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Invesco S&P MidCap 400 Revenue ETF
RWK

117 hedge funds and large institutions have $522M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.21% less ownership

Funds ownership: 67.27% → 65.06% (-2.2%)

3% less funds holding

Funds holding: 120 → 117 (-3)

13% less capital invested

Capital invested by funds: $598M → $522M (-$76.5M)

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
51
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.34M
2
GWM
Geneos Wealth Management
Colorado
+$2.32M
3
FFW
Fusion Family Wealth
New York
+$2.22M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.93M
5
Ameriprise
Ameriprise
Minnesota
+$1.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.1M
2
SL
Systelligence LLC
Minnesota
-$13.2M
3
SF
Seros Financial
Arizona
-$7.77M
4
SWA
Stratos Wealth Advisors
Ohio
-$5.72M
5
AC
Anson Capital
Georgia
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91.2M -$25.1M -215,930 -20%
LPL Financial
2
LPL Financial
California
$67.9M +$8.34M +71,796 +13%
FFW
3
Fusion Family Wealth
New York
$56.4M +$2.22M +19,143 +4%
Wells Fargo
4
Wells Fargo
California
$35.3M -$2.28M -19,589 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M +$1.68M +14,436 +6%
PA
6
Prism Advisors
California
$19.8M -$463K -3,983 -2%
Bank of America
7
Bank of America
North Carolina
$18.4M +$446K +3,838 +2%
Ameriprise
8
Ameriprise
Minnesota
$17.6M +$1.92M +16,564 +11%
RCA
9
Resonant Capital Advisors
Wisconsin
$17.5M +$909K +7,829 +5%
RW
10
RVW Wealth
California
$14.9M -$659K -5,672 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$12.3M -$849K -7,307 -6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$1.93M +16,624 +17%
UBS Group
13
UBS Group
Switzerland
$10.4M -$89.8K -773 -0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.44M +$965K +8,309 +12%
PAG
15
Private Advisor Group
New Jersey
$7.7M +$810K +6,972 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.52M +$51.3K +442 +0.6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$6.69M +$88.2K +759 +1%
ES
18
Eagle Strategies
New York
$4.9M +$349K +3,005 +7%
IAG
19
Ipsen Advisor Group
Arkansas
$4.6M +$208K +1,791 +4%
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$3.81M -$9.64K -83 -0.2%
GWM
21
Geneos Wealth Management
Colorado
$3.31M +$2.32M +19,963 +187%
ACP
22
Aveo Capital Partners
Colorado
$3.16M +$450K +3,876 +15%
AFP
23
Ausdal Financial Partners
Iowa
$3M +$901K +7,755 +39%
SA
24
Sanctuary Advisors
Indiana
$2.91M -$36.6K -315 -1%
GIA
25
GHP Investment Advisors
Colorado
$2.82M -$79.7K -686 -3%
1
2 3 4 5

RWK Hedge Fund Activity: Q1 2025 in Review

117 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q1 2025, worth a combined $522M — down 13% from $598M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RWK and 10 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 51 added.

The largest buyer was LPL Financial, adding an estimated $8.34M. The largest seller was Morgan Stanley, cutting an estimated $25.1M.

  • 117 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $522M of Invesco S&P MidCap 400 Revenue ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q1 2025 was LPL Financial, an estimated $8.34M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q1 2025 was Morgan Stanley, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.