Invesco S&P MidCap 400 Revenue ETF
109 hedge funds and large institutions have $551M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 6 closing their positions.
123% more capital inflows, than outflows
Capital inflows: $44.5M | Capital outflows: $20M
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
55% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 31
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more funds holding
Funds holding: 105 → 109 (+4)
0.45% more ownership
Funds ownership: 62.81% → 63.26% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prism Advisors
Studio City,
California
|
+$17.1M |
| 2 |
Morgan Stanley
New York
|
+$8.12M |
| 3 |
Fusion Family Wealth
Woodbury,
New York
|
+$2.47M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.33M |
| 5 |
NWAM LLC
Mercer Island,
Washington
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisory Group
Redmond,
Washington
|
-$5.32M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.99M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.41M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.31M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$968K |
RWK Hedge Fund Activity: Q3 2024 in Review
109 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2024, worth a combined $551M — up 11% from $496M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RWK positions and 6 closed out — a net gain of 5 holders — while 48 added to existing stakes and 31 trimmed.
The largest buyer was Prism Advisors, opening a new position worth an estimated $17.1M. The largest seller was Private Advisory Group, exiting entirely with an estimated $5.32M sold.
- 109 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2024, up from 105 in Q2 2024.
- Funds reported $551M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 11 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2024 and 6 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2024 was Prism Advisors, an estimated $17.1M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2024 was Private Advisory Group, an estimated $5.32M sold.
Based on aggregated 13F filings for Q3 2024.