Free Trial
→ 626 winning trades out of 647… (From Investing Daily) (Ad) Free RWL Stock Alerts

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

Invesco S&P 500 Revenue ETF logo
$97.24
-0.07 (-0.07%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$381.33M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$31.05M
Get RWL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RWL Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2024Nations Financial Group Inc. IA ADV29,586$2.90M0.2%+3.0%0.087%
11/4/2024Legacy Capital Wealth Partners LLC114,415$10.77M1.8%+27.7%0.337%
11/4/2024Sigma Planning Corp2,615$256K0.0%-78.3%0.008%
11/1/2024 Atria Investments Inc21,149$2.07M0.0%+85.4%0.062%
11/1/2024 Tompkins Financial Corp42,409$4.16M0.4%-0.5%0.125%
11/1/2024 Klingman & Associates LLC262,803$25.77M1.6%+2.3%0.774%
10/31/2024 Concurrent Investment Advisors LLC7,485$734K0.0%-39.3%0.022%
10/30/2024 Marks Group Wealth Management Inc2,520$247K0.0%N/A0.007%
10/30/2024 Ameritas Advisory Services LLC50,250$4.93M0.2%+9.6%0.148%
10/28/2024 US Bancorp DE9,900$971K0.0%-8.5%0.029%
10/25/2024 Financial Advocates Investment Management23,445$2.30M0.1%+11.5%0.069%
10/25/2024 Creekmur Asset Management LLC297$29K0.0%N/A0.001%
10/25/2024 MONECO Advisors LLC71,989$7.06M0.9%+1.3%0.212%
10/24/2024 Wealth Enhancement Advisory Services LLC94,106$9.23M0.0%+7.6%0.277%
10/24/2024 Consolidated Portfolio Review Corp32,022$3.14M0.7%+5.7%0.094%
10/23/2024 Allworth Financial LP2,396,779$235.05M1.4%+1.7%7.060%
10/22/2024 Private Advisor Group LLC101,412$9.95M0.1%+9.8%0.299%
10/21/2024 Rodgers & Associates LTD24,488$2.40M0.3%-3.5%0.072%
10/21/2024 Stewardship Advisors LLC190,988$18.73M5.3%N/A0.563%
10/21/2024 Denver Wealth Management Inc.143,040$14.03M6.5%+5.3%0.421%
10/18/2024Resonant Capital Advisors LLC74,020$7.26M0.5%-0.3%0.218%
10/18/2024Cadent Capital Advisors LLC124,632$12.22M3.8%+4.7%0.367%
10/18/2024E&G Advisors LP8,509$834K0.2%+65.5%0.025%
10/18/2024Key Client Fiduciary Advisors LLC17,646$1.73M0.8%+23.2%0.052%
10/18/2024Commonwealth Equity Services LLC331,766$32.54M0.0%+9.5%0.977%
10/18/2024Raymond James & Associates61,569$6.04M0.0%+3.6%0.181%
10/18/2024KMG Fiduciary Partners LLC8,579$841K0.1%N/A0.025%
10/17/2024Stratos Wealth Partners LTD.174,826$17.15M0.2%+4.1%0.515%
10/17/2024Fusion Family Wealth LLC1,415,712$138.84M12.8%+4.1%4.170%
10/17/2024Kozak & Associates Inc.478,567$47.89M11.3%+3.8%1.410%
10/16/2024 Secure Asset Management LLC3,293$323K0.1%+23.7%0.010%
10/16/2024 Global Retirement Partners LLC122,563$12.02M0.4%+7.4%0.361%
10/16/2024 ERn Financial LLC396,549$38.89M5.9%+3.0%1.168%
10/11/2024 Creative Planning5,587$548K0.0%+11.0%0.016%
10/10/2024 Simplicity Wealth LLC18,502$1.81M0.2%-2.1%0.054%
10/9/2024 Fermata Advisors LLC92,025$9.03M1.8%N/A0.271%
10/8/2024 CWM LLC1,277$125K0.0%-15.1%0.004%
10/8/2024 Brookstone Capital Management36,409$3.57M0.1%-14.3%0.107%
10/8/2024 Dynamic Advisor Solutions LLC12,098$1.19M0.0%-0.9%0.036%
9/5/2024Sanctuary Advisors LLC19,655$1.79M0.0%N/A0.058%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
8/22/2024Cetera Investment Advisers129,245$11.97M0.0%+14.4%0.381%
8/21/2024Truist Financial Corp27,193$2.52M0.0%+5.3%0.080%
8/16/2024NewEdge Advisors LLC18,356$1.70M0.0%+44.5%0.054%
8/16/2024Northwestern Mutual Wealth Management Co.171,011$15.84M0.0%+26.2%0.504%
8/16/2024 Creative Planning5,035$466K0.0%-33.5%0.015%
8/16/2024Susquehanna International Group LLP39,530$3.66M0.0%+399.7%0.116%
8/14/2024EverSource Wealth Advisors LLC130,120$12.46M0.8%+29.8%0.383%
8/13/2024Thrivent Financial for Lutherans22,094$2.05M0.0%-0.6%0.065%
8/13/2024AE Wealth Management LLC21,105$1.96M0.0%+16.0%0.062%
8/13/2024WealthTrust Asset Management LLC2,927$271K0.2%+10.5%0.009%
8/12/2024Mercer Global Advisors Inc. ADV9,392$870K0.0%-59.8%0.028%
8/10/2024Perennial Investment Advisors LLC39,592$3.67M0.5%+0.5%0.117%
8/9/2024Renaissance Technologies LLC7,800$722K0.0%-65.0%0.023%
8/9/2024Prime Capital Investment Advisors LLC57,995$5.37M0.1%-3.6%0.171%
8/8/2024Envestnet Asset Management Inc.166,008$15.38M0.0%-5.7%0.489%
8/8/2024Thoroughbred Financial Services LLC128,086$11.86M0.8%+19.5%0.377%
8/8/2024LPL Financial LLC2,962,457$274.38M0.1%+13.3%8.726%
8/7/2024Redwood Financial Network Corp5,126$475K0.4%+18.2%0.015%
8/6/2024Arbor Capital Management Inc. ADV55,145$5.11M4.6%N/A0.162%
8/6/2024Gentry Private Wealth LLC16,703$1.55M1.4%N/A0.049%
8/5/2024 Private Advisor Group LLC92,338$8.55M0.1%-26.4%0.272%
8/2/2024 Cozad Asset Management Inc.6,750$625K0.1%-7.5%0.020%
8/2/2024Aveo Capital Partners LLC6,879$637K0.1%-25.8%0.020%
8/2/2024Legacy Capital Wealth Partners LLC89,615$8.30M2.1%N/A0.264%
8/1/2024 Consolidated Portfolio Review Corp30,298$2.81M0.7%+12.5%0.089%
8/1/2024Obermeyer Wood Investment Counsel Lllp7,362$682K0.0%N/A0.022%
7/31/2024 Essex Financial Services Inc.4,985$462K0.0%+106.2%0.015%
7/31/2024Fusion Family Wealth LLC1,360,092$125.97M12.8%+0.3%4.006%
7/31/2024Commonwealth Equity Services LLC302,880$28.05M0.0%+1.6%0.892%
7/31/2024 Concurrent Investment Advisors LLC12,323$1.14M0.0%+1.0%0.036%
7/31/2024Solano Wealth Management Inc.21,660$2.01M1.1%-1.8%0.064%
7/31/2024 Klingman & Associates LLC257,012$23.80M1.6%+4.4%0.757%
7/29/2024Nations Financial Group Inc. IA ADV28,718$2.66M0.2%+21.1%0.085%
7/29/2024Kraft Davis & Associates LLC177,349$16.84M5.1%+74.0%0.522%
7/29/2024 Ameritas Advisory Services LLC45,853$4.25M0.2%+565.3%0.135%
7/29/2024 Financial Advocates Investment Management21,021$1.95M0.1%+8.0%0.062%
7/26/2024Harbour Investments Inc.92,283$8.55M0.3%+2.5%0.272%
7/26/2024 Cambridge Investment Research Advisors Inc.75,370$6.98M0.0%+97.1%0.222%
7/26/2024Signature Estate & Investment Advisors LLC2,907$269K0.0%N/A0.009%
7/25/2024Raymond James Trust N.A.5,105$473K0.0%+23.8%0.015%
7/24/2024 Secure Asset Management LLC2,662$247K0.0%N/A0.008%
7/23/2024Geneos Wealth Management Inc.40,886$3.79M0.2%+42.2%0.120%
7/23/2024 Amplius Wealth Advisors LLC33,117$3.07M0.3%-12.0%0.098%
7/22/2024Atria Wealth Solutions Inc.101,052$9.36M0.1%-2.2%0.298%
7/22/2024 Investment Planning Advisors Inc.145,076$13.44M6.9%N/A0.427%
7/22/2024 Denver Wealth Management Inc.135,896$12.59M6.3%-1.4%0.400%
7/20/2024Raymond James Financial Services Advisors Inc.528,530$48.95M0.1%-5.5%1.557%
7/19/2024 MONECO Advisors LLC71,036$6.58M1.0%+13.5%0.209%
7/19/2024Western Wealth Management LLC62,736$5.81M0.4%+2.9%0.185%
7/19/2024 Marshall Financial Group LLC7,524$697K0.2%+8.5%0.022%
626 winning trades out of 647… (Ad)

Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trader has done over the past 8 years—closing 647 trades, with an unbelievable 97% win rate. Now, for the first time, he's breaking his silence and revealing his personal technique for success.

Click here to watch our exclusive interview and uncover his personal technique
7/19/2024Raymond James & Associates59,439$5.51M0.0%-24.6%0.175%
7/19/2024E&G Advisors LP5,140$476K0.1%+40.8%0.015%
7/18/2024 Brookstone Capital Management42,492$4.09M0.1%+35.3%0.125%
7/17/2024 ERn Financial LLC385,179$35.68M5.9%+3.3%1.135%
7/17/2024 AdvisorNet Financial Inc31,692$2.94M0.3%+10.8%0.093%
7/16/2024 Envestnet Portfolio Solutions Inc.7,213$668K0.0%+24.4%0.021%
7/16/2024Key Client Fiduciary Advisors LLC14,322$1.33M0.7%+19.7%0.042%
7/16/2024Great Valley Advisor Group Inc.12,553$1.16M0.0%+10.5%0.037%
7/16/2024 Wealth Enhancement Advisory Services LLC87,430$8.10M0.0%+1,272.5%0.258%
7/15/2024 Dynamic Advisor Solutions LLC12,204$1.13M0.0%-4.0%0.036%
(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, 171 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), LPL Financial LLC ($274.38M), Allworth Financial LP ($235.05M), Fusion Family Wealth LLC ($138.84M), Ameriprise Financial Inc. ($101.67M), Bank of America Corp DE ($70.10M), and Osaic Holdings Inc. ($49.89M).Learn more on RWL's institutional investors.

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

Of the 153 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: LPL Financial LLC ($1.15M), Allworth Financial LP ($1.06M), Raymond James Financial Services Advisors Inc. ($522.97K), Kozak & Associates Inc. ($327.73K), Fusion Family Wealth LLC ($279.07K), Stewardship Advisors LLC ($190.99K), and Kraft Davis & Associates LLC ($177.35K).

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

Institutional investors have bought a total of 7,716,830 shares in the last 24 months. This purchase volume represents approximately $646.86M 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. ($268.01K), RVW Wealth LLC ($123.41K), Legacy Capital Wealth Partners LLC ($68.40K), Envestnet Asset Management Inc. ($56.91K), Money Concepts Capital Corp ($52.63K), Allworth Financial LP ($46.27K), and Osaic Holdings Inc. ($42.13K).

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

Institutional investors have sold a total of 1,120,464 shares in the last 24 months. This volume of shares sold represents approximately $90.69M in transactions.


Related Companies

This page (NYSEARCA:RWL) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
626 winning trades out of 647…
Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...
Investing Daily | Sponsored
Crypto Crash Ahead? (27 Experts Weigh In)
Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!
Crypto 101 Media | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… ...
Timothy Sykes | Sponsored
Grab this ETF paying a huge 22% dividend
Imagine a world where you don't have to stress about inflation eroding your savings... Where your paycheck ...
Investors Alley | Sponsored
Nvidia is Pivoting to Solve Big Tech’s $1 Trillion Problem
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored