Free Trial
→ Buffett’s favorite chart just hit 209% – here’s what that means for gold (From Golden Portfolio) (Ad) Buy RWK Stock  Free RWK Stock Alerts

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

Invesco S&P MidCap 400 Revenue ETF logo
$108.25 +2.48 (+2.34%)
As of 05/2/2025 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)
85
Total
Institutional Inflows
(last 12 months)
$148.11M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$21.63M
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
5/2/2025 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%
4/21/2025 PSI 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%
4/15/2025 Integrated Advisors Network LLC4,292$463K0.0%N/A0.058%
4/15/2025 Ipsen 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%
3/24/2025 Mascagni 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%
2/24/2025 United 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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
2/13/2025 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%
2/12/2025 Ipsen 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%
2/7/2025 New Insight Wealth Advisors2,087$243K0.1%-26.3%0.031%
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%
2/3/2025 Sigma Planning Corp20,211$2.35M0.1%+4.7%0.297%
2/3/2025Private Advisor Group LLC64,377$7.48M0.0%+0.8%0.945%
1/31/2025Global Retirement Partners LLC1,886$219K0.0%+25.7%0.028%
1/31/2025 Truist Financial Corp17,022$1.98M0.0%-0.7%0.250%
1/31/2025Sanctuary Advisors LLC27,306$3.36M0.0%-1.1%0.401%
1/31/2025 Systelligence LLC113,311$13.17M3.3%-18.1%1.664%
1/31/2025Anson Capital Inc.47,098$5.47M4.8%-1.5%0.692%
1/31/2025J.W. Cole Advisors Inc.1,748$203K0.0%N/A0.026%
1/30/2025Aveo Capital Partners LLC25,309$2.94M0.3%-7.1%0.372%
1/27/2025 GHP Investment Advisors Inc.26,871$3.12M0.1%-2.0%0.395%
1/27/2025 Stratos Wealth Advisors LLC53,200$6.18M0.3%+6.5%0.781%
1/27/2025 Fusion Family Wealth LLC503,385$58.56M5.4%+4.2%7.392%
1/24/2025 Financial Life Planners559$65K0.1%N/A0.008%
1/24/2025 Resonant Capital Advisors LLC154,708$17.98M1.3%+2.0%2.272%
1/23/2025 Fifth Third Securities Inc.3,438$400K0.0%N/A0.050%
1/23/2025RVW Wealth LLC143,392$16.67M1.6%-7.2%2.106%
1/22/2025 Patriot Financial Group Insurance Agency LLC7,770$903K0.1%+37.6%0.114%
1/22/2025 Perigon Wealth Management LLC26,367$3.18M0.1%+6.5%0.387%
1/22/2025 Prism Advisors Inc.187,246$21.76M6.5%+23.1%2.750%
1/21/2025Geneos Wealth Management Inc.10,700$1.24M0.0%+28.0%0.157%
1/17/2025 Seros Financial LLC70,738$7.77M7.0%N/A1.039%
1/17/2025 Janney Montgomery Scott LLC6,445$749K0.0%+25.6%0.095%
1/16/2025Willner & Heller LLC3,439$400K0.4%+13.4%0.050%
1/15/2025 Fermata Advisors LLC1,993$232K0.0%-26.0%0.029%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
1/14/2025 Foresight Capital Management Advisors Inc.26,247$3.05M1.8%-4.2%0.385%
1/14/2025 Brady Family Wealth LLC1,928$224K0.1%-10.1%0.028%
1/13/2025 PSI Advisors LLC909$106K0.0%+77.2%0.013%
1/10/2025 HBW Advisory Services LLC1,792$208K0.0%N/A0.026%
12/26/2024JPMorgan Chase & Co.3,921$456K0.0%+402.0%0.058%
11/25/2024Sanctuary Advisors LLC27,617$3.44M0.0%-7.5%0.406%
11/15/2024MML Investors Services LLC23,841$2.77M0.0%+1.4%0.350%
11/15/2024Stifel Financial Corp7,778$905K0.0%-3.0%0.114%
11/15/2024Integrated Wealth Concepts LLC26,070$3.03M0.0%+3.4%0.383%
11/14/2024Flow Traders U.S. LLC2,482$289K0.0%N/A0.036%
(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 ($63.56M), Fusion Family Wealth LLC ($56.37M), Wells Fargo & Company MN ($40.35M), Prism Advisors Inc. ($19.77M), Bank of America Corp DE ($19.41M), Resonant Capital Advisors LLC ($17.54M), and Ameriprise Financial Inc. ($17.07M).Learn more on RWK's institutional investors.

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

Of the 106 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: Raymond James Financial Inc. ($242.07K), Prism Advisors Inc. ($187.25K), Systelligence LLC ($163.43K), LPL Financial LLC ($128.82K), 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 2,181,704 shares in the last 24 months. This purchase volume represents approximately $234.32M in transactions.

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

Of the 51 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: Fermata Advisors LLC ($61.71K), RVW Wealth LLC ($57.14K), Stratos Wealth Advisors LLC ($51.10K), Systelligence LLC ($50.12K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), 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 396,573 shares in the last 24 months. This volume of shares sold represents approximately $41.81M in transactions.


Related Companies

This page (NYSEARCA:RWK) was last updated on 5/4/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Will May start the next "Great Depression?"
You probably haven't heard about this yet... But this could be the biggest wealth building opportunity of t...
Behind the Markets | Sponsored
Why Elon put $51 million into this
While fear dominates the headlines, a silent breakthrough could turn panic into profit. The future of AI fa...
True Market Insiders | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks...
Brownstone Research | Sponsored