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

Invesco S&P MidCap 400 Revenue ETF logo
$101.54 +1.06 (+1.05%)
As of 04/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$146.95M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$16.12M
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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
4/17/2025 Janney Montgomery Scott LLC11,570$1.25M0.0%+79.5%0.160%
4/16/2025 Wealth Enhancement Advisory Services LLC62,016$6.69M0.0%+1.2%0.857%
4/15/2025 Integrated Advisors Network LLC4,292$463K0.0%N/A0.058%
4/15/2025 Ipsen Advisor Group LLC42,630$4.60M4.0%+4.4%0.574%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,340$900K0.1%+7.3%0.112%
4/9/2025 HBW Advisory Services LLC2,032$219K0.0%+13.4%0.027%
4/8/2025 Investors Research Corp16,275$1.76M0.4%-9.1%0.219%
3/24/2025Mascagni Wealth Management Inc.2,193$255K0.2%N/A0.029%
3/17/2025 Wealth Enhancement Advisory Services LLC61,257$7.12M0.0%+1.6%0.802%
3/6/2025 Copia Wealth Management299$35K0.0%N/A0.004%
2/25/2025Leigh Baldwin & CO. LLC4,819$560K0.3%N/A0.063%
2/24/2025United Advisor Group LLC2,107$245K0.0%N/A0.028%
2/17/2025Waverly Advisors LLC9,251$1.08M0.0%N/A0.136%
2/17/2025Focus Partners Wealth1,796$209K0.0%N/A0.026%
2/17/2025Cetera Investment Advisers21,072$2.45M0.0%-5.0%0.309%
2/17/2025Bank of America Corp DE167,034$19.41M0.0%-0.7%2.453%
2/17/2025Ameriprise Financial Inc.146,845$17.07M0.0%-0.3%2.156%
2/17/2025Ancora Advisors LLC12,683$1.47M0.0%-8.9%0.186%
2/14/2025Jane Street Group LLC1,890$220K0.0%N/A0.028%
2/14/2025Eagle Strategies LLC42,402$4.93M0.9%+7.5%0.623%
2/14/2025Comerica Bank4,187$487K0.0%-9.5%0.061%
2/14/2025Marshall & Sterling Wealth Advisors Inc.35,410$4.12M2.8%N/A0.520%
2/14/2025Integrated Wealth Concepts LLC26,435$3.07M0.0%+1.4%0.388%
2/14/2025Stifel Financial Corp8,514$990K0.0%+9.5%0.125%
2/14/2025MML Investors Services LLC26,793$3.11M0.0%+12.4%0.393%
2/13/2025Capital Square LLC2,136$261K0.1%N/A0.031%
2/13/2025NewEdge Advisors LLC11,031$1.28M0.0%-2.8%0.162%
2/13/2025CreativeOne Wealth LLC6,116$711K0.0%+9.8%0.090%
2/13/2025Mariner LLC1,999$232K0.0%N/A0.029%
2/13/2025Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/13/2025Advisory Services Network LLC5,920$688K0.0%N/A0.087%
2/13/2025Envestnet Asset Management Inc.23,920$2.78M0.0%-3.1%0.351%
2/13/2025Wells Fargo & Company MN347,171$40.35M0.0%+7.4%5.098%
2/12/2025Thoroughbred Financial Services LLC11,751$1.37M0.1%+4.2%0.173%
2/12/2025JPMorgan Chase & Co.9,495$1.10M0.0%+142.2%0.139%
2/12/2025Ausdal Financial Partners Inc.20,062$2.33M0.2%+13.0%0.295%
2/12/2025 Ipsen Advisor Group LLC40,839$4.75M4.1%N/A0.600%
2/10/2025Harbour Investments Inc.1,517$176K0.0%+28.8%0.022%
2/10/2025Commonwealth Equity Services LLC69,903$8.13M0.0%+11.7%1.026%
2/10/2025Avantax Advisory Services Inc.6,393$743K0.0%+13.2%0.094%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/7/2025 Investors Research Corp17,911$2.08M0.5%-0.7%0.263%
2/7/2025Independent Advisor Alliance5,279$614K0.0%N/A0.078%
2/7/2025New Insight Wealth Advisors2,087$243K0.1%-26.3%0.031%
2/7/2025Haven Private LLC4,460$518K0.3%N/A0.065%
2/6/2025Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/6/2025Vantage Financial Partners LLC14,391$1.67M0.4%+44.8%0.211%
2/6/2025Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/6/2025Steward Partners Investment Advisory LLC6,702$779K0.0%+6.6%0.098%
2/6/2025Jones Financial Companies Lllp12,990$1.51M0.0%+150.6%0.191%
2/5/2025Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/5/2025Nwam LLC19,232$2.24M0.1%+2.8%0.282%
2/3/2025Sigma Planning Corp20,211$2.35M0.1%+4.7%0.297%
2/3/2025Private Advisor Group LLC64,377$7.48M0.0%+0.8%0.945%
1/31/2025Global Retirement Partners LLC1,886$219K0.0%+25.7%0.028%
1/31/2025Truist Financial Corp17,022$1.98M0.0%-0.7%0.250%
1/31/2025Sanctuary Advisors LLC27,306$3.36M0.0%-1.1%0.401%
1/31/2025Systelligence LLC113,311$13.17M3.3%-18.1%1.664%
1/31/2025Anson Capital Inc.47,098$5.47M4.8%-1.5%0.692%
1/31/2025J.W. Cole Advisors Inc.1,748$203K0.0%N/A0.026%
1/30/2025Aveo Capital Partners LLC25,309$2.94M0.3%-7.1%0.372%
1/27/2025GHP Investment Advisors Inc.26,871$3.12M0.1%-2.0%0.395%
1/27/2025Stratos Wealth Advisors LLC53,200$6.18M0.3%+6.5%0.781%
1/27/2025Fusion Family Wealth LLC503,385$58.56M5.4%+4.2%7.392%
1/24/2025Financial Life Planners559$65K0.1%N/A0.008%
1/24/2025Resonant Capital Advisors LLC154,708$17.98M1.3%+2.0%2.272%
1/23/2025Fifth Third Securities Inc.3,438$400K0.0%N/A0.050%
1/23/2025RVW Wealth LLC143,392$16.67M1.6%-7.2%2.106%
1/22/2025 Patriot Financial Group Insurance Agency LLC7,770$903K0.1%+37.6%0.114%
1/22/2025Perigon Wealth Management LLC26,367$3.18M0.1%+6.5%0.387%
1/22/2025Prism Advisors Inc.187,246$21.76M6.5%+23.1%2.750%
1/21/2025Geneos Wealth Management Inc.10,700$1.24M0.0%+28.0%0.157%
1/17/2025 Seros Financial LLC70,738$7.77M7.0%N/A1.039%
1/17/2025 Janney Montgomery Scott LLC6,445$749K0.0%+25.6%0.095%
1/16/2025Willner & Heller LLC3,439$400K0.4%+13.4%0.050%
1/15/2025 Fermata Advisors LLC1,993$232K0.0%-26.0%0.029%
1/14/2025 Foresight Capital Management Advisors Inc.26,247$3.05M1.8%-4.2%0.385%
1/14/2025Brady Family Wealth LLC1,928$224K0.1%-10.1%0.028%
1/13/2025PSI Advisors LLC909$106K0.0%+77.2%0.013%
1/10/2025 HBW Advisory Services LLC1,792$208K0.0%N/A0.026%
12/26/2024JPMorgan Chase & Co.3,921$456K0.0%+402.0%0.058%
11/25/2024Sanctuary Advisors LLC27,617$3.44M0.0%-7.5%0.406%
11/15/2024MML Investors Services LLC23,841$2.77M0.0%+1.4%0.350%
11/15/2024Stifel Financial Corp7,778$905K0.0%-3.0%0.114%
11/15/2024Integrated Wealth Concepts LLC26,070$3.03M0.0%+3.4%0.383%
11/14/2024Flow Traders U.S. LLC2,482$289K0.0%N/A0.036%
11/14/2024Rockefeller Capital Management L.P.14,207$1.65M0.0%+4.0%0.209%
11/14/2024CreativeOne Wealth LLC5,572$648K0.0%N/A0.082%
11/13/2024Private Trust Co. NA1,017$118K0.0%-51.1%0.015%
11/12/2024Great Valley Advisor Group Inc.2,006$233K0.0%-13.9%0.029%
11/12/2024Nwam LLC18,704$2.18M0.1%N/A0.275%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
11/12/2024 Investors Research Corp18,034$2.10M0.5%-21.4%0.265%
11/6/2024Signature Estate & Investment Advisors LLC5,517$642K0.0%+2.8%0.081%
11/5/2024Systelligence LLC138,329$16.09M4.0%+6.0%2.031%
11/4/2024Sigma Planning Corp19,308$2.25M0.1%+1.3%0.284%
10/28/2024US Bancorp DE2,016$234K0.0%+47.9%0.030%
10/25/2024Eagle Strategies LLC39,435$4.59M0.8%+2.7%0.579%
10/24/2024Anson Capital Inc.47,795$5.56M5.0%-0.7%0.702%
10/24/2024GHP Investment Advisors Inc.27,420$3.19M0.1%-0.7%0.403%
10/24/2024 Wealth Enhancement Advisory Services LLC60,316$7.02M0.0%+1.1%0.886%
10/23/2024PSI Advisors LLC513$60K0.0%N/A0.008%
(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, 119 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($63.56M), Fusion Family Wealth LLC ($58.56M), Wells Fargo & Company MN ($40.35M), Prism Advisors Inc. ($21.76M), Bank of America Corp DE ($19.41M), Resonant Capital Advisors LLC ($17.98M), and Ameriprise Financial Inc. ($17.07M).Learn more on RWK's institutional investors.

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

Of the 103 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: Raymond James Financial Inc. ($242.07K), Prism Advisors Inc. ($187.25K), Systelligence LLC ($163.43K), LPL Financial LLC ($128.82K), Wells Fargo & Company MN ($101.52K), Private Advisory Group LLC ($85.72K), and Eagle Strategies LLC ($72.33K).

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

Institutional investors have bought a total of 2,225,447 shares in the last 24 months. This purchase volume represents approximately $237.67M in transactions.

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

Of the 48 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: Fermata Advisors LLC ($61.71K), RVW Wealth LLC ($57.14K), Systelligence LLC ($50.12K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), Flagship Harbor Advisors LLC ($18.37K), and Osaic Holdings Inc. ($15.86K).

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

Institutional investors have sold a total of 340,891 shares in the last 24 months. This volume of shares sold represents approximately $35.79M in transactions.


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This page (NYSEARCA:RWK) was last updated on 4/19/2025 by MarketBeat.com Staff
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