Invesco S&P MidCap 400 Revenue ETF
RWK
107 hedge funds and large institutions have $453M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
5% more funds holding
Funds holding: 102 → 107 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $468M → $453M (-$15.4M)
12.38% less ownership
Funds ownership: 72.34% → 59.97% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.76M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.57M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.7M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$4.11M |
| 3 |
ES
Eagle Strategies
New York
|
-$3.14M |
| 4 |
GS
GTS Securities
New York
|
-$2.61M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.75M |
RWK Hedge Fund Activity: Q1 2024 in Review
107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2024, worth a combined $453M — down 3.3% from $468M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RWK positions and 11 closed out — a net gain of 5 holders — while 44 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $67.7M.
- 107 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2024, up from 102 in Q4 2023.
- Funds reported $453M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2024, down 3.3% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2024 and 11 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2024 was UBS Group, an estimated $4.62M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $67.7M sold.
Based on aggregated 13F filings for Q1 2024.