Invesco S&P MidCap 400 Revenue ETF
RWK
88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more capital invested
Capital invested by funds: $273M → $332M (+$59.4M)
4.36% more ownership
Funds ownership: 60.18% → 64.54% (+4.4%)
4% more funds holding
Funds holding: 85 → 88 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$15.1M |
| 2 |
Morgan Stanley
New York
|
+$9.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.25M |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
+$6.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$713K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$694K |
| 3 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
-$489K |
| 4 |
GS
GTS Securities
New York
|
-$453K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$411K |
RWK Hedge Fund Activity: Q3 2023 in Review
88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2023, worth a combined $332M — up 22% from $273M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RWK positions and 6 closed out — a net gain of 4 holders — while 39 added to existing stakes and 20 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $15.1M. The largest seller was Susquehanna International Group, cutting an estimated $713K.
- 88 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2023, up from 85 in Q2 2023.
- Funds reported $332M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2023, up 22% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2023 and 6 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2023 was Systelligence LLC, an estimated $15.1M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2023 was Susquehanna International Group, an estimated $713K sold.
Based on aggregated 13F filings for Q3 2023.