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

Invesco S&P MidCap 400 Revenue ETF logo
$123.73 -1.47 (-1.17%)
As of 01:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$125.08M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$37.56M
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RWK Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Dynamic Advisor Solutions LLC2,514$314K0.0%-12.3%0.031%
10/8/2025Patriot Financial Group Insurance Agency LLC11,672$1.46M0.2%+14.4%0.146%
10/2/2025 Investors Research Corp6,195$774K0.1%-61.7%0.088%
9/4/2025Osaic Holdings Inc.239,907$28.04M0.0%-4.8%3.389%
8/19/2025Advisory Services Network LLC6,192$739K0.0%+4.6%0.087%
8/18/2025Geneos Wealth Management Inc.19,247$2.25M0.1%+49.5%0.272%
8/15/2025MML Investors Services LLC41,298$4.83M0.0%+60.7%0.583%
8/15/2025Great Valley Advisor Group Inc.1,806$211K0.0%-10.0%0.026%
8/15/2025BNP Paribas Financial Markets10,000$1.17M0.0%N/A0.141%
8/15/2025Bank of America Corp DE175,505$20.52M0.0%+2.7%2.479%
8/15/2025Ameriprise Financial Inc.103,626$12.12M0.0%-36.6%1.464%
8/14/2025Jane Street Group LLC2,694$315K0.0%-72.5%0.038%
8/14/2025Ausdal Financial Partners Inc.25,931$3.03M0.2%-6.8%0.366%
8/14/2025Raymond James Financial Inc.126,366$14.77M0.0%+11.1%1.785%
8/14/2025NewEdge Advisors LLC11,909$1.39M0.0%+12.9%0.168%
8/13/2025Smith Moore & CO.5,014$586K0.0%-7.0%0.071%
8/13/2025Northwestern Mutual Wealth Management Co.116,051$13.57M0.0%+2.5%1.639%
8/12/2025J.W. Cole Advisors Inc.3,913$457K0.0%+9.3%0.055%
8/12/2025Steward Partners Investment Advisory LLC7,064$826K0.0%+2.1%0.100%
8/12/2025CreativeOne Wealth LLC4,524$529K0.0%-17.6%0.064%
8/12/2025JPMorgan Chase & Co.10,631$1.24M0.0%+14.3%0.150%
8/11/2025Capital Square LLC2,409$295K0.2%+4.2%0.035%
8/11/2025Western Wealth Management LLC15,292$1.79M0.1%+1.2%0.219%
8/8/2025Cetera Investment Advisers21,694$2.54M0.0%+1.6%0.311%
8/8/2025Thoroughbred Financial Services LLC10,959$1.28M0.1%-11.7%0.157%
8/7/2025Nwam LLC20,724$2.51M0.2%+0.6%0.297%
8/6/2025Ipsen Advisor Group LLC44,691$5.22M4.0%+4.8%0.641%
8/5/2025Sigma Planning Corp19,543$2.28M0.1%-4.1%0.280%
8/5/2025GHP Investment Advisors Inc.25,472$2.98M0.1%-2.7%0.365%
8/1/2025Anson Capital Inc.6,752$789K0.6%-3.0%0.097%
8/1/2025Envestnet Asset Management Inc.36,896$4.31M0.0%+69.0%0.529%
7/31/2025Resonant Capital Advisors LLC161,746$18.91M1.2%-0.5%2.320%
7/30/2025Fusion Family Wealth LLC522,140$61.03M5.2%-0.1%7.490%
7/29/2025Stratos Wealth Advisors LLC3,283$384K0.0%-16.6%0.047%
7/28/2025Harbour Investments Inc.2,532$296K0.0%+27.6%0.036%
7/24/2025US Bancorp DE8,270$967K0.0%+5.1%0.119%
7/23/2025Eagle Strategies LLC46,682$5.46M0.8%+2.8%0.670%
7/21/2025Ameritas Advisory Services LLC309$36K0.0%N/A0.004%
7/21/2025Patriot Financial Group Insurance Agency LLC10,202$1.19M0.1%+22.3%0.146%
7/18/2025Trust Co. of Vermont1,003$117K0.0%N/A0.014%
7/18/2025Truist Financial Corp16,979$1.99M0.0%-0.9%0.244%
7/17/2025Janney Montgomery Scott LLC11,758$1.37M0.0%+1.6%0.169%
7/16/2025New Insight Wealth Advisors2,422$283K0.1%-13.8%0.035%
7/16/2025Perigon Wealth Management LLC24,999$2.92M0.1%-4.4%0.359%
7/15/2025RVW Wealth LLC137,479$16.07M1.4%-0.2%1.972%
7/11/2025Silver Oak Securities Incorporated2,395$280K0.0%-3.3%0.034%
7/10/2025Wealth Enhancement Advisory Services LLC64,749$7.89M0.0%+4.4%0.929%
7/8/2025Prism 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%
5/8/2025US Bancorp DE7,870$849K0.0%+289.2%0.109%
5/8/2025Harbour Investments Inc.1,985$214K0.0%+30.9%0.028%
5/8/2025RVW Wealth LLC137,720$14.86M1.4%-4.0%1.915%
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%
5/7/2025Anson 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%
5/5/2025Willner & 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%
5/2/2025Sigma Planning Corp20,378$2.20M0.1%+0.8%0.281%
5/1/2025Prism Advisors Inc.183,263$19.77M6.1%-2.1%2.531%
4/30/2025New Insight Wealth Advisors2,809$303K0.1%+34.6%0.039%
4/30/2025Stratos Wealth Advisors LLC3,936$425K0.0%-92.6%0.054%
4/29/2025Envestnet Asset Management Inc.21,837$2.36M0.0%-8.7%0.302%
4/29/2025Silver Oak Securities Incorporated2,477$267K0.0%N/A0.034%
4/28/2025Fusion Family Wealth LLC522,528$56.37M5.2%+3.8%7.217%
4/28/2025Resonant Capital Advisors LLC162,537$17.54M1.2%+5.1%2.245%
4/28/2025Private Trust Co. NA1,209$130K0.0%+18.9%0.017%
4/23/2025Perigon Wealth Management LLC26,142$2.82M0.1%-0.9%0.361%
4/23/2025GHP Investment Advisors Inc.26,185$2.83M0.1%-2.6%0.362%
4/23/2025Eagle Strategies LLC45,407$4.90M0.9%+7.1%0.627%
4/23/2025Crewe Advisors LLC881$95K0.0%-15.4%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.10,145$1.09M0.0%+22.6%0.140%
4/21/2025PSI Advisors LLC588$63K0.0%-35.3%0.008%
4/17/2025Janney Montgomery Scott LLC11,570$1.25M0.0%+79.5%0.160%
4/16/2025Wealth 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%
4/14/2025Patriot Financial Group Insurance Agency LLC8,340$900K0.1%+7.3%0.112%
4/9/2025HBW Advisory Services LLC2,032$219K0.0%+13.4%0.027%
4/8/2025Investors Research Corp16,275$1.76M0.4%-9.1%0.219%
3/24/2025Mascagni Wealth Management Inc.2,193$255K0.2%N/A0.029%
3/17/2025Wealth Enhancement Advisory Services LLC61,257$7.12M0.0%+1.6%0.802%
3/6/2025Copia Wealth Management299$35K0.0%N/A0.004%
2/25/2025Leigh Baldwin & CO. LLC4,819$560K0.3%N/A0.063%
(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), Osaic Holdings Inc. ($28.04M), Bank of America Corp DE ($20.52M), Resonant Capital Advisors LLC ($18.91M), 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. ($254.71K), 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 1,087,600 shares in the last 24 months. This purchase volume represents approximately $125.08M in transactions.

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

Of the 43 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: Ameriprise Financial Inc. ($60.23K), 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), and Investors Research Corp ($16.76K).

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

Institutional investors have sold a total of 330,149 shares in the last 24 months. This volume of shares sold represents approximately $37.56M in transactions.


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This page (NYSEARCA:RWK) was last updated on 10/9/2025 by MarketBeat.com Staff
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