
- Funds reported $273M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2023, up 0.07% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2023 and 9 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2023 was Aveo Capital Partners, an estimated $3.17M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2023 was Morgan Stanley, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2023.