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

Invesco S&P MidCap 400 Revenue ETF logo
$122.19 +2.17 (+1.81%)
(As of 01:20 PM ET)
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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)
65
Total
Institutional Inflows
(last 12 months)
$98.00M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$17.74M
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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
11/15/2024 MML Investors Services LLC23,841$2.77M0.0%+1.4%0.350%
11/15/2024 Stifel Financial Corp7,778$905K0.0%-3.0%0.114%
11/15/2024 Integrated Wealth Concepts LLC26,070$3.03M0.0%+3.4%0.383%
11/14/2024 Flow Traders U.S. LLC2,482$289K0.0%N/A0.036%
11/14/2024 Rockefeller Capital Management L.P.14,207$1.65M0.0%+4.0%0.209%
11/14/2024 CreativeOne Wealth LLC5,572$648K0.0%N/A0.082%
11/13/2024 Private Trust Co. NA1,017$118K0.0%-51.1%0.015%
11/12/2024 Great Valley Advisor Group Inc.2,006$233K0.0%-13.9%0.029%
11/12/2024 Nwam LLC18,704$2.18M0.1%N/A0.275%
11/12/2024 Investors Research Corp18,034$2.10M0.5%-21.4%0.265%
11/6/2024 Signature Estate & Investment Advisors LLC5,517$642K0.0%+2.8%0.081%
11/5/2024 Systelligence LLC138,329$16.09M4.0%+6.0%2.031%
11/4/2024 Sigma Planning Corp19,308$2.25M0.1%+1.3%0.284%
10/28/2024 US Bancorp DE2,016$234K0.0%+47.9%0.030%
10/25/2024 Eagle Strategies LLC39,435$4.59M0.8%+2.7%0.579%
10/24/2024 Anson Capital Inc.47,795$5.56M5.0%-0.7%0.702%
10/24/2024 GHP 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%
10/23/2024 PSI Advisors LLC513$60K0.0%N/A0.008%
10/22/2024 Private Advisor Group LLC63,877$7.43M0.0%+4.2%0.938%
10/18/2024Resonant Capital Advisors LLC151,729$17.65M1.3%+3.7%2.228%
10/18/2024Raymond James & Associates92,784$10.79M0.0%+8.6%1.362%
10/18/2024Stratos Wealth Advisors LLC49,958$5.81M0.3%+0.4%0.734%
10/17/2024Fusion Family Wealth LLC483,221$56.21M5.2%+4.8%7.096%
10/17/2024 Claro Advisors LLC341$40K0.0%-95.3%0.005%
10/16/2024 Marshall Financial Group LLC7,077$823K0.2%-5.8%0.104%
10/16/2024 Prism Advisors Inc.152,166$17.70M5.1%N/A2.234%
10/11/2024 Empirical Asset Management LLC1,797$209K0.0%N/A0.026%
10/10/2024 Willner & Heller LLC3,032$353K0.3%+6.1%0.045%
10/9/2024 Fermata Advisors LLC2,695$314K0.1%-21.8%0.040%
10/8/2024 Dynamic Advisor Solutions LLC3,136$365K0.0%-8.1%0.046%
10/7/2024 Foresight Capital Management Advisors Inc.27,392$3.19M1.9%+74.2%0.402%
9/5/2024Sanctuary Advisors LLC29,842$3.26M0.0%N/A0.438%
8/22/2024 Cetera Investment Advisers22,858$2.51M0.0%+54.7%0.336%
8/21/2024 Truist Financial Corp17,270$1.90M0.0%+50.9%0.254%
8/19/2024B. Riley Wealth Advisors Inc.4,795$526K0.0%N/A0.070%
8/16/2024 NewEdge Advisors LLC10,996$1.21M0.0%+5.3%0.161%
8/16/2024 Northwestern Mutual Wealth Management Co.92,743$10.18M0.0%+45.6%1.362%
8/13/2024 Thrivent Financial for Lutherans27,197$2.99M0.0%N/A0.399%
8/12/2024 Mercer Global Advisors Inc. ADV2,338$257K0.0%N/A0.034%
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8/9/2024 DHK Financial Advisors Inc.3,500$384K0.3%N/A0.051%
8/8/2024 Envestnet Asset Management Inc.29,873$3.28M0.0%+28.9%0.439%
8/8/2024 Thoroughbred Financial Services LLC10,960$1.20M0.1%+38.5%0.161%
8/8/2024 Eagle Strategies LLC38,402$4.22M0.8%N/A0.564%
8/8/2024 LPL Financial LLC578,976$63.56M0.0%+6.5%8.502%
8/7/2024 Anson Capital Inc.48,136$5.29M5.2%+13.3%0.707%
8/7/2024 Vantage Financial Partners LLC4,183$459K0.1%N/A0.061%
8/6/2024 Ausdal Financial Partners Inc.10,323$1.13M0.1%N/A0.152%
8/5/2024 Private Advisor Group LLC61,300$6.73M0.0%+2.2%0.900%
8/3/2024 9258 Wealth Management LLC9,303$1.02M0.2%+15.2%0.137%
8/2/2024 Aveo Capital Partners LLC25,425$2.79M0.3%+2.0%0.373%
8/1/2024Resonant Capital Advisors LLC146,348$16.07M1.3%+7.5%2.149%
8/1/2024Flaharty Asset Management LLC2,273$250K0.0%-5.5%0.033%
7/31/2024Fusion Family Wealth LLC461,258$50.64M5.2%+0.4%6.773%
7/31/2024Commonwealth Equity Services LLC51,155$5.62M0.0%+11.6%0.751%
7/26/2024 Patriot Financial Group Insurance Agency LLC5,643$619K0.1%+4.6%0.083%
7/26/2024 Cambridge Investment Research Advisors Inc.10,143$1.11M0.0%-16.7%0.149%
7/26/2024 Signature Estate & Investment Advisors LLC5,368$589K0.0%N/A0.079%
7/26/2024 First Command Advisory Services Inc.993$109K0.0%+105.6%0.015%
7/25/2024 Systelligence LLC130,465$14.32M3.8%-8.9%1.916%
7/23/2024 Private Advisory Group LLC48,484$5.32M0.7%N/A0.712%
7/19/2024 Western Wealth Management LLC13,694$1.50M0.1%+4.2%0.201%
7/19/2024 Willner & Heller LLC2,858$314K0.3%+9.8%0.042%
7/19/2024Raymond James & Associates85,465$9.38M0.0%+3.0%1.255%
7/16/2024 Great Valley Advisor Group Inc.2,329$256K0.0%+16.1%0.034%
7/16/2024 Wealth Enhancement Advisory Services LLC59,643$6.55M0.0%+1,760.9%0.876%
7/15/2024 Dynamic Advisor Solutions LLC3,413$375K0.0%-5.4%0.050%
7/13/2024 Fermata Advisors LLC3,448$379K0.1%-92.2%0.051%
7/11/2024 Foresight Capital Management Advisors Inc.15,727$1.73M1.2%+51.4%0.231%
7/8/2024 RVW Wealth LLC156,042$17.13M1.7%-7.4%2.291%
5/24/2024 Cetera Investment Advisers14,778$1.70M0.0%N/A0.217%
5/17/2024 Comerica Bank3,310$381K0.0%+2.8%0.049%
5/16/2024 Ancora Advisors LLC14,499$1.67M0.0%+18.9%0.217%
5/14/2024 CreativeOne Wealth LLC5,028$579K0.0%N/A0.075%
5/10/2024 Osaic Holdings Inc.114,812$13.22M0.0%+16.9%1.719%
5/10/2024 Nwam LLC12,985$1.45M0.1%+17.5%0.194%
5/9/2024 New Insight Wealth Advisors2,176$250K0.2%-6.4%0.033%
5/8/2024 Avantax Advisory Services Inc.5,103$587K0.0%+12.3%0.076%
5/8/2024 Thoroughbred Financial Services LLC7,915$911K0.1%-17.1%0.118%
5/7/2024 Anson Capital Inc.42,503$4.89M7.0%+6.0%0.636%
5/4/2024 9258 Wealth Management LLC8,073$929K0.1%+146.9%0.121%
5/1/2024Resonant Capital Advisors LLC136,187$15.68M1.3%+4.9%2.039%
4/30/2024 Private Advisor Group LLC59,980$6.90M0.0%+4.6%0.898%
4/30/2024 SpiderRock Advisors LLC5,607$614K0.0%N/A0.084%
4/29/2024Commonwealth Equity Services LLC45,826$5.28M0.0%+15.8%0.686%
4/23/2024 Nations Financial Group Inc. IA ADV1,767$203K0.0%-65.1%0.027%
4/23/2024Raymond James Financial Services Advisors Inc.19,409$2.23M0.0%+13.4%0.295%
4/22/2024Raymond 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%
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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%
2/13/2024 Anson Capital Inc.40,084$4.21M6.9%+17.1%0.780%
2/12/2024 Avestar Capital LLC3,023$318K0.0%N/A0.059%
2/12/2024 Steward Partners Investment Advisory LLC3,498$367K0.0%+5.3%0.068%
2/9/2024 Tidemark LLC1,400$147K0.1%N/A0.027%
2/9/2024 Crewe Advisors LLC1,041$109K0.0%N/A0.020%
2/9/2024 Wells Fargo & Company MN326,429$34.29M0.0%+31.1%6.351%
2/9/2024 Thoroughbred Financial Services LLC9,544$1.00M0.1%N/A0.186%
2/9/2024 UBS Group AG75,382$7.92M0.0%+8.7%1.467%
(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, 95 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 ($56.21M), Wells Fargo & Company MN ($34.29M), Prism Advisors Inc. ($17.70M), Resonant Capital Advisors LLC ($17.65M), RVW Wealth LLC ($17.13M), and Systelligence LLC ($16.09M).Learn more on RWK's institutional investors.

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

Of the 80 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: LPL Financial LLC ($166.74K), Systelligence LLC ($163.43K), Prism Advisors Inc. ($152.17K), Fusion Family Wealth LLC ($93.02K), Fermata Advisors LLC ($86.50K), Raymond James & Associates ($86.19K), and Private Advisory Group LLC ($85.72K).

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

Institutional investors have bought a total of 1,844,926 shares in the last 24 months. This purchase volume represents approximately $186.78M in transactions.

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

Of the 43 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 ($184.88K), Fermata Advisors LLC ($61.01K), LPL Financial LLC ($30.14K), 9258 Wealth Management LLC ($25.26K), Systelligence LLC ($25.10K), 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 431,650 shares in the last 24 months. This volume of shares sold represents approximately $42.18M in transactions.


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This page (NYSEARCA:RWK) was last updated on 11/21/2024 by MarketBeat.com Staff
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