Free Trial

Invesco S&P MidCap 400 Revenue ETF (RWK) Institutional Ownership

→ Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad)
Free RWK Stock Alerts
$111.93
-0.03 (-0.03%)
(As of 05:12 PM ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$87.10M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$20.37M
Get RWK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap 400 Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RWK Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 Revenue ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.5,103$587K0.0%+12.3%0.076%
5/8/2024Thoroughbred Financial Services LLC7,915$911K0.1%-17.1%0.118%
5/7/2024Anson Capital Inc.42,503$4.89M7.0%+6.0%0.636%
5/4/2024 9258 Wealth Management LLC8,073$929K0.1%+146.9%0.121%
5/1/2024 Resonant Capital Advisors LLC136,187$15.68M1.3%+4.9%2.039%
4/30/2024 Private Advisor Group LLC59,980$6.90M0.0%+4.6%0.898%
4/30/2024 SpiderRock Advisors LLC5,607$614K0.0%N/A0.084%
4/29/2024Commonwealth Equity Services LLC45,826$5.28M0.0%+15.8%0.686%
4/23/2024 Nations Financial Group Inc. IA ADV1,767$203K0.0%-65.1%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.19,409$2.23M0.0%+13.4%0.295%
4/22/2024 Raymond James & Associates83,001$9.55M0.0%-2.4%1.261%
4/17/2024 Founders Financial Securities LLC8,776$1.01M0.1%-6.6%0.133%
4/12/2024 Fermata Advisors LLC43,972$5.06M1.1%-27.2%0.668%
4/12/2024 Systelligence LLC143,214$16.48M4.3%-0.4%2.786%
4/8/2024 RVW Wealth LLC168,454$19.39M2.0%-2.7%3.277%
2/13/2024Anson Capital Inc.40,084$4.21M6.9%+17.1%0.780%
2/12/2024Avestar Capital LLC3,023$318K0.0%N/A0.059%
2/12/2024Steward Partners Investment Advisory LLC3,498$367K0.0%+5.3%0.068%
2/9/2024Tidemark LLC1,400$147K0.1%N/A0.027%
2/9/2024Crewe Advisors LLC1,041$109K0.0%N/A0.020%
2/9/2024Wells Fargo & Company MN326,429$34.29M0.0%+31.1%6.351%
2/9/2024Thoroughbred Financial Services LLC9,544$1.00M0.1%N/A0.186%
2/9/2024UBS Group AG75,382$7.92M0.0%+8.7%1.467%
2/8/2024 Janney Montgomery Scott LLC4,904$515K0.0%+14.2%0.095%
2/7/2024Avantax Advisory Services Inc.4,544$477K0.0%N/A0.088%
2/7/2024Northwest Financial Advisors295$31K0.0%N/A0.006%
2/6/2024 Private Advisor Group LLC57,335$6.02M0.0%+53.0%1.115%
2/6/2024 9258 Wealth Management LLC3,270$343K0.1%-36.5%0.064%
2/6/2024 Aveo Capital Partners LLC34,158$3.59M0.4%-3.6%0.665%
2/6/2024 Great Valley Advisor Group Inc.2,006$211K0.0%N/A0.039%
2/1/2024 Sigma Planning Corp6,308$663K0.1%-55.8%0.123%
2/1/2024 First Command Advisory Services Inc.483$51K0.0%N/A0.009%
1/31/2024 Resonant Capital Advisors LLC129,883$13.64M1.3%+5.2%2.527%
1/31/2024 Western Wealth Management LLC12,846$1.35M0.1%+5.7%0.250%
1/30/2024 Investors Research Corp28,097$2.95M0.7%-0.8%0.547%
1/29/2024 AlphaQ Advisors LLC16,571$1.74M1.2%N/A0.322%
1/29/2024Fusion Family Wealth LLC451,546$47.43M5.3%-1.3%8.785%
1/26/2024 GHP Investment Advisors Inc.28,159$2.96M0.2%-1.9%0.548%
1/26/2024 Eagle Strategies LLC29,926$3.14M0.7%+3.8%0.582%
1/26/2024 Geneos Wealth Management Inc.4,737$498K0.0%+40.6%0.092%
AI “wealth window” is closing June 25th (Ad)

Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

I put together this personal video [HERE]…
1/24/2024 Stratos Wealth Advisors LLC45,101$4.74M0.3%+1.5%0.877%
1/19/2024 Fifth Third Bancorp500$53K0.0%N/A0.010%
1/19/2024 Fermata Advisors LLC60,419$6.35M1.5%-5.2%1.175%
1/19/2024 Patriot Financial Group Insurance Agency LLC4,617$485K0.1%+36.3%0.090%
1/16/2024 Raymond James Financial Services Advisors Inc.17,117$1.80M0.0%+141.3%0.333%
1/16/2024 Raymond James & Associates85,061$8.93M0.0%+4.1%1.655%
1/16/2024 First Financial Corp IN1,881$198K0.1%-5.4%0.037%
1/12/2024 Cedar Brook Financial Partners LLC4,581$470K0.1%+33.9%0.089%
1/12/2024Redhawk Wealth Advisors Inc.39,100$4.11M0.8%N/A0.761%
1/11/2024 Dynamic Advisor Solutions LLC3,752$384K0.0%+9.1%0.073%
1/8/2024 Systelligence LLC143,842$15.11M4.1%-7.5%2.798%
1/8/2024 RVW Wealth LLC173,064$18.18M2.0%-8.2%3.367%
11/14/2023Private Advisory Group LLC37,239$3.49M0.7%N/A0.724%
11/13/2023LPL Financial LLC427,246$40.09M0.0%+21.2%8.312%
11/9/2023UBS Group AG69,357$6.51M0.0%+29.0%1.349%
11/8/2023 9258 Wealth Management LLC5,147$483K0.1%-49.5%0.100%
11/8/2023 Janney Montgomery Scott LLC4,296$403K0.0%-20.0%0.084%
11/8/2023 Eagle Strategies LLC28,838$2.71M0.7%+4.0%0.561%
11/8/2023 Western Wealth Management LLC12,154$1.14M0.1%+13.7%0.236%
11/7/2023Atria Investments Inc11,701$1.10M0.0%-6.8%0.228%
11/7/2023 Fermata Advisors LLC63,706$5.98M1.7%N/A1.239%
11/6/2023 Aveo Capital Partners LLC35,443$3.33M0.4%+0.4%0.690%
11/6/2023 Sigma Planning Corp14,265$1.34M0.1%+3.9%0.278%
11/3/2023 Private Advisor Group LLC37,480$3.52M0.0%+179.5%0.729%
11/1/2023 Investors Research Corp28,316$2.66M0.7%-4.2%0.551%
11/1/2023Nwam LLC10,146$952K0.1%-3.3%0.197%
10/31/2023 Resonant Capital Advisors LLC123,440$11.58M1.2%+1.3%2.402%
10/30/2023 Klingman & Associates LLC12,954$1.22M0.1%-5.4%0.252%
10/24/2023 Stratos Wealth Advisors LLC44,417$4.17M0.3%+5.0%0.864%
10/24/2023 Raymond James Financial Services Advisors Inc.7,095$666K0.0%+105.1%0.138%
10/24/2023 Raymond James & Associates81,725$7.67M0.0%+30.3%1.590%
10/24/2023Fusion Family Wealth LLC457,580$42.94M5.3%+0.1%8.902%
10/24/2023 Cambridge Investment Research Advisors Inc.11,806$1.11M0.0%+6.2%0.230%
10/23/2023Commonwealth Equity Services LLC30,523$2.86M0.0%+76.2%0.594%
10/19/2023 Patriot Financial Group Insurance Agency LLC3,388$318K0.1%-9.7%0.066%
10/19/2023 Marshall Financial Group LLC7,475$701K0.3%-8.2%0.145%
10/18/2023 Strategic Blueprint LLC2,157$202K0.0%-13.1%0.042%
10/17/2023 GHP Investment Advisors Inc.28,704$2.60M0.2%-1.1%0.558%
10/17/2023 Cedar Brook Financial Partners LLC3,421$321K0.1%+4.0%0.067%
10/17/2023 Founders Financial Securities LLC13,605$1.28M0.2%+30.8%0.265%
10/12/2023 RVW Wealth LLC188,525$17.69M2.1%-1.8%3.668%
10/11/2023 Geneos Wealth Management Inc.3,369$316K0.0%+20.1%0.066%
10/11/2023 Dynamic Advisor Solutions LLC3,439$323K0.0%+22.9%0.067%
10/10/2023 Systelligence LLC155,564$14.60M4.1%N/A3.027%
8/30/2023 Western Wealth Management LLC10,692$1.03M0.1%+6.5%0.208%
8/14/2023Snowden Capital Advisors LLC10,663$1.02M0.0%+3.1%0.207%
8/11/2023 Founders Financial Securities LLC10,402$999K0.1%N/A0.202%
8/10/2023Osaic Holdings Inc.106,925$10.27M0.0%-12.9%2.080%
8/10/2023Commonwealth Equity Services LLC17,323$1.66M0.0%+35.9%0.337%
8/10/2023US Bancorp DE1,445$139K0.0%+49.7%0.028%
AI “wealth window” is closing June 25th (Ad)

Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

I put together this personal video [HERE]…
8/10/2023 Private Advisor Group LLC13,411$1.29M0.0%+1.1%0.261%
8/10/2023Nwam LLC10,492$1.01M0.1%+153.2%0.204%
8/8/2023 Geneos Wealth Management Inc.2,806$270K0.0%+5.3%0.055%
8/8/2023 9258 Wealth Management LLC10,184$978K0.2%-64.3%0.198%
8/8/2023 Aveo Capital Partners LLC35,301$3.39M0.4%N/A0.687%
8/7/2023 Lincoln National Corp2,417$232K0.0%N/A0.047%
8/4/2023Envestnet Asset Management Inc.20,882$2.01M0.0%-31.2%0.406%
8/4/2023Atria Investments Inc12,557$1.21M0.0%N/A0.244%
8/4/2023 Parsons Capital Management Inc. RI2,175$209K0.0%N/A0.042%
8/3/2023Atria Wealth Solutions Inc.7,221$694K0.0%N/A0.140%
(Data available from 1/1/2016 forward)

RWK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWK shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Revenue ETF. The most heavily invested institutionals were Fusion Family Wealth LLC ($47.43M), LPL Financial LLC ($40.09M), Wells Fargo & Company MN ($34.29M), RVW Wealth LLC ($19.39M), Systelligence LLC ($16.48M), Resonant Capital Advisors LLC ($15.68M), and Osaic Holdings Inc. ($10.27M).Learn more on RWK's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap 400 Revenue ETF stock?

Of the 63 institutional investors that purchased Invesco S&P MidCap 400 Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Systelligence LLC ($155.56K), LPL Financial LLC ($143.06K), Resonant Capital Advisors LLC ($119.93K), Fusion Family Wealth LLC ($109.24K), Fermata Advisors LLC ($86.50K), Wells Fargo & Company MN ($77.51K), and Raymond James & Associates ($76.40K).

How much institutional buying is happening at Invesco S&P MidCap 400 Revenue ETF?

Institutional investors have bought a total of 1,369,200 shares in the last 24 months. This purchase volume represents approximately $127.44M in transactions.

Which Invesco S&P MidCap 400 Revenue ETF major shareholders have been selling company stock?

Of the 42 institutional investors that sold Invesco S&P MidCap 400 Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($202.90K), Fusion Family Wealth LLC ($57.80K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), UBS Group AG ($24.26K), Fermata Advisors LLC ($19.73K), and Flagship Harbor Advisors LLC ($18.37K).

How much institutional selling is happening at Invesco S&P MidCap 400 Revenue ETF?

Institutional investors have sold a total of 483,242 shares in the last 24 months. This volume of shares sold represents approximately $43.23M in transactions.


Related Companies:
This page (NYSEARCA:RWK) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners
The #1 Biotech Stock to Watch in 2024 is Attacking Viruses in a Unique Way
Smallcaps Daily
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
AI “wealth window” is closing June 25th
Paradigm Press
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
Gold Set to EXPLODE!
Gold Safe Exchange
Charles Payne Demystifies Options
Unstoppable Prosperity
The AI Stock that’s Disrupting Every Industry
StockEarnings