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

$92.30
+1.47 (+1.62%)
(As of 05/31/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$335.37M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$34.84M
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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
5/24/2024 Cetera Advisors LLC8,734$819K0.0%+5.4%0.026%
5/24/2024 Cetera Investment Advisers112,930$10.59M0.0%+1,058.9%0.333%
5/21/2024 Atria Investments Inc11,282$1.06M0.0%N/A0.033%
5/17/2024 Kozak & Associates Inc.388,458$36.13M9.7%+13.7%1.144%
5/17/2024 Comerica Bank11,660$1.09M0.0%+1.0%0.036%
5/16/2024 Kraft Davis & Associates LLC101,913$9.38M2.9%N/A0.312%
5/13/2024 O Shaughnessy Asset Management LLC1,010$95K0.0%-47.1%0.003%
5/13/2024 Ameritas Investment Partners Inc.1,452$136K0.0%-64.0%0.004%
5/10/2024 Osaic Holdings Inc.532,222$49.89M0.1%+7.4%1.629%
5/10/2024 Rodgers & Associates LTD26,244$2.46M0.3%+8.2%0.080%
5/10/2024 Nwam LLC15,645$1.43M0.1%+28.1%0.048%
5/9/2024 Landaas & Co. WI ADV3,388$318K0.1%+9.7%0.010%
5/8/2024 Avantax Advisory Services Inc.132,538$12.42M0.1%+10.3%0.406%
5/8/2024 US Bancorp DE7,798$731K0.0%+1,459.6%0.024%
5/8/2024 Thoroughbred Financial Services LLC107,179$10.05M1.0%-7.2%0.328%
5/7/2024 Concurrent Investment Advisors LLC12,205$1.14M0.0%+18.2%0.037%
5/6/2024 Envestnet Portfolio Solutions Inc.5,797$543K0.0%+50.1%0.018%
5/4/2024 Geneos Wealth Management Inc.28,752$2.70M0.1%+2.4%0.088%
5/4/2024 Glassman Wealth Services745$70K0.0%N/A0.002%
5/3/2024 WealthTrust Asset Management LLC2,650$248K0.2%N/A0.008%
5/3/2024 GSA Capital Partners LLP5,340$501K0.0%+3.4%0.016%
5/3/2024 Absolute Capital Management LLC105,656$9.90M6.3%-3.9%0.323%
5/1/2024 Janney Montgomery Scott LLC18,272$1.71M0.0%+25.3%0.056%
5/1/2024 Klingman & Associates LLC246,225$23.08M1.6%+5.0%0.753%
4/30/2024 Private Advisor Group LLC125,539$11.77M0.1%+5.3%0.384%
4/30/2024 Consolidated Portfolio Review Corp26,921$2.52M0.7%+0.9%0.082%
4/29/2024Commonwealth Equity Services LLC298,170$27.95M0.0%+4.2%0.912%
4/26/2024 MONECO Advisors LLC61,898$5.80M0.9%+14.3%0.192%
4/25/2024 Allworth Financial LP2,325,189$217.94M1.5%-2.0%7.214%
4/25/2024 Cambridge Investment Research Advisors Inc.38,241$3.58M0.0%+7.8%0.119%
4/24/2024 Simplicity Wealth LLC4,240$397K0.0%N/A0.013%
4/24/2024 Essex Financial Services Inc.2,418$227K0.0%N/A0.008%
4/23/2024 Global Retirement Partners LLC81,746$7.66M0.3%+46.0%0.254%
4/23/2024 Nations Financial Group Inc. IA ADV23,721$2.22M0.2%+33.1%0.074%
4/23/2024 Raymond James Financial Services Advisors Inc.559,357$52.43M0.1%+95.3%1.736%
4/22/2024 PFG Investments LLC26,921$2.52M0.2%N/A0.084%
4/22/2024 Raymond James & Associates78,793$7.39M0.0%+30.2%0.244%
4/19/2024 Kovack Advisors Inc.17,261$1.62M0.2%-9.0%0.054%
4/19/2024 E&G Advisors LP3,650$342K0.1%-3.9%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC6,370$597K0.0%+113.8%0.020%
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad)

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4/16/2024 ERn Financial LLC372,764$34.94M6.1%+0.1%1.157%
4/15/2024 Wealthcare Advisory Partners LLC36,312$3.40M0.1%-16.9%0.113%
4/15/2024 Key Client Fiduciary Advisors LLC11,964$1.12M0.6%+33.9%0.037%
4/15/2024 Brookstone Capital Management31,405$2.94M0.1%+23.1%0.097%
4/15/2024 Flagstar 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%
3/5/2024 Fisher Asset Management LLC2,471$211K0.0%N/A0.010%
2/16/2024Harbour Investments Inc.84,542$7.22M0.3%+9.0%0.338%
2/13/2024 Cetera Advisor Networks LLC63,242$5.40M0.0%+10.9%0.253%
2/13/2024 Arbor Capital Management Inc. ADV58,078$4.96M3.7%-4.0%0.232%
2/12/2024 Stifel Financial Corp150,425$12.84M0.0%+538.1%0.602%
2/12/2024 Steward Partners Investment Advisory LLC15,177$1.30M0.0%+13.1%0.061%
2/9/2024 Nations Financial Group Inc. IA ADV17,824$1.52M0.1%+211.4%0.071%
2/9/2024 Cambridge Investment Research Advisors Inc.35,476$3.03M0.0%-16.4%0.142%
2/9/2024 EverSource Wealth Advisors LLC71,731$6.12M0.6%+16.3%0.287%
2/9/2024 Wells Fargo & Company MN463,847$39.59M0.0%+19.6%1.855%
2/9/2024 Thoroughbred Financial Services LLC115,454$9.85M0.8%+8.5%0.462%
2/9/2024 UBS Group AG528,129$45.07M0.0%+19.8%2.113%
2/8/2024 Level Four Advisory Services LLC20,649$1.76M0.1%-26.9%0.083%
2/8/2024 Financial Advocates Investment Management19,567$1.67M0.1%+1.1%0.078%
2/8/2024 Kingsview Wealth Management LLC2,558$218K0.0%N/A0.010%
2/8/2024 Janney Montgomery Scott LLC14,578$1.24M0.0%+17.0%0.058%
2/7/2024 Avantax Advisory Services Inc.120,188$10.26M0.1%-0.5%0.481%
2/7/2024 Envestnet Portfolio Solutions Inc.3,861$329K0.0%N/A0.015%
2/7/2024 Acorn Wealth Advisors LLC8,149$695K0.4%-12.0%0.033%
2/7/2024 Principal Securities Inc.5,718$488K0.0%N/A0.023%
2/6/2024 Lincoln National Corp22,115$1.89M0.0%+2.6%0.088%
2/6/2024 Private Advisor Group LLC119,181$10.17M0.1%+28.2%0.477%
2/6/2024 Wealthcare Advisory Partners LLC43,687$3.73M0.1%+32.7%0.175%
2/6/2024 Solano Wealth Management Inc.26,451$2.26M1.4%+0.7%0.106%
2/6/2024 Merit 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%
2/6/2024 Fisher Asset Management LLC2,471$211K0.0%N/A0.010%
2/6/2024 Great Valley Advisor Group Inc.10,896$930K0.0%-4.8%0.044%
2/5/2024 Kestra Private Wealth Services LLC3,813$325K0.0%+3.8%0.015%
2/5/2024 Legacy Capital Wealth Partners LLC108,768$9.28M2.6%-8.1%0.435%
2/2/2024 Absolute Capital Management LLC109,998$9.39M8.5%+38.9%0.440%
2/2/2024 Kovack Advisors Inc.18,960$1.62M0.2%N/A0.076%
2/2/2024 Rodgers & Associates LTD24,254$2.07M0.3%-2.0%0.097%
2/2/2024 Atria Wealth Solutions Inc.89,569$7.64M0.1%-4.1%0.358%
2/1/2024 Kelman Lazarov Inc.34,554$2.95M0.6%-3.8%0.138%
2/1/2024 Sigma Planning Corp5,101$435K0.0%-64.0%0.020%
1/31/2024 Resonant Capital Advisors LLC74,227$6.34M0.6%-0.6%0.297%
1/31/2024 Western Wealth Management LLC60,033$5.12M0.4%+2.5%0.240%
1/30/2024 Wealth Alliance2,500$213K0.0%N/A0.010%
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad)

In January 2021, Donald Trump silently rolled out a special gift to the American public… One that top house republicans called “The Key To America’s Economic Future”.

You just have to make this simple move before July 30, 2024.
1/29/2024 Consolidated Portfolio Review Corp26,674$2.28M0.5%+0.6%0.107%
1/29/2024 Klingman & Associates LLC234,515$20.01M1.5%+11.3%0.938%
1/29/2024 Aspire Capital Advisors LLC78,772$6.72M2.7%+7.4%0.315%
1/29/2024 Fusion Family Wealth LLC1,329,564$113.47M12.8%0.0%5.318%
1/26/2024 Geneos 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%
1/24/2024 Stratos Wealth Partners LTD.132,190$11.28M0.2%+21.0%0.529%
1/24/2024 Allworth 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%
1/24/2024 Private Trust Co. NA2,329$199K0.0%+12.2%0.009%
(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, 163 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 ($217.94M), LPL Financial LLC ($134.87M), Fusion Family Wealth LLC ($113.47M), Ameriprise Financial Inc. ($101.67M), Bank of America Corp DE ($70.10M), and Raymond James Financial Services Advisors Inc. ($52.43M).Learn more on RWL's institutional investors.

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

Of the 148 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), Raymond James Financial Services Advisors Inc. ($540.01K), Fusion Family Wealth LLC ($328.26K), Kozak & Associates Inc. ($245.81K), Envestnet Asset Management Inc. ($179.43K), and Private Advisor Group LLC ($140.65K).

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

Institutional investors have bought a total of 8,048,497 shares in the last 24 months. This purchase volume represents approximately $625.19M in transactions.

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

Of the 75 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: Raymond James Financial Services Advisors Inc. ($237.19K), RVW Wealth LLC ($159.90K), Fusion Family Wealth LLC ($153.38K), Win Advisors Inc. ($114.59K), Legacy Capital Wealth Partners LLC ($68.40K), Money Concepts Capital Corp ($60.02K), and Envestnet Asset Management Inc. ($46.86K).

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

Institutional investors have sold a total of 1,396,534 shares in the last 24 months. This volume of shares sold represents approximately $105.20M in transactions.


This page (NYSEARCA:RWL) was last updated on 6/2/2024 by MarketBeat.com Staff

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