Invesco S&P MidCap 400 Revenue ETF
RWK
120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
11% more funds holding
Funds holding: 108 → 120 (+12)
9% more capital invested
Capital invested by funds: $550M → $598M (+$47.8M)
4.06% more ownership
Funds ownership: 63.21% → 67.27% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.4M |
| 2 |
Morgan Stanley
New York
|
+$6.32M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
+$4.19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.99M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.33M |
| 3 |
GS
GTS Securities
New York
|
-$1.11M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$558K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$497K |
RWK Hedge Fund Activity: Q4 2024 in Review
120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q4 2024, worth a combined $598M — up 8.7% from $550M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new RWK positions and 8 closed out — a net gain of 16 holders — while 45 added to existing stakes and 31 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $14.4M. The largest seller was Systelligence LLC, cutting an estimated $2.99M.
- 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $598M of Invesco S&P MidCap 400 Revenue ETF stock for Q4 2024, up 8.7% quarter-over-quarter.
- 24 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
- The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q4 2024 was Osaic Holdings, an estimated $14.4M added.
- The largest Invesco S&P MidCap 400 Revenue ETF seller in Q4 2024 was Systelligence LLC, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2024.