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Invesco S&P MidCap 400 Revenue ETF

117 hedge funds and large institutions have $701M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $545M → $701M (+$156M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0.85% more ownership

Funds ownership: 66.61%67.46% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 120117 (-3)

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
46
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M +$1.41M +11,494 +1%
LPL Financial
2
LPL Financial
California
$73.2M -$1.33M -10,769 -2%
Ameriprise
3
Ameriprise
Minnesota
$72M +$58.1M +472,081 +456%
FFW
4
Fusion Family Wealth
New York
$64.9M -$341K -2,769 -0.5%
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$64.7M +$63.7M +517,325 New
Wells Fargo
6
Wells Fargo
California
$31.7M -$2.49M -20,198 -7%
Bank of America
7
Bank of America
North Carolina
$31.7M +$9.58M +77,834 +44%
Osaic Holdings
8
Osaic Holdings
Arizona
$30.2M +$30K +244 +0.1%
RCA
9
Resonant Capital Advisors
Wisconsin
$19.9M -$326K -2,651 -2%
RW
10
RVW Wealth
California
$17.1M -$128K -1,040 -0.8%
Raymond James Financial
11
Raymond James Financial
Florida
$16.2M +$423K +3,436 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$548K +4,449 +4%
UBS Group
13
UBS Group
Switzerland
$10.6M +$474K +3,852 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.28M -$1.92M -15,601 -17%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$8.31M +$262K +2,132 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.15M -$165K -1,341 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.26M +$1.62M +13,149 +36%
IAG
18
Ipsen Advisor Group
Arkansas
$5.64M +$51.5K +418 +0.9%
EWA
19
EverSource Wealth Advisors
Alabama
$5.62M +$5.53M +44,928 New
MML Investors Services
20
MML Investors Services
Massachusetts
$5.35M +$181K +1,469 +4%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$5.2M +$1.06M +8,589 +26%
NL
22
NWAM LLC
Washington
$4.95M +$79.5K +646 +2%
PAG
23
Private Advisor Group
New Jersey
$4.7M -$249K -2,025 -5%
MSWA
24
Marshall & Sterling Wealth Advisors
New York
$4.39M +$7.02K +57 +0.2%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$3.99M +$3.89M +31,619 +10,333%

RWK Hedge Fund Activity: Q3 2025 in Review

117 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Revenue ETF (RWK) for Q3 2025, worth a combined $701M — up 29% from $545M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RWK and 12 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 46 added.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $63.7M. The largest seller was Prism Advisors, cutting an estimated $15.2M.

  • 117 institutional investors held Invesco S&P MidCap 400 Revenue ETF (RWK) as of Q3 2025, down from 120 in Q2 2025.
  • Funds reported $701M of Invesco S&P MidCap 400 Revenue ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 Revenue ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Revenue ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $63.7M added.
  • The largest Invesco S&P MidCap 400 Revenue ETF seller in Q3 2025 was Prism Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2025.