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

Invesco S&P MidCap 400 Revenue ETF logo
$118.41 -0.11 (-0.09%)
Closing price 08/6/2025 04:10 PM Eastern
Extended Trading
$118.27 -0.14 (-0.12%)
As of 08/6/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$141.03M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$26.60M
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RWK Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Ipsen Advisor Group LLC44,691$5.22M4.0%+4.8%0.641%
8/5/2025 Sigma Planning Corp19,543$2.28M0.1%-4.1%0.280%
8/5/2025 GHP Investment Advisors Inc.25,472$2.98M0.1%-2.7%0.365%
8/1/2025 Anson Capital Inc.6,752$789K0.6%-3.0%0.097%
8/1/2025 Envestnet Asset Management Inc.36,896$4.31M0.0%+69.0%0.529%
7/31/2025 Resonant Capital Advisors LLC161,746$18.91M1.2%-0.5%2.320%
7/30/2025 Fusion Family Wealth LLC522,140$61.03M5.2%-0.1%7.490%
7/29/2025 Stratos Wealth Advisors LLC3,283$384K0.0%-16.6%0.047%
7/28/2025 Harbour Investments Inc.2,532$296K0.0%+27.6%0.036%
7/24/2025 US Bancorp DE8,270$967K0.0%+5.1%0.119%
7/23/2025 Eagle Strategies LLC46,682$5.46M0.8%+2.8%0.670%
7/21/2025 Ameritas Advisory Services LLC309$36K0.0%N/A0.004%
7/21/2025 Patriot Financial Group Insurance Agency LLC10,202$1.19M0.1%+22.3%0.146%
7/18/2025 Trust Co. of Vermont1,003$117K0.0%N/A0.014%
7/18/2025 Truist Financial Corp16,979$1.99M0.0%-0.9%0.244%
7/17/2025 Janney Montgomery Scott LLC11,758$1.37M0.0%+1.6%0.169%
7/16/2025 New Insight Wealth Advisors2,422$283K0.1%-13.8%0.035%
7/16/2025 Perigon Wealth Management LLC24,999$2.92M0.1%-4.4%0.359%
7/15/2025 RVW Wealth LLC137,479$16.07M1.4%-0.2%1.972%
7/11/2025 Silver Oak Securities Incorporated2,395$280K0.0%-3.3%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC64,749$7.89M0.0%+4.4%0.929%
7/8/2025 Prism Advisors Inc.136,402$15.94M4.5%-25.6%1.957%
7/7/2025 Investors Research Corp16,156$1.89M0.4%-0.7%0.232%
5/21/2025Geneos Wealth Management Inc.12,873$1.39M0.0%+20.3%0.179%
5/19/2025Jane Street Group LLC9,791$1.06M0.0%+418.0%0.136%
5/16/2025Jones Financial Companies Lllp11,531$1.24M0.0%-11.2%0.160%
5/16/2025NewEdge Advisors LLC10,550$1.14M0.0%-4.4%0.147%
5/16/2025Integrated Wealth Concepts LLC24,702$2.67M0.0%-6.6%0.344%
5/16/2025Ancora Advisors LLC11,209$1.21M0.0%-11.6%0.156%
5/15/2025Royal Bank of Canada69,722$7.52M0.0%+0.6%0.970%
5/14/2025CreativeOne Wealth LLC5,493$593K0.0%-10.2%0.076%
5/14/2025Comerica Bank2,737$295K0.0%-34.6%0.038%
5/14/2025Northwestern Mutual Wealth Management Co.113,252$12.22M0.0%+17.2%1.575%
5/13/2025Raymond James Financial Inc.113,727$12.27M0.0%-6.0%1.582%
5/13/2025HighTower Advisors LLC3,881$419K0.0%+7.5%0.054%
5/12/2025Aveo Capital Partners LLC29,185$3.16M0.5%+15.3%0.406%
5/9/2025Thoroughbred Financial Services LLC12,406$1.34M0.1%+5.6%0.173%
5/8/2025 US Bancorp DE7,870$849K0.0%+289.2%0.109%
5/8/2025 Harbour Investments Inc.1,985$214K0.0%+30.9%0.028%
5/8/2025 RVW Wealth LLC137,720$14.86M1.4%-4.0%1.915%
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5/7/2025Vantage Financial Partners LLC16,663$1.80M0.4%+15.8%0.230%
5/7/2025LPL Financial LLC629,256$67.88M0.0%+12.9%8.691%
5/7/2025 Anson Capital Inc.6,963$751K0.6%-85.2%0.096%
5/6/2025Cetera Investment Advisers21,348$2.30M0.0%+1.3%0.295%
5/6/2025Avantax Advisory Services Inc.6,565$708K0.0%+2.7%0.091%
5/5/2025 Willner & Heller LLC3,962$427K0.4%+15.2%0.055%
5/5/2025Private Advisor Group LLC71,349$7.70M0.0%+10.8%0.985%
5/5/2025Nwam LLC20,600$2.22M0.2%+7.1%0.285%
5/2/2025 Sigma Planning Corp20,378$2.20M0.1%+0.8%0.281%
5/1/2025 Prism Advisors Inc.183,263$19.77M6.1%-2.1%2.531%
4/30/2025 New Insight Wealth Advisors2,809$303K0.1%+34.6%0.039%
4/30/2025 Stratos Wealth Advisors LLC3,936$425K0.0%-92.6%0.054%
4/29/2025 Envestnet Asset Management Inc.21,837$2.36M0.0%-8.7%0.302%
4/29/2025 Silver Oak Securities Incorporated2,477$267K0.0%N/A0.034%
4/28/2025 Fusion Family Wealth LLC522,528$56.37M5.2%+3.8%7.217%
4/28/2025 Resonant Capital Advisors LLC162,537$17.54M1.2%+5.1%2.245%
4/28/2025 Private Trust Co. NA1,209$130K0.0%+18.9%0.017%
4/23/2025 Perigon Wealth Management LLC26,142$2.82M0.1%-0.9%0.361%
4/23/2025 GHP Investment Advisors Inc.26,185$2.83M0.1%-2.6%0.362%
4/23/2025 Eagle Strategies LLC45,407$4.90M0.9%+7.1%0.627%
4/23/2025 Crewe Advisors LLC881$95K0.0%-15.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.10,145$1.09M0.0%+22.6%0.140%
4/21/2025PSI Advisors LLC588$63K0.0%-35.3%0.008%
4/17/2025 Janney Montgomery Scott LLC11,570$1.25M0.0%+79.5%0.160%
4/16/2025 Wealth Enhancement Advisory Services LLC62,016$6.69M0.0%+1.2%0.857%
4/15/2025Integrated Advisors Network LLC4,292$463K0.0%N/A0.058%
4/15/2025Ipsen Advisor Group LLC42,630$4.60M4.0%+4.4%0.574%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,340$900K0.1%+7.3%0.112%
4/9/2025 HBW Advisory Services LLC2,032$219K0.0%+13.4%0.027%
4/8/2025 Investors Research Corp16,275$1.76M0.4%-9.1%0.219%
3/24/2025Mascagni Wealth Management Inc.2,193$255K0.2%N/A0.029%
3/17/2025 Wealth Enhancement Advisory Services LLC61,257$7.12M0.0%+1.6%0.802%
3/6/2025 Copia Wealth Management299$35K0.0%N/A0.004%
2/25/2025Leigh Baldwin & CO. LLC4,819$560K0.3%N/A0.063%
2/24/2025United Advisor Group LLC2,107$245K0.0%N/A0.028%
2/17/2025Waverly Advisors LLC9,251$1.08M0.0%N/A0.136%
2/17/2025Focus Partners Wealth1,796$209K0.0%N/A0.026%
2/17/2025Cetera Investment Advisers21,072$2.45M0.0%-5.0%0.309%
2/17/2025Bank of America Corp DE167,034$19.41M0.0%-0.7%2.453%
2/17/2025Ameriprise Financial Inc.146,845$17.07M0.0%-0.3%2.156%
2/17/2025Ancora Advisors LLC12,683$1.47M0.0%-8.9%0.186%
2/14/2025Jane Street Group LLC1,890$220K0.0%N/A0.028%
2/14/2025 Eagle Strategies LLC42,402$4.93M0.9%+7.5%0.623%
2/14/2025Comerica Bank4,187$487K0.0%-9.5%0.061%
2/14/2025Marshall & Sterling Wealth Advisors Inc.35,410$4.12M2.8%N/A0.520%
2/14/2025Integrated Wealth Concepts LLC26,435$3.07M0.0%+1.4%0.388%
2/14/2025Stifel Financial Corp8,514$990K0.0%+9.5%0.125%
2/14/2025MML Investors Services LLC26,793$3.11M0.0%+12.4%0.393%
2/13/2025Capital Square LLC2,136$261K0.1%N/A0.031%
2/13/2025NewEdge Advisors LLC11,031$1.28M0.0%-2.8%0.162%
One stock to replace Nvidia (Ad)

I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas.

Click here for complete analysis.
2/13/2025CreativeOne Wealth LLC6,116$711K0.0%+9.8%0.090%
2/13/2025Mariner LLC1,999$232K0.0%N/A0.029%
2/13/2025Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/13/2025Advisory Services Network LLC5,920$688K0.0%N/A0.087%
2/13/2025 Envestnet Asset Management Inc.23,920$2.78M0.0%-3.1%0.351%
2/13/2025Wells Fargo & Company MN347,171$40.35M0.0%+7.4%5.098%
2/12/2025Thoroughbred Financial Services LLC11,751$1.37M0.1%+4.2%0.173%
2/12/2025JPMorgan Chase & Co.9,495$1.10M0.0%+142.2%0.139%
2/12/2025Ausdal Financial Partners Inc.20,062$2.33M0.2%+13.0%0.295%
2/12/2025Ipsen Advisor Group LLC40,839$4.75M4.1%N/A0.600%
(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, 119 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($67.88M), Fusion Family Wealth LLC ($61.03M), Wells Fargo & Company MN ($40.35M), Bank of America Corp DE ($19.41M), Resonant Capital Advisors LLC ($18.91M), Ameriprise Financial Inc. ($17.07M), and RVW Wealth LLC ($16.07M).Learn more on Invesco S&P MidCap 400 Revenue ETF's institutional investors.

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

Of the 105 institutional investors that purchased Invesco S&P MidCap 400 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($242.07K), Prism Advisors Inc. ($187.25K), LPL Financial LLC ($181.56K), Systelligence LLC ($163.43K), Wells Fargo & Company MN ($101.52K), Private Advisory Group LLC ($85.72K), and Seros Financial LLC ($70.74K).

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

Institutional investors have bought a total of 1,235,989 shares in the last 24 months. This purchase volume represents approximately $141.03M in transactions.

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

Of the 38 institutional investors that sold Invesco S&P MidCap 400 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prism Advisors Inc. ($50.84K), Stratos Wealth Advisors LLC ($49.92K), Anson Capital Inc. ($41.38K), Systelligence LLC ($25.02K), RVW Wealth LLC ($17.06K), Raymond James Financial Inc. ($7.31K), and Claro Advisors LLC ($6.85K).

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

Institutional investors have sold a total of 237,112 shares in the last 24 months. This volume of shares sold represents approximately $26.60M in transactions.



This page (NYSEARCA:RWK) was last updated on 8/7/2025 by MarketBeat.com Staff
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