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

Invesco S&P MidCap 400 Revenue ETF logo
$120.22 +0.52 (+0.43%)
As of 07/16/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$149.15M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$27.80M
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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
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%
7/15/2025 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%
5/8/2025US Bancorp DE7,870$849K0.0%+289.2%0.109%
5/8/2025Harbour Investments Inc.1,985$214K0.0%+30.9%0.028%
5/8/2025 RVW 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%
5/1/2025 Prism 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%
4/29/2025 Silver 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%
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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%
4/16/2025 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%
4/14/2025Patriot 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%
3/6/2025Copia 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%
2/14/2025Eagle 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%
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%
2/13/2025Envestnet 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%
2/10/2025Harbour Investments Inc.1,517$176K0.0%+28.8%0.022%
2/10/2025Commonwealth Equity Services LLC69,903$8.13M0.0%+11.7%1.026%
2/10/2025Avantax Advisory Services Inc.6,393$743K0.0%+13.2%0.094%
2/7/2025 Investors Research Corp17,911$2.08M0.5%-0.7%0.263%
2/7/2025Independent Advisor Alliance5,279$614K0.0%N/A0.078%
2/7/2025New Insight Wealth Advisors2,087$243K0.1%-26.3%0.031%
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2/7/2025Haven Private LLC4,460$518K0.3%N/A0.065%
2/6/2025Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/6/2025Vantage Financial Partners LLC14,391$1.67M0.4%+44.8%0.211%
2/6/2025Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/6/2025Steward Partners Investment Advisory LLC6,702$779K0.0%+6.6%0.098%
2/6/2025Jones Financial Companies Lllp12,990$1.51M0.0%+150.6%0.191%
2/5/2025Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/5/2025Nwam LLC19,232$2.24M0.1%+2.8%0.282%
2/3/2025Sigma Planning Corp20,211$2.35M0.1%+4.7%0.297%
2/3/2025Private Advisor Group LLC64,377$7.48M0.0%+0.8%0.945%
(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 ($56.37M), Wells Fargo & Company MN ($40.35M), Bank of America Corp DE ($19.41M), Resonant Capital Advisors LLC ($17.54M), 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 108 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), LPL Financial LLC ($200.61K), Prism Advisors Inc. ($187.25K), Systelligence LLC ($163.43K), Wells Fargo & Company MN ($101.52K), Private Advisory Group LLC ($85.72K), and Eagle Strategies LLC ($75.33K).

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

Institutional investors have bought a total of 1,311,446 shares in the last 24 months. This purchase volume represents approximately $149.15M in transactions.

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

Of the 37 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 ($49.26K), Anson Capital Inc. ($41.17K), Systelligence LLC ($37.77K), 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 248,283 shares in the last 24 months. This volume of shares sold represents approximately $27.80M in transactions.


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This page (NYSEARCA:RWK) was last updated on 7/17/2025 by MarketBeat.com Staff
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