Invesco S&P MidCap 400 Revenue ETF
RWK
105 hedge funds and large institutions have $496M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 16 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 19
10% more capital invested
Capital invested by funds: $453M → $496M (+$43.2M)
2.85% more ownership
Funds ownership: 59.97% → 62.81% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less funds holding
Funds holding: 107 → 105 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.56M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.28M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$5.39M |
| 5 |
ES
Eagle Strategies
New York
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$4.51M |
| 2 |
AA
AlphaQ Advisors
Winter Park,
Florida
|
-$2.23M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.45M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.42M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.38M |
RWK Hedge Fund Activity: Q2 2024 in Review
105 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2024, worth a combined $496M — up 9.6% from $453M a quarter earlier.
Fund positioning in RWK was balanced in Q2 2024: 16 funds opened new positions, 16 closed out, 50 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Fermata Advisors, cutting an estimated $4.51M.
- 105 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2024, down from 107 in Q1 2024.
- Funds reported $496M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2024, up 9.6% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2024 and 16 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2024 was Morgan Stanley, an estimated $27.7M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2024 was Fermata Advisors, an estimated $4.51M sold.
Based on aggregated 13F filings for Q2 2024.