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

$109.20
+0.59 (+0.54%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$90.43M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$20.21M
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RWK Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Nations Financial Group Inc. IA ADV1,767$203K0.0%-65.1%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.19,409$2.23M0.0%+13.4%0.295%
4/22/2024 Raymond James & Associates83,001$9.55M0.0%-2.4%1.261%
4/17/2024 Founders Financial Securities LLC8,776$1.01M0.1%-6.6%0.133%
4/12/2024 Fermata Advisors LLC43,972$5.06M1.1%-27.2%0.668%
4/12/2024 Systelligence LLC143,214$16.48M4.3%-0.4%2.786%
4/8/2024 RVW Wealth LLC168,454$19.39M2.0%-2.7%3.277%
2/13/2024Anson Capital Inc.40,084$4.21M6.9%+17.1%0.780%
2/12/2024Avestar Capital LLC3,023$318K0.0%N/A0.059%
2/12/2024Steward Partners Investment Advisory LLC3,498$367K0.0%+5.3%0.068%
2/9/2024Tidemark LLC1,400$147K0.1%N/A0.027%
2/9/2024Crewe Advisors LLC1,041$109K0.0%N/A0.020%
2/9/2024Wells Fargo & Company MN326,429$34.29M0.0%+31.1%6.351%
2/9/2024Thoroughbred Financial Services LLC9,544$1.00M0.1%N/A0.186%
2/9/2024UBS Group AG75,382$7.92M0.0%+8.7%1.467%
2/8/2024Janney Montgomery Scott LLC4,904$515K0.0%+14.2%0.095%
2/7/2024Avantax Advisory Services Inc.4,544$477K0.0%N/A0.088%
2/7/2024Northwest Financial Advisors295$31K0.0%N/A0.006%
2/6/2024Private Advisor Group LLC57,335$6.02M0.0%+53.0%1.115%
2/6/20249258 Wealth Management LLC3,270$343K0.1%-36.5%0.064%
2/6/2024Aveo Capital Partners LLC34,158$3.59M0.4%-3.6%0.665%
2/6/2024Great Valley Advisor Group Inc.2,006$211K0.0%N/A0.039%
2/1/2024Sigma Planning Corp6,308$663K0.1%-55.8%0.123%
2/1/2024First Command Advisory Services Inc.483$51K0.0%N/A0.009%
1/31/2024Resonant Capital Advisors LLC129,883$13.64M1.3%+5.2%2.527%
1/31/2024Western Wealth Management LLC12,846$1.35M0.1%+5.7%0.250%
1/30/2024Investors Research Corp28,097$2.95M0.7%-0.8%0.547%
1/29/2024AlphaQ Advisors LLC16,571$1.74M1.2%N/A0.322%
1/29/2024Fusion Family Wealth LLC451,546$47.43M5.3%-1.3%8.785%
1/26/2024GHP Investment Advisors Inc.28,159$2.96M0.2%-1.9%0.548%
1/26/2024 Eagle Strategies LLC29,926$3.14M0.7%+3.8%0.582%
1/26/2024Geneos Wealth Management Inc.4,737$498K0.0%+40.6%0.092%
1/24/2024 Stratos Wealth Advisors LLC45,101$4.74M0.3%+1.5%0.877%
1/19/2024 Fifth Third Bancorp500$53K0.0%N/A0.010%
1/19/2024 Fermata Advisors LLC60,419$6.35M1.5%-5.2%1.175%
1/19/2024Patriot Financial Group Insurance Agency LLC4,617$485K0.1%+36.3%0.090%
1/16/2024 Raymond James Financial Services Advisors Inc.17,117$1.80M0.0%+141.3%0.333%
1/16/2024 Raymond James & Associates85,061$8.93M0.0%+4.1%1.655%
1/16/2024 First Financial Corp IN1,881$198K0.1%-5.4%0.037%
1/12/2024 Cedar Brook Financial Partners LLC4,581$470K0.1%+33.9%0.089%
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1/12/2024Redhawk Wealth Advisors Inc.39,100$4.11M0.8%N/A0.761%
1/11/2024 Dynamic Advisor Solutions LLC3,752$384K0.0%+9.1%0.073%
1/8/2024 Systelligence LLC143,842$15.11M4.1%-7.5%2.798%
1/8/2024 RVW Wealth LLC173,064$18.18M2.0%-8.2%3.367%
11/14/2023Private Advisory Group LLC37,239$3.49M0.7%N/A0.724%
11/13/2023LPL Financial LLC427,246$40.09M0.0%+21.2%8.312%
11/9/2023UBS Group AG69,357$6.51M0.0%+29.0%1.349%
11/8/20239258 Wealth Management LLC5,147$483K0.1%-49.5%0.100%
11/8/2023Janney Montgomery Scott LLC4,296$403K0.0%-20.0%0.084%
11/8/2023 Eagle Strategies LLC28,838$2.71M0.7%+4.0%0.561%
11/8/2023Western Wealth Management LLC12,154$1.14M0.1%+13.7%0.236%
11/7/2023Atria Investments Inc11,701$1.10M0.0%-6.8%0.228%
11/7/2023 Fermata Advisors LLC63,706$5.98M1.7%N/A1.239%
11/6/2023Aveo Capital Partners LLC35,443$3.33M0.4%+0.4%0.690%
11/6/2023Sigma Planning Corp14,265$1.34M0.1%+3.9%0.278%
11/3/2023Private Advisor Group LLC37,480$3.52M0.0%+179.5%0.729%
11/1/2023Investors Research Corp28,316$2.66M0.7%-4.2%0.551%
11/1/2023Nwam LLC10,146$952K0.1%-3.3%0.197%
10/31/2023Resonant Capital Advisors LLC123,440$11.58M1.2%+1.3%2.402%
10/30/2023Klingman & Associates LLC12,954$1.22M0.1%-5.4%0.252%
10/24/2023 Stratos Wealth Advisors LLC44,417$4.17M0.3%+5.0%0.864%
10/24/2023 Raymond James Financial Services Advisors Inc.7,095$666K0.0%+105.1%0.138%
10/24/2023 Raymond James & Associates81,725$7.67M0.0%+30.3%1.590%
10/24/2023Fusion Family Wealth LLC457,580$42.94M5.3%+0.1%8.902%
10/24/2023 Cambridge Investment Research Advisors Inc.11,806$1.11M0.0%+6.2%0.230%
10/23/2023Commonwealth Equity Services LLC30,523$2.86M0.0%+76.2%0.594%
10/19/2023Patriot Financial Group Insurance Agency LLC3,388$318K0.1%-9.7%0.066%
10/19/2023 Marshall Financial Group LLC7,475$701K0.3%-8.2%0.145%
10/18/2023 Strategic Blueprint LLC2,157$202K0.0%-13.1%0.042%
10/17/2023GHP Investment Advisors Inc.28,704$2.60M0.2%-1.1%0.558%
10/17/2023 Cedar Brook Financial Partners LLC3,421$321K0.1%+4.0%0.067%
10/17/2023 Founders Financial Securities LLC13,605$1.28M0.2%+30.8%0.265%
10/12/2023 RVW Wealth LLC188,525$17.69M2.1%-1.8%3.668%
10/11/2023Geneos Wealth Management Inc.3,369$316K0.0%+20.1%0.066%
10/11/2023 Dynamic Advisor Solutions LLC3,439$323K0.0%+22.9%0.067%
10/10/2023 Systelligence LLC155,564$14.60M4.1%N/A3.027%
8/30/2023Western Wealth Management LLC10,692$1.03M0.1%+6.5%0.208%
8/14/2023Snowden Capital Advisors LLC10,663$1.02M0.0%+3.1%0.207%
8/11/2023 Founders Financial Securities LLC10,402$999K0.1%N/A0.202%
8/10/2023Osaic Holdings Inc.106,925$10.27M0.0%-12.9%2.080%
8/10/2023Commonwealth Equity Services LLC17,323$1.66M0.0%+35.9%0.337%
8/10/2023US Bancorp DE1,445$139K0.0%+49.7%0.028%
8/10/2023Private Advisor Group LLC13,411$1.29M0.0%+1.1%0.261%
8/10/2023Nwam LLC10,492$1.01M0.1%+153.2%0.204%
8/8/2023Geneos Wealth Management Inc.2,806$270K0.0%+5.3%0.055%
8/8/20239258 Wealth Management LLC10,184$978K0.2%-64.3%0.198%
8/8/2023Aveo Capital Partners LLC35,301$3.39M0.4%N/A0.687%
8/7/2023Lincoln National Corp2,417$232K0.0%N/A0.047%
8/4/2023Envestnet Asset Management Inc.20,882$2.01M0.0%-31.2%0.406%
8/4/2023Atria Investments Inc12,557$1.21M0.0%N/A0.244%
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8/4/2023 Parsons Capital Management Inc. RI2,175$209K0.0%N/A0.042%
8/3/2023Atria Wealth Solutions Inc.7,221$694K0.0%N/A0.140%
8/3/2023 Dynamic Advisor Solutions LLC2,799$269K0.0%N/A0.054%
8/3/2023 Eagle Strategies LLC27,742$2.67M0.6%N/A0.540%
8/2/2023Anson Capital Inc.33,111$3.18M5.9%+112.3%0.644%
8/2/2023Sigma Planning Corp13,731$1.32M0.0%+7.0%0.267%
7/31/2023LPL Financial LLC352,589$33.87M0.0%+5.7%6.860%
7/31/2023Klingman & Associates LLC13,694$1.32M0.1%+5.7%0.266%
7/26/2023Janney Montgomery Scott LLC5,371$516K0.0%-4.7%0.115%
7/26/2023Resonant Capital Advisors LLC121,874$11.71M1.3%+36.9%2.615%
(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, 78 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 ($19.39M), Systelligence LLC ($16.48M), Resonant Capital Advisors LLC ($13.64M), and Osaic Holdings Inc. ($10.27M).Learn more on RWK's institutional investors.

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

Of the 65 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), Fusion Family Wealth LLC ($148.13K), LPL Financial LLC ($143.06K), Resonant Capital Advisors LLC ($113.63K), Fermata Advisors LLC ($86.50K), Wells Fargo & Company MN ($77.51K), and Raymond James & Associates ($76.40K).

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

Institutional investors have bought a total of 1,436,450 shares in the last 24 months. This purchase volume represents approximately $132.99M in transactions.

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

Of the 42 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 ($202.90K), Fusion Family Wealth LLC ($57.80K), Advisor Group Holdings Inc. ($31.16K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), UBS Group AG ($24.26K), and Fermata Advisors LLC ($19.73K).

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

Institutional investors have sold a total of 514,514 shares in the last 24 months. This volume of shares sold represents approximately $46.07M in transactions.


This page (NYSEARCA:RWK) was last updated on 4/26/2024 by MarketBeat.com Staff

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