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

Invesco S&P MidCap 400 Revenue ETF logo
$116.41 -2.97 (-2.49%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$144.36M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.51M
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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
2/17/2025 Waverly Advisors LLC9,251$1.08M0.0%N/A0.136%
2/17/2025 Focus Partners Wealth1,796$209K0.0%N/A0.026%
2/17/2025 Cetera Investment Advisers21,072$2.45M0.0%-5.0%0.309%
2/17/2025 Bank of America Corp DE167,034$19.41M0.0%-0.7%2.453%
2/17/2025 Ameriprise Financial Inc.146,845$17.07M0.0%-0.3%2.156%
2/17/2025 Ancora Advisors LLC12,683$1.47M0.0%-8.9%0.186%
2/14/2025 Jane Street Group LLC1,890$220K0.0%N/A0.028%
2/14/2025 Eagle Strategies LLC42,402$4.93M0.9%+7.5%0.623%
2/14/2025 Comerica Bank4,187$487K0.0%-9.5%0.061%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.35,410$4.12M2.8%N/A0.520%
2/14/2025 Integrated Wealth Concepts LLC26,435$3.07M0.0%+1.4%0.388%
2/14/2025 Stifel Financial Corp8,514$990K0.0%+9.5%0.125%
2/14/2025 MML Investors Services LLC26,793$3.11M0.0%+12.4%0.393%
2/13/2025 Capital Square LLC2,136$261K0.1%N/A0.031%
2/13/2025 NewEdge Advisors LLC11,031$1.28M0.0%-2.8%0.162%
2/13/2025 CreativeOne Wealth LLC6,116$711K0.0%+9.8%0.090%
2/13/2025 Mariner LLC1,999$232K0.0%N/A0.029%
2/13/2025 Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/13/2025 Advisory Services Network LLC5,920$688K0.0%N/A0.087%
2/13/2025 Envestnet Asset Management Inc.23,920$2.78M0.0%-3.1%0.351%
2/13/2025 Wells Fargo & Company MN347,171$40.35M0.0%+7.4%5.098%
2/12/2025 Thoroughbred Financial Services LLC11,751$1.37M0.1%+4.2%0.173%
2/12/2025 JPMorgan Chase & Co.9,495$1.10M0.0%+142.2%0.139%
2/12/2025 Ausdal 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%
2/10/2025 Harbour Investments Inc.1,517$176K0.0%+28.8%0.022%
2/10/2025 Commonwealth Equity Services LLC69,903$8.13M0.0%+11.7%1.026%
2/10/2025 Avantax Advisory Services Inc.6,393$743K0.0%+13.2%0.094%
2/7/2025 Investors Research Corp17,911$2.08M0.5%-0.7%0.263%
2/7/2025 Independent Advisor Alliance5,279$614K0.0%N/A0.078%
2/7/2025 New Insight Wealth Advisors2,087$243K0.1%-26.3%0.031%
2/7/2025 Haven Private LLC4,460$518K0.3%N/A0.065%
2/6/2025 Raymond James Financial Inc.121,035$14.07M0.0%N/A1.777%
2/6/2025 Vantage Financial Partners LLC14,391$1.67M0.4%+44.8%0.211%
2/6/2025 Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/6/2025 Steward Partners Investment Advisory LLC6,702$779K0.0%+6.6%0.098%
2/6/2025 Jones Financial Companies Lllp12,990$1.51M0.0%+150.6%0.191%
2/5/2025 Proficio Capital Partners LLC13,831$1.61M0.0%N/A0.203%
2/5/2025 Nwam LLC19,232$2.24M0.1%+2.8%0.282%
2/3/2025 Sigma Planning Corp20,211$2.35M0.1%+4.7%0.297%
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2/3/2025 Private Advisor Group LLC64,377$7.48M0.0%+0.8%0.945%
1/31/2025 Global Retirement Partners LLC1,886$219K0.0%+25.7%0.028%
1/31/2025 Truist Financial Corp17,022$1.98M0.0%-0.7%0.250%
1/31/2025 Sanctuary Advisors LLC27,306$3.36M0.0%-1.1%0.401%
1/31/2025 Systelligence LLC113,311$13.17M3.3%-18.1%1.664%
1/31/2025 Anson Capital Inc.47,098$5.47M4.8%-1.5%0.692%
1/31/2025 J.W. Cole Advisors Inc.1,748$203K0.0%N/A0.026%
1/30/2025 Aveo Capital Partners LLC25,309$2.94M0.3%-7.1%0.372%
1/27/2025 GHP Investment Advisors Inc.26,871$3.12M0.1%-2.0%0.395%
1/27/2025 Stratos Wealth Advisors LLC53,200$6.18M0.3%+6.5%0.781%
1/27/2025 Fusion Family Wealth LLC503,385$58.56M5.4%+4.2%7.392%
1/24/2025 Financial Life Planners559$65K0.1%N/A0.008%
1/24/2025 Resonant Capital Advisors LLC154,708$17.98M1.3%+2.0%2.272%
1/23/2025 Fifth Third Securities Inc.3,438$400K0.0%N/A0.050%
1/23/2025 RVW 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%
1/22/2025 Perigon Wealth Management LLC26,367$3.18M0.1%+6.5%0.387%
1/22/2025 Prism Advisors Inc.187,246$21.76M6.5%+23.1%2.750%
1/21/2025 Geneos 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%
1/16/2025 Willner & 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%
1/14/2025 Brady Family Wealth LLC1,928$224K0.1%-10.1%0.028%
1/13/2025 PSI Advisors LLC909$106K0.0%+77.2%0.013%
1/10/2025 HBW Advisory Services LLC1,792$208K0.0%N/A0.026%
12/26/2024 JPMorgan Chase & Co.3,921$456K0.0%+402.0%0.058%
11/25/2024 Sanctuary Advisors LLC27,617$3.44M0.0%-7.5%0.406%
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%
11/12/2024Great 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%
10/18/2024 Resonant Capital Advisors LLC151,729$17.65M1.3%+3.7%2.228%
Elon Social Security shock? (Ad)

“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One Boston based think tank believes it could have drastic impacts on your money and life in America.

10/18/2024Raymond James & Associates92,784$10.79M0.0%+8.6%1.362%
10/18/2024 Stratos Wealth Advisors LLC49,958$5.81M0.3%+0.4%0.734%
10/17/2024 Fusion 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%
(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, 114 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 99 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), Fermata Advisors LLC ($86.50K), 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 2,283,413 shares in the last 24 months. This purchase volume represents approximately $242.44M in transactions.

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

Of the 49 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 ($92.65K), Fermata Advisors LLC ($61.71K), 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 376,647 shares in the last 24 months. This volume of shares sold represents approximately $38.99M in transactions.



This page (NYSEARCA:RWK) was last updated on 2/22/2025 by MarketBeat.com Staff
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