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Invesco S&P MidCap 400 Revenue ETF

120 hedge funds and large institutions have $545M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 117120 (+3)

1.54% more ownership

Funds ownership: 65.06%66.61% (+1.5%)

4% more capital invested

Capital invested by funds: $522M → $545M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
42
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$1.77M +16,216 +2%
LPL Financial
2
LPL Financial
California
$69.7M -$3.64M -33,216 -5%
FFW
3
Fusion Family Wealth
New York
$61M -$42.5K -388 -0.1%
Wells Fargo
4
Wells Fargo
California
$32M -$5.89M -53,774 -16%
Osaic Holdings
5
Osaic Holdings
Arizona
$28M -$1.31M -11,998 -5%
Bank of America
6
Bank of America
North Carolina
$20.5M +$507K +4,633 +3%
RCA
7
Resonant Capital Advisors
Wisconsin
$18.9M -$86.6K -791 -0.5%
RW
8
RVW Wealth
California
$16.1M -$26.4K -241 -0.2%
PA
9
Prism Advisors
California
$15.9M -$5.13M -46,861 -26%
Raymond James Financial
10
Raymond James Financial
Florida
$14.8M +$1.38M +12,639 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$306K +2,799 +2%
Ameriprise
12
Ameriprise
Minnesota
$12.1M -$6.54M -59,783 -37%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M +$1.27M +11,627 +15%
UBS Group
14
UBS Group
Switzerland
$9.42M -$1.73M -15,801 -16%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$299K +2,733 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.78M -$351K -3,210 -5%
ES
17
Eagle Strategies
New York
$5.46M +$140K +1,275 +3%
IAG
18
Ipsen Advisor Group
Arkansas
$5.22M +$226K +2,061 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.83M +$1.71M +15,593 +61%
NL
20
NWAM LLC
Washington
$4.65M +$2.01M +18,349 +89%
PAG
21
Private Advisor Group
New Jersey
$4.63M -$3.47M -31,731 -44%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.31M +$1.65M +15,059 +69%
MSWA
23
Marshall & Sterling Wealth Advisors
New York
$4.1M -$23.4K -214 -0.6%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.86M +$745K +6,802 +26%
SA
25
Sanctuary Advisors
Indiana
$3.11M -$39.6K -362 -1%

RWK Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q2 2025, worth a combined $545M — up 4.4% from $522M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWK positions and 9 closed out — a net gain of 4 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was NWAM LLC, adding an estimated $2.01M. The largest seller was Ameriprise, cutting an estimated $6.54M.

  • 120 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $545M of Invesco S&P MidCap 400 Revenue ETF stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q2 2025 was NWAM LLC, an estimated $2.01M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2025.