Invesco S&P MidCap 400 Revenue

RWK • ARCA

Invesco S&P MidCap 400 Revenue is an exchange-traded fund focused on the investment advice sector on ARCA. As of Q3 2025, 116 institutional investors hold shares in this ETF, with total holdings valued at $697.6M. MORGAN STANLEY is the largest holder with a position valued at $109.2M.

INVESTMENT ADVICE

Country

United States of America

Overview

Overview of institutional ownership in RWK as of Q3 2025

All Institutions

Institutions: 116
Value Held: $697.6M
Shares Held: 5.6M
Avg Position: $6.0M
Median Position: $703.5K

Hedge Funds

Hedge Funds: 1
Value Held: $439.7K
Shares Held: 3.5K
Avg Position: $439.7K
Median Position: $439.7K

Biggest Investors

Institutions with the largest positions in RWK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$109.2M 0.01% of portfolio	873.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$73.2M 0.02% of portfolio	585.3K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$72.0M 0.02% of portfolio	575.7K shares	Q4 2016 Held for 8y 11m	$433.11B
Fusion Family Wealth LLC RIA/Wealth	Jonathan Russell Blau CEO	$64.9M 4.86% of portfolio	519.4K shares	Q4 2016 Held for 8y 11m	$1.3B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$64.7M 0.53% of portfolio	517.3K shares	Q3 2025 Held for 2 months	$12.2B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$31.7M 0.01% of portfolio	253.6K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$31.7M 0.00% of portfolio	253.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
A Advisor Group Holdings, Inc. Institution	-	$30.2M 0.04% of portfolio	240.2K shares	Q1 2020 Held for 5y 8m	$71.0B
Resonant Capital Advisors, LLC RIA/Wealth	Benjamin Nathan Dickey CEO	$19.9M 1.16% of portfolio	159.1K shares	Q4 2019 Held for 5y 11m	$1.7B
RVW Wealth, LLC RIA/Wealth	Selwyn Gerber President	$17.1M 1.33% of portfolio	136.4K shares	Q1 2020 Held for 5y 8m	$1.3B

Net Capital Flow

Institutional buying and selling activity for RWK in Q3 2025

Traded: +$122.9M
Buyers: 58
Sellers: 48
Total Bought: +$159.1M
Total Sold: −$36.2M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$64.7M +517.3K shares	$64.7M 517.3K shares
AMERIPRISE FINANCIAL INC Institution	+$59.0M +472.1K shares	$72.0M 575.7K shares
BANK OF AMERICA CORP /DE/ Institution	+$9.7M +77.8K shares	$31.7M 253.3K shares
E EverSource Wealth Advisors, LLC RIA/Wealth	+$5.6M +44.9K shares	$5.6M 44.9K shares
CWM, LLC RIA/Wealth	+$4.0M +31.6K shares	$4.0M 31.9K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$2.5M +20.0K shares	$3.8M 30.0K shares
N NWAM LLC Institution	+$2.3M +18.9K shares	$4.9M 39.6K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.6M +13.1K shares	$6.3M 50.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.5M +12.1K shares	$2.4M 19.3K shares
MORGAN STANLEY RIA/Wealth	+$1.4M +11.5K shares	$109.2M 873.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
P Personal Resources Investment & Strategic Management, Inc. RIA/Wealth	−$15.4M −123.6K shares	$1.6M 12.8K shares
Eagle Strategies LLC RIA/Wealth	−$5.5M −46.7K shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$2.5M −20.2K shares	$31.7M 253.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$2.0M −15.6K shares	$9.3M 74.2K shares
Integrated Wealth Concepts LLC RIA/Wealth	−$1.6M −12.7K shares	$1.4M 11.4K shares
L LPL Financial LLC Institution	−$1.3M −10.8K shares	$73.2M 585.3K shares
Investors Research Corp RIA/Wealth	−$1.2M −10.0K shares	$774.4K 6.2K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$779.3K −6.2K shares	$254.5K 2.0K shares
Janney Montgomery Scott LLC RIA/Wealth	−$769.7K −6.2K shares	$700.2K 5.6K shares
Change Path, LLC RIA/Wealth	−$528.8K −4.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RWK in Q3 2025

New Positions: 9
New Value: $71.5M
Exited Positions: 13
Exited Value: $7.5M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$64.7M 517.3K shares
E EverSource Wealth Advisors, LLC RIA/Wealth	$5.6M 44.9K shares
Sontag Advisory, LLC RIA/Wealth	$484.4K 3.9K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$439.7K 3.5K shares
Essex Financial Services, Inc. RIA/Wealth	$204.8K 1.6K shares
MAI Wealth Advisors RIA/Wealth	$86.9K 695.0 shares
Cornerstone Planning Group LLC RIA/Wealth	$18.0K 146.0 shares
R Root Financial Partners, LLC RIA/Wealth	$9.6K 76.0 shares
V Versant Capital Management, Inc RIA/Wealth	$4.8K 38.0 shares

Exited Positions

Institution	Previous Position
Eagle Strategies LLC RIA/Wealth	$5.5M 46.7K shares
Change Path, LLC RIA/Wealth	$528.8K 4.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$427.0K 3.7K shares
J JANE STREET GROUP, LLC Institution	$314.9K 2.7K shares
Flaharty Asset Management, LLC RIA/Wealth	$235.8K 2.0K shares
T TWO SIGMA SECURITIES, LLC Institution	$228.8K 2.0K shares
C Colony Group, LLC Institution	$210.0K 1.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$101.0K 864.0 shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	$15.4K 132.0 shares
S Skopos Labs, Inc. RIA/Wealth	$10.4K 89.0 shares

Options Activity

Institutions with the largest Call and Put options positions in RWK as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with RWK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fusion Family Wealth LLC RIA/Wealth	Jonathan Russell Blau CEO	4.86% $64.9M	519.4K shares	Q4 2016 Held for 8y 11m	$1.3B
Ipsen Advisor Group LLC RIA/Wealth	Loren Marshall Ipsen CEO	4.06% $5.6M	45.1K shares	Q4 2024 Held for 11 months	$139.0M
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth	Michael Ambrose Ryan President	2.81% $4.4M	35.2K shares	Q4 2024 Held for 11 months	$156.0M
RVW Wealth, LLC RIA/Wealth	Selwyn Gerber President	1.33% $17.1M	136.4K shares	Q1 2020 Held for 5y 8m	$1.3B
Resonant Capital Advisors, LLC RIA/Wealth	Benjamin Nathan Dickey CEO	1.16% $19.9M	159.1K shares	Q4 2019 Held for 5y 11m	$1.7B
A Anson Capital, Inc. Institution	-	0.66% $845.1K	6.8K shares	Q1 2023 Held for 2y 8m	$128.2M
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	0.53% $64.7M	517.3K shares	Q3 2025 Held for 2 months	$12.2B
P Personal Resources Investment & Strategic Management, Inc. RIA/Wealth	Mcginnis Andrew Mccoy President	0.47% $1.6M	12.8K shares	Q3 2024 Held for 1y 2m	$342.2M
Vantage Financial Partners, LLC RIA/Wealth	William Matthew Mccormick CEO	0.41% $1.9M	15.3K shares	Q2 2024 Held for 1y 5m	$468.9M
WILLNER & HELLER, LLC RIA/Wealth	Kenneth Lee Willner Partner	0.37% $477.1K	3.8K shares	Q1 2024 Held for 1y 8m	$129.9M

Hedge Fund Spotlight

Discover hedge funds investing in RWK

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Invesco S&P MidCap 400 Revenue

Market Value: $439.7K
Shares Held: 3.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%