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

$114.98

+1.71 (+1.51%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 56
Total Institutional Inflows (last 12 months): $97.87M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $21.49M

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RWK Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	5,643	$619K	0.1%	+4.6%	0.083%
7/26/2024	Cambridge Investment Research Advisors Inc.	10,143	$1.11M	0.0%	-16.7%	0.149%
7/26/2024	Signature Estate & Investment Advisors LLC	5,368	$589K	0.0%	N/A	0.079%
7/26/2024	First Command Advisory Services Inc.	993	$109K	0.0%	+105.6%	0.015%
7/25/2024	Systelligence LLC	130,465	$14.32M	3.8%	-8.9%	1.916%
7/23/2024	Private Advisory Group LLC	48,484	$5.32M	0.7%	N/A	0.712%
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7/19/2024	Western Wealth Management LLC	13,694	$1.50M	0.1%	+4.2%	0.201%
7/19/2024	Willner & Heller LLC	2,858	$314K	0.3%	+9.8%	0.042%
7/19/2024	Raymond James & Associates	85,465	$9.38M	0.0%	+3.0%	1.255%
7/16/2024	Great Valley Advisor Group Inc.	2,329	$256K	0.0%	+16.1%	0.034%
7/16/2024	Wealth Enhancement Advisory Services LLC	59,643	$6.55M	0.0%	+1,760.9%	0.876%
7/15/2024	Dynamic Advisor Solutions LLC	3,413	$375K	0.0%	-5.4%	0.050%
7/13/2024	Fermata Advisors LLC	3,448	$379K	0.1%	-92.2%	0.051%
7/11/2024	Foresight Capital Management Advisors Inc.	15,727	$1.73M	1.2%	+51.4%	0.231%
7/8/2024	RVW Wealth LLC	156,042	$17.13M	1.7%	-7.4%	2.291%
5/24/2024	Cetera Investment Advisers	14,778	$1.70M	0.0%	N/A	0.217%
5/17/2024	Comerica Bank	3,310	$381K	0.0%	+2.8%	0.049%
5/16/2024	Ancora Advisors LLC	14,499	$1.67M	0.0%	+18.9%	0.217%
5/14/2024	CreativeOne Wealth LLC	5,028	$579K	0.0%	N/A	0.075%
5/10/2024	Osaic Holdings Inc.	114,812	$13.22M	0.0%	+16.9%	1.719%
5/10/2024	Nwam LLC	12,985	$1.45M	0.1%	+17.5%	0.194%
5/9/2024	New Insight Wealth Advisors	2,176	$250K	0.2%	-6.4%	0.033%
5/8/2024	Avantax Advisory Services Inc.	5,103	$587K	0.0%	+12.3%	0.076%
5/8/2024	Thoroughbred Financial Services LLC	7,915	$911K	0.1%	-17.1%	0.118%
5/7/2024	Anson Capital Inc.	42,503	$4.89M	7.0%	+6.0%	0.636%
5/4/2024	9258 Wealth Management LLC	8,073	$929K	0.1%	+146.9%	0.121%
5/1/2024	Resonant Capital Advisors LLC	136,187	$15.68M	1.3%	+4.9%	2.039%
4/30/2024	Private Advisor Group LLC	59,980	$6.90M	0.0%	+4.6%	0.898%
4/30/2024	SpiderRock Advisors LLC	5,607	$614K	0.0%	N/A	0.084%
4/29/2024	Commonwealth Equity Services LLC	45,826	$5.28M	0.0%	+15.8%	0.686%
4/23/2024	Nations Financial Group Inc. IA ADV	1,767	$203K	0.0%	-65.1%	0.027%
4/23/2024	Raymond James Financial Services Advisors Inc.	19,409	$2.23M	0.0%	+13.4%	0.295%
4/22/2024	Raymond James & Associates	83,001	$9.55M	0.0%	-2.4%	1.261%
4/17/2024	Founders Financial Securities LLC	8,776	$1.01M	0.1%	-6.6%	0.133%
4/12/2024	Fermata Advisors LLC	43,972	$5.06M	1.1%	-27.2%	0.668%
4/12/2024	Systelligence LLC	143,214	$16.48M	4.3%	-0.4%	2.786%
4/8/2024	RVW Wealth LLC	168,454	$19.39M	2.0%	-2.7%	3.277%
2/13/2024	Anson Capital Inc.	40,084	$4.21M	6.9%	+17.1%	0.780%
2/12/2024	Avestar Capital LLC	3,023	$318K	0.0%	N/A	0.059%
2/12/2024	Steward Partners Investment Advisory LLC	3,498	$367K	0.0%	+5.3%	0.068%
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2/9/2024	Tidemark LLC	1,400	$147K	0.1%	N/A	0.027%
2/9/2024	Crewe Advisors LLC	1,041	$109K	0.0%	N/A	0.020%
2/9/2024	Wells Fargo & Company MN	326,429	$34.29M	0.0%	+31.1%	6.351%
2/9/2024	Thoroughbred Financial Services LLC	9,544	$1.00M	0.1%	N/A	0.186%
2/9/2024	UBS Group AG	75,382	$7.92M	0.0%	+8.7%	1.467%
2/8/2024	Janney Montgomery Scott LLC	4,904	$515K	0.0%	+14.2%	0.095%
2/7/2024	Avantax Advisory Services Inc.	4,544	$477K	0.0%	N/A	0.088%
2/7/2024	Northwest Financial Advisors	295	$31K	0.0%	N/A	0.006%
2/6/2024	Private Advisor Group LLC	57,335	$6.02M	0.0%	+53.0%	1.115%
2/6/2024	9258 Wealth Management LLC	3,270	$343K	0.1%	-36.5%	0.064%
2/6/2024	Aveo Capital Partners LLC	34,158	$3.59M	0.4%	-3.6%	0.665%
2/6/2024	Great Valley Advisor Group Inc.	2,006	$211K	0.0%	N/A	0.039%
2/1/2024	Sigma Planning Corp	6,308	$663K	0.1%	-55.8%	0.123%
2/1/2024	First Command Advisory Services Inc.	483	$51K	0.0%	N/A	0.009%
1/31/2024	Resonant Capital Advisors LLC	129,883	$13.64M	1.3%	+5.2%	2.527%
1/31/2024	Western Wealth Management LLC	12,846	$1.35M	0.1%	+5.7%	0.250%
1/30/2024	Investors Research Corp	28,097	$2.95M	0.7%	-0.8%	0.547%
1/29/2024	AlphaQ Advisors LLC	16,571	$1.74M	1.2%	N/A	0.322%
1/29/2024	Fusion Family Wealth LLC	451,546	$47.43M	5.3%	-1.3%	8.785%
1/26/2024	GHP Investment Advisors Inc.	28,159	$2.96M	0.2%	-1.9%	0.548%
1/26/2024	Eagle Strategies LLC	29,926	$3.14M	0.7%	+3.8%	0.582%
1/26/2024	Geneos Wealth Management Inc.	4,737	$498K	0.0%	+40.6%	0.092%
1/24/2024	Stratos Wealth Advisors LLC	45,101	$4.74M	0.3%	+1.5%	0.877%
1/19/2024	Fifth Third Bancorp	500	$53K	0.0%	N/A	0.010%
1/19/2024	Fermata Advisors LLC	60,419	$6.35M	1.5%	-5.2%	1.175%
1/19/2024	Patriot Financial Group Insurance Agency LLC	4,617	$485K	0.1%	+36.3%	0.090%
1/16/2024	Raymond James Financial Services Advisors Inc.	17,117	$1.80M	0.0%	+141.3%	0.333%
1/16/2024	Raymond James & Associates	85,061	$8.93M	0.0%	+4.1%	1.655%
1/16/2024	First Financial Corp IN	1,881	$198K	0.1%	-5.4%	0.037%
1/12/2024	Cedar Brook Financial Partners LLC	4,581	$470K	0.1%	+33.9%	0.089%
1/12/2024	Redhawk Wealth Advisors Inc.	39,100	$4.11M	0.8%	N/A	0.761%
1/11/2024	Dynamic Advisor Solutions LLC	3,752	$384K	0.0%	+9.1%	0.073%
1/8/2024	Systelligence LLC	143,842	$15.11M	4.1%	-7.5%	2.798%
1/8/2024	RVW Wealth LLC	173,064	$18.18M	2.0%	-8.2%	3.367%
11/14/2023	Private Advisory Group LLC	37,239	$3.49M	0.7%	N/A	0.724%
11/13/2023	LPL Financial LLC	427,246	$40.09M	0.0%	+21.2%	8.312%
11/9/2023	UBS Group AG	69,357	$6.51M	0.0%	+29.0%	1.349%
11/8/2023	9258 Wealth Management LLC	5,147	$483K	0.1%	-49.5%	0.100%
11/8/2023	Janney Montgomery Scott LLC	4,296	$403K	0.0%	-20.0%	0.084%
11/8/2023	Eagle Strategies LLC	28,838	$2.71M	0.7%	+4.0%	0.561%
11/8/2023	Western Wealth Management LLC	12,154	$1.14M	0.1%	+13.7%	0.236%
11/7/2023	Atria Investments Inc	11,701	$1.10M	0.0%	-6.8%	0.228%
11/7/2023	Fermata Advisors LLC	63,706	$5.98M	1.7%	N/A	1.239%
11/6/2023	Aveo Capital Partners LLC	35,443	$3.33M	0.4%	+0.4%	0.690%
11/6/2023	Sigma Planning Corp	14,265	$1.34M	0.1%	+3.9%	0.278%
11/3/2023	Private Advisor Group LLC	37,480	$3.52M	0.0%	+179.5%	0.729%
11/1/2023	Investors Research Corp	28,316	$2.66M	0.7%	-4.2%	0.551%
11/1/2023	Nwam LLC	10,146	$952K	0.1%	-3.3%	0.197%
10/31/2023	Resonant Capital Advisors LLC	123,440	$11.58M	1.2%	+1.3%	2.402%
10/30/2023	Klingman & Associates LLC	12,954	$1.22M	0.1%	-5.4%	0.252%
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10/24/2023	Stratos Wealth Advisors LLC	44,417	$4.17M	0.3%	+5.0%	0.864%
10/24/2023	Raymond James Financial Services Advisors Inc.	7,095	$666K	0.0%	+105.1%	0.138%
10/24/2023	Raymond James & Associates	81,725	$7.67M	0.0%	+30.3%	1.590%
10/24/2023	Fusion Family Wealth LLC	457,580	$42.94M	5.3%	+0.1%	8.902%
10/24/2023	Cambridge Investment Research Advisors Inc.	11,806	$1.11M	0.0%	+6.2%	0.230%
10/23/2023	Commonwealth Equity Services LLC	30,523	$2.86M	0.0%	+76.2%	0.594%
10/19/2023	Patriot Financial Group Insurance Agency LLC	3,388	$318K	0.1%	-9.7%	0.066%
10/19/2023	Marshall Financial Group LLC	7,475	$701K	0.3%	-8.2%	0.145%
10/18/2023	Strategic Blueprint LLC	2,157	$202K	0.0%	-13.1%	0.042%
10/17/2023	GHP Investment Advisors Inc.	28,704	$2.60M	0.2%	-1.1%	0.558%

(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, 85 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 ($17.13M), Resonant Capital Advisors LLC ($15.68M), Systelligence LLC ($14.32M), and Osaic Holdings Inc. ($13.22M).Learn more on RWK's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap 400 Revenue ETF stock?: Of the 70 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), Fermata Advisors LLC ($86.50K), Private Advisory Group LLC ($85.72K), Raymond James & Associates ($78.87K), Wells Fargo & Company MN ($77.51K), and Fusion Family Wealth LLC ($69.44K).
How much institutional buying is happening at Invesco S&P MidCap 400 Revenue ETF?: Institutional investors have bought a total of 1,430,863 shares in the last 24 months. This purchase volume represents approximately $137.54M in transactions.

Which Invesco S&P MidCap 400 Revenue ETF major shareholders have been selling company stock?: Of the 41 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 ($215.31K), Fermata Advisors LLC ($60.26K), Fusion Family Wealth LLC ($57.80K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), Systelligence LLC ($25.10K), and UBS Group AG ($24.26K).
How much institutional selling is happening at Invesco S&P MidCap 400 Revenue ETF?: Institutional investors have sold a total of 538,502 shares in the last 24 months. This volume of shares sold represents approximately $49.55M in transactions.