S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Invesco S&P 500 Revenue ETF (RWL) Institutional Ownership

$89.99
+0.46 (+0.51%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Revenue ETF (NYSEARCA:RWL)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$344.93M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$70.68M
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RWL Institutional Buying and Selling by Quarter

Invesco S&P 500 Revenue ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Kovack Advisors Inc.17,261$1.62M0.2%-9.0%0.054%
4/19/2024E&G Advisors LP3,650$342K0.1%-3.9%0.011%
4/16/2024Wealth Enhancement Advisory Services LLC6,370$597K0.0%+113.8%0.020%
4/16/2024ERn Financial LLC372,764$34.94M6.1%+0.1%1.157%
4/15/2024Wealthcare Advisory Partners LLC36,312$3.40M0.1%-16.9%0.113%
4/15/2024Key Client Fiduciary Advisors LLC11,964$1.12M0.6%+33.9%0.037%
4/15/2024Brookstone Capital Management31,405$2.94M0.1%+23.1%0.097%
4/15/2024Flagstar Advisors Inc.2,212$207K0.1%N/A0.007%
4/12/2024 Wealth Management Partners LLC63,962$6.00M3.0%-5.4%0.198%
4/12/2024 Global Assets Advisory LLC37,372$3.50M0.0%N/A0.116%
4/12/2024 AdvisorNet Financial Inc28,591$2.68M0.3%+3.9%0.114%
4/11/2024 Cadent Capital Advisors LLC119,002$11.15M4.4%N/A0.476%
4/8/2024 Tompkins Financial Corp42,898$4.02M0.5%-5.7%0.172%
4/8/2024 RVW Wealth LLC64,442$6.04M0.6%-5.2%0.258%
3/5/2024Fisher Asset Management LLC2,471$211K0.0%N/A0.010%
3/1/2024Goldman Sachs Group Inc.25,000$2.13M0.0%+8.6%0.100%
2/16/2024Harbour Investments Inc.84,542$7.22M0.3%+9.0%0.338%
2/16/2024GSA Capital Partners LLP5,162$441K0.0%+16.7%0.021%
2/15/2024Mercer Global Advisors Inc. ADV4,717$403K0.0%+14.7%0.019%
2/15/2024Main Street Group LTD5,182$442K0.2%N/A0.021%
2/15/2024Nwam LLC12,210$1.04M0.1%+12.4%0.049%
2/15/2024Buckingham Strategic Wealth LLC31,369$2.68M0.0%-6.7%0.125%
2/14/2024Royal Bank of Canada75,382$6.43M0.0%+3.0%0.302%
2/14/2024Kestra Advisory Services LLC50,941$4.35M0.0%+33.8%0.204%
2/14/2024Creative Planning5,732$489K0.0%+60.2%0.023%
2/13/2024Envestnet Asset Management Inc.269,228$22.98M0.0%+83.9%1.077%
2/13/2024Cetera Advisor Networks LLC63,242$5.40M0.0%+10.9%0.253%
2/13/2024Goldman Sachs Group Inc.25,000$2.13M0.0%+8.6%0.100%
2/13/2024Arbor Capital Management Inc. ADV58,078$4.96M3.7%-4.0%0.232%
2/12/2024Stifel Financial Corp150,425$12.84M0.0%+538.1%0.602%
2/12/2024Steward Partners Investment Advisory LLC15,177$1.30M0.0%+13.1%0.061%
2/9/2024Nations Financial Group Inc. IA ADV17,824$1.52M0.1%+211.4%0.071%
2/9/2024Cambridge Investment Research Advisors Inc.35,476$3.03M0.0%-16.4%0.142%
2/9/2024EverSource Wealth Advisors LLC71,731$6.12M0.6%+16.3%0.287%
2/9/2024Wells Fargo & Company MN463,847$39.59M0.0%+19.6%1.855%
2/9/2024Thoroughbred Financial Services LLC115,454$9.85M0.8%+8.5%0.462%
2/9/2024UBS Group AG528,129$45.07M0.0%+19.8%2.113%
2/8/2024Level Four Advisory Services LLC20,649$1.76M0.1%-26.9%0.083%
2/8/2024Financial Advocates Investment Management19,567$1.67M0.1%+1.1%0.078%
2/8/2024Kingsview Wealth Management LLC2,558$218K0.0%N/A0.010%
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2/8/2024Janney Montgomery Scott LLC14,578$1.24M0.0%+17.0%0.058%
2/7/2024Avantax Advisory Services Inc.120,188$10.26M0.1%-0.5%0.481%
2/7/2024Envestnet Portfolio Solutions Inc.3,861$329K0.0%N/A0.015%
2/7/2024Acorn Wealth Advisors LLC8,149$695K0.4%-12.0%0.033%
2/7/2024Principal Securities Inc.5,718$488K0.0%N/A0.023%
2/6/2024Lincoln National Corp22,115$1.89M0.0%+2.6%0.088%
2/6/2024Private Advisor Group LLC119,181$10.17M0.1%+28.2%0.477%
2/6/2024Wealthcare Advisory Partners LLC43,687$3.73M0.1%+32.7%0.175%
2/6/2024Solano Wealth Management Inc.26,451$2.26M1.4%+0.7%0.106%
2/6/2024Merit Financial Group LLC39,141$3.34M0.1%+1.9%0.157%
2/6/2024Commonwealth Equity Services LLC286,165$24.42M0.0%+12.6%1.145%
2/6/2024Fisher Asset Management LLC2,471$211K0.0%N/A0.010%
2/6/2024Great Valley Advisor Group Inc.10,896$930K0.0%-4.8%0.044%
2/5/2024MONECO Advisors LLC54,161$4.62M0.9%+4.8%0.217%
2/5/2024Kestra Private Wealth Services LLC3,813$325K0.0%+3.8%0.015%
2/5/2024Legacy Capital Wealth Partners LLC108,768$9.28M2.6%-8.1%0.435%
2/2/2024Absolute Capital Management LLC109,998$9.39M8.5%+38.9%0.440%
2/2/2024Kovack Advisors Inc.18,960$1.62M0.2%N/A0.076%
2/2/2024Rodgers & Associates LTD24,254$2.07M0.3%-2.0%0.097%
2/2/2024Atria Wealth Solutions Inc.89,569$7.64M0.1%-4.1%0.358%
2/1/2024Kelman Lazarov Inc.34,554$2.95M0.6%-3.8%0.138%
2/1/2024Sigma Planning Corp5,101$435K0.0%-64.0%0.020%
1/31/2024Resonant Capital Advisors LLC74,227$6.34M0.6%-0.6%0.297%
1/31/2024Western Wealth Management LLC60,033$5.12M0.4%+2.5%0.240%
1/30/2024Wealth Alliance2,500$213K0.0%N/A0.010%
1/29/2024Consolidated Portfolio Review Corp26,674$2.28M0.5%+0.6%0.107%
1/29/2024Klingman & Associates LLC234,515$20.01M1.5%+11.3%0.938%
1/29/2024Aspire Capital Advisors LLC78,772$6.72M2.7%+7.4%0.315%
1/29/2024Fusion Family Wealth LLC1,329,564$113.47M12.8%0.0%5.318%
1/26/2024Geneos Wealth Management Inc.28,086$2.40M0.1%+29.2%0.112%
1/25/2024 International Assets Investment Management LLC13,407$1.14M0.0%N/A0.054%
1/24/2024Stratos Wealth Partners LTD.132,190$11.28M0.2%+21.0%0.529%
1/24/2024Allworth Financial LP2,371,461$202.38M1.5%+0.2%9.486%
1/24/2024 International Assets Investment Management LLC13,407$1.14M0.0%N/A0.054%
1/24/2024Private Trust Co. NA2,329$199K0.0%+12.2%0.009%
1/23/2024Denver Wealth Management Inc.101,876$8.69M4.9%+9.9%0.408%
1/19/2024 AdvisorNet Financial Inc27,515$2.35M0.2%+92.5%0.110%
1/19/2024ERn Financial LLC372,426$31.47M5.9%-0.4%1.490%
1/18/2024Global Retirement Partners LLC55,980$4.74M0.2%+323.0%0.224%
1/17/2024Kozak & Associates Inc.341,701$28.92M9.2%+37.7%1.367%
1/16/2024Raymond James Financial Services Advisors Inc.286,360$24.44M0.0%+30.5%1.145%
1/16/2024Raymond James & Associates60,511$5.16M0.0%+13.9%0.242%
1/12/2024Cedar Brook Financial Partners LLC2,386$204K0.0%N/A0.010%
1/11/2024Brookstone Capital Management25,518$2.18M0.0%+7.8%0.102%
1/11/2024Amplius Wealth Advisors LLC38,021$3.25M0.4%-0.6%0.152%
1/11/2024Raymond James Trust N.A.4,125$352K0.0%+12.7%0.017%
1/11/2024 Dynamic Advisor Solutions LLC12,970$1.11M0.0%+3.8%0.052%
1/10/2024 Wealth Management Partners LLC67,632$5.77M3.2%-2.3%0.271%
1/9/2024Key Client Fiduciary Advisors LLC8,932$762K0.4%+3.3%0.036%
1/8/2024 RVW Wealth LLC68,004$5.80M0.6%-19.4%0.272%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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1/8/2024 Tompkins Financial Corp45,487$3.88M0.5%+22.0%0.182%
1/5/2024 Lowe Wealth Advisors LLC500$43K0.0%-47.9%0.002%
11/21/2023Comerica Bank11,528$901K0.0%N/A0.046%
11/21/2023 Tompkins Financial Corp37,286$2.91M0.5%-10.4%0.149%
11/16/2023Creative Planning3,578$280K0.0%-33.4%0.014%
11/16/2023Harbour Investments Inc.77,578$6.06M0.3%+12.3%0.310%
11/16/2023Belpointe Asset Management LLC5,028$393K0.0%+6.3%0.020%
11/16/2023Morgan Stanley2,304,559$180.08M0.0%-9.6%9.218%
11/15/2023Integrated Wealth Concepts LLC13,039$1.02M0.0%+5.4%0.052%
11/15/2023Mercer Global Advisors Inc. ADV4,114$321K0.0%-16.1%0.016%
(Data available from 1/1/2016 forward)

RWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWL shares?

During the previous two years, 175 institutional investors and hedge funds held shares of Invesco S&P 500 Revenue ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($2.13B), Allworth Financial LP ($202.38M), Morgan Stanley ($180.08M), LPL Financial LLC ($134.87M), Fusion Family Wealth LLC ($113.47M), Ameriprise Financial Inc. ($101.67M), and Bank of America Corp DE ($76.60M).Learn more on RWL's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Revenue ETF stock?

Of the 152 institutional investors that purchased Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($2.37M), LPL Financial LLC ($913.76K), Fusion Family Wealth LLC ($426.64K), Envestnet Asset Management Inc. ($303.37K), ERn Financial LLC ($292.30K), Raymond James Financial Services Advisors Inc. ($267.02K), and Advisor Group Holdings Inc. ($226.43K).

How much institutional buying is happening at Invesco S&P 500 Revenue ETF?

Institutional investors have bought a total of 8,636,693 shares in the last 24 months. This purchase volume represents approximately $660.88M in transactions.

Which Invesco S&P 500 Revenue ETF major shareholders have been selling company stock?

Of the 93 institutional investors that sold Invesco S&P 500 Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($340.83K), Raymond James Financial Services Advisors Inc. ($247.41K), RVW Wealth LLC ($159.90K), Fusion Family Wealth LLC ($153.38K), Win Advisors Inc. ($114.59K), UBS Group AG ($86.01K), and Legacy Capital Wealth Partners LLC ($68.40K).

How much institutional selling is happening at Invesco S&P 500 Revenue ETF?

Institutional investors have sold a total of 1,997,401 shares in the last 24 months. This volume of shares sold represents approximately $150.59M in transactions.


This page (NYSEARCA:RWL) was last updated on 4/19/2024 by MarketBeat.com Staff

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