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

Invesco S&P MidCap 400 Revenue ETF logo
$152.41 +0.32 (+0.21%)
As of 03:57 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)
67
Total
Institutional Inflows
(last 12 months)
$300.72M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$64.58M
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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
8/7/2026 Trust Co. of Vermont921$135K0.0%N/A0.010%
7/10/2026 Investors Research Corp4,099$599K0.1%-83.7%0.047%
7/8/2026 RVW Wealth LLC128,463$18.79M1.2%+9.2%1.460%
7/7/2026 Dynamic Advisor Solutions LLC2,151$315K0.0%-14.2%0.024%
6/3/2026 NewEdge Advisors LLC8,530$1.09M0.0%-21.9%0.098%
5/29/2026 Ipsen Advisor Group LLC46,159$5.92M4.1%+1.2%0.531%
5/21/2026 J. Derek Lewis & Associates Inc.10,985$1.41M0.3%+4.3%0.126%
5/19/2026Western Wealth Management LLC17,389$2.23M0.1%+11.1%0.200%
5/19/2026 NewEdge Advisors LLC8,522$1.09M0.0%-21.9%0.098%
5/19/2026Bank of America Corp DE326,143$41.83M0.0%+16.9%3.749%
5/18/2026 EverSource Wealth Advisors LLC47,863$6.14M0.2%+7.7%0.550%
5/18/2026Royal Bank of Canada47,381$6.08M0.0%-22.3%0.545%
5/15/2026Waverly Advisors LLC12,327$1.58M0.0%+10.3%0.142%
5/13/2026 Cetera Investment Advisers30,137$3.87M0.0%+9.6%0.346%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.33,967$4.36M2.9%-3.6%0.390%
5/5/2026Seros Financial LLC3,543$454K0.3%N/A0.041%
5/5/2026 Geneos Wealth Management Inc.18,011$2.31M0.1%-7.0%0.207%
5/5/2026 Fusion Family Wealth LLC551,484$70.73M5.3%+2.6%6.339%
5/5/2026Sanctuary Advisors LLC27,644$3.55M0.0%+1.1%0.318%
5/5/2026 Sigma Planning Corp15,192$1.95M0.1%-4.6%0.175%
5/5/2026 Nwam LLC39,790$5.10M0.3%-3.9%0.457%
5/4/2026 Bleakley Financial Group LLC205,423$26.35M0.4%+914.2%2.361%
5/1/2026 Fifth Third Bancorp2,942$377K0.0%N/A0.034%
4/30/2026 Kestra Advisory Services LLC23,060$2.96M0.0%+27.7%0.265%
4/29/2026 Resonant Capital Advisors LLC170,930$21.92M1.2%+4.0%1.965%
4/27/2026 Private Advisor Group LLC36,135$4.64M0.0%-0.6%0.415%
4/24/2026 Essex Financial Services Inc.1,572$202K0.0%N/A0.018%
4/24/2026 Prism Advisors Inc.7,324$939K0.3%-2.0%0.084%
4/22/2026 Patriot Financial Group Insurance Agency LLC27,750$3.56M0.2%+114.3%0.319%
4/22/2026 Janney Montgomery Scott LLC5,538$710K0.0%+1.6%0.064%
4/21/2026 GHP Investment Advisors Inc.24,783$3.18M0.1%-0.9%0.286%
4/21/2026 Independent Wealth Network Inc.4,079$523K0.2%N/A0.047%
4/21/2026 Silver Oak Securities Incorporated5,687$729K0.1%+12.5%0.066%
4/20/2026 RFG Advisory LLC5,289$678K0.0%N/A0.061%
4/15/2026 Nations Financial Group Inc. IA ADV2,949$378K0.0%+27.5%0.034%
3/23/2026 J. Derek Lewis & Associates Inc.10,529$1.33M0.3%N/A0.125%
2/18/2026 NewEdge Advisors LLC10,917$1.38M0.0%+1.3%0.130%
2/17/2026 Integrated Advisors Network LLC2,332$295K0.0%-29.3%0.028%
2/17/2026AQR Capital Management LLC4,267$540K0.0%+21.3%0.051%
2/17/2026 Cetera Investment Advisers27,490$3.48M0.0%+4.9%0.326%
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2/17/2026Equitable Holdings Inc.3,799$480K0.0%+2.3%0.045%
2/17/2026Osaic Holdings Inc.74,852$9.47M0.0%-68.8%0.888%
2/17/2026 Advisory Services Network LLC5,488$694K0.0%-7.7%0.065%
2/17/2026 Private Advisor Group LLC36,345$4.60M0.0%-3.3%0.431%
2/17/2026Royal Bank of Canada61,016$7.72M0.0%-6.4%0.724%
2/16/2026 MML Investors Services LLC34,938$4.42M0.0%-18.3%0.414%
2/16/2026 Arax Advisory Partners857$108K0.0%N/A0.010%
2/13/2026 Kestra Advisory Services LLC18,055$2.28M0.0%+117.7%0.214%
2/13/2026 Stifel Financial Corp9,289$1.18M0.0%+1.3%0.110%
2/13/2026 Greenline Wealth Management LLC528$67K0.1%N/A0.006%
2/13/2026Morgan Stanley938,017$118.62M0.0%+7.4%11.127%
2/13/2026Perspective Wealth Advisors LLC19,581$2.48M1.8%N/A0.232%
2/13/2026 Integrated Wealth Concepts LLC10,078$1.27M0.0%-11.3%0.120%
2/13/2026Ausdal Financial Partners Inc.27,120$3.43M0.2%+1.5%0.322%
2/13/2026Wells Fargo & Company MN287,714$36.38M0.0%+13.4%3.413%
2/12/2026 Burke & Herbert Bank & Trust Co.1,885$238K0.1%N/A0.022%
2/12/2026 Commonwealth Equity Services LLC74,600$9.43M0.0%+0.5%0.885%
2/12/2026Steward Partners Investment Advisory LLC7,888$998K0.0%+4.0%0.094%
2/11/2026 Janney Montgomery Scott LLC5,449$689K0.0%-2.7%0.065%
2/11/2026 LPL Financial LLC603,545$76.32M0.0%+3.1%7.159%
2/11/2026 Ipsen Advisor Group LLC45,595$5.77M4.1%+1.1%0.541%
2/11/2026 J.W. Cole Advisors Inc.4,559$576K0.0%+5.0%0.054%
2/10/2026Goldman Sachs Group Inc.12,536$1.59M0.0%+76.5%0.149%
2/10/2026 Northwestern Mutual Wealth Management Co.118,492$14.99M0.0%-1.7%1.406%
2/10/2026 Thoroughbred Financial Services LLC12,430$1.57M0.1%+7.7%0.147%
2/9/2026Kingsview Wealth Management LLC2,827$358K0.0%N/A0.034%
2/9/2026 Bleakley Financial Group LLC20,254$2.56M0.0%N/A0.240%
2/6/2026 EverSource Wealth Advisors LLC44,423$5.62M0.2%-1.1%0.527%
2/6/2026 Global Retirement Partners LLC4,142$524K0.0%+137.8%0.049%
2/6/2026 HighTower Advisors LLC6,435$814K0.0%+40.2%0.076%
2/5/2026 Northwestern Mutual Wealth Management Co.659,036$83.34M0.0%+446.9%7.818%
2/5/2026Western Wealth Management LLC15,657$1.98M0.1%+1.5%0.186%
2/4/2026 Anson Capital Inc.4,989$631K0.5%-26.2%0.059%
2/4/2026 Fusion Family Wealth LLC537,524$67.98M5.2%+3.5%6.376%
2/4/2026 Nwam LLC41,409$5.49M0.3%+4.6%0.491%
2/3/2026Vantage Financial Partners LLC15,188$1.92M0.4%-1.0%0.180%
2/2/2026 Truist Financial Corp16,318$2.06M0.0%-2.0%0.194%
1/30/2026 Sigma Planning Corp15,930$2.01M0.1%-7.4%0.189%
1/29/2026Comerica Bank2,889$365K0.0%+8.9%0.034%
1/29/2026UBS Group AG77,103$9.75M0.0%-8.7%0.918%
1/29/2026Sanctuary Advisors LLC27,356$3.46M0.0%+2.9%0.326%
1/29/2026 Resonant Capital Advisors LLC164,309$20.78M1.1%+3.3%1.956%
1/28/2026 Geneos Wealth Management Inc.19,357$2.45M0.1%-3.6%0.230%
1/27/2026 Vantagepoint Investment Advisers LLC540,584$68.36M0.6%+4.5%6.436%
1/27/2026 GHP Investment Advisors Inc.25,000$3.16M0.1%-0.9%0.298%
1/26/2026 Patriot Financial Group Insurance Agency LLC12,948$1.64M0.2%+10.9%0.154%
1/26/2026 Private Trust Co. NA1,017$129K0.0%-15.9%0.012%
1/26/2026 Nations Financial Group Inc. IA ADV2,313$293K0.0%N/A0.028%
1/26/2026CWM LLC33,678$4.26M0.0%+5.5%0.401%
1/23/2026 Farther Finance Advisors LLC240$30K0.0%N/A0.003%
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1/23/2026 Prism Advisors Inc.7,470$945K0.3%-41.7%0.089%
1/23/2026 Private Wealth Management Group LLC900$114K0.0%N/A0.011%
1/23/2026Bowman & Co S.C.2,413$305K0.1%-3.7%0.029%
1/21/2026 Flagship Harbor Advisors LLC515$65K0.0%N/A0.006%
1/20/2026 Stratos Wealth Partners LTD.2,316$293K0.0%N/A0.028%
1/20/2026 Stratos Wealth Advisors LLC2,553$323K0.0%-11.5%0.031%
1/16/2026 Perigon Wealth Management LLC23,543$2.98M0.1%-1.8%0.282%
1/15/2026 Silver Oak Securities Incorporated5,056$646K0.0%+125.5%0.060%
1/12/2026 RVW Wealth LLC130,227$16.47M1.3%-4.6%1.561%
1/8/2026 Wealth Enhancement Advisory Services LLC64,287$8.45M0.0%-3.9%0.774%


RWK Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Revenue ETF. The most heavily invested institutionals were Morgan Stanley ($118.62M), LPL Financial LLC ($76.32M), Ameriprise Financial Inc. ($71.96M), Fusion Family Wealth LLC ($70.73M), Vantagepoint Investment Advisers LLC ($68.36M), Bank of America Corp DE ($41.83M), and Wells Fargo & Company MN ($36.38M).Learn more on Invesco S&P MidCap 400 Revenue ETF's institutional investors.

Of the 112 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: Northwestern Mutual Wealth Management Co. ($591.44K), Vantagepoint Investment Advisers LLC ($540.58K), Ameriprise Financial Inc. ($472.08K), Raymond James Financial Inc. ($258.15K), Bleakley Financial Group LLC ($205.42K), Prism Advisors Inc. ($187.25K), and Bank of America Corp DE ($129.73K).

Institutional investors have bought a total of 2,388,871 shares in the last 24 months. This purchase volume represents approximately $300.72M in transactions.

Of the 40 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: Osaic Holdings Inc. ($177.30K), Prism Advisors Inc. ($129.08K), Ameriprise Financial Inc. ($59.78K), Investors Research Corp ($31.02K), Royal Bank of Canada ($17.79K), Commonwealth Equity Services LLC ($15.60K), and Integrated Wealth Concepts LLC ($13.95K).

Institutional investors have sold a total of 514,554 shares in the last 24 months. This volume of shares sold represents approximately $64.58M in transactions.


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Institutional ownership data for NYSEARCA:RWK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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