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

Invesco S&P 500 Revenue ETF logo
$102.37 +0.95 (+0.94%)
(As of 01:30 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$388.53M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$30.61M
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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
11/15/2024 Glass Jacobson Investment Advisors llc1,111$109K0.0%+59.4%0.003%
11/15/2024 MML Investors Services LLC125,358$12.29M0.0%+1.7%0.369%
11/15/2024 Orion Portfolio Solutions LLC3,459$339K0.0%N/A0.010%
11/15/2024 Jane Street Group LLC39,809$3.90M0.0%N/A0.117%
11/15/2024 Stifel Financial Corp267,345$26.22M0.0%+6.3%0.787%
11/15/2024 IHT Wealth Management LLC33,254$3.26M0.1%+73.6%0.098%
11/15/2024 Integrated Wealth Concepts LLC34,539$3.39M0.0%+3.1%0.102%
11/14/2024 Rockefeller Capital Management L.P.13,247$1.30M0.0%+7.5%0.039%
11/13/2024 FMR LLC4,749$466K0.0%+19.2%0.014%
11/13/2024 Acorn Wealth Advisors LLC7,737$759K0.3%-9.0%0.023%
11/13/2024 Private Trust Co. NA3,072$301K0.0%+7.2%0.009%
11/13/2024 Gentry Private Wealth LLC14,396$1.41M1.2%-13.8%0.042%
11/12/2024 Great Valley Advisor Group Inc.11,714$1.15M0.0%-6.7%0.035%
11/12/2024 Flagstar Advisors Inc.2,561$251K0.1%+11.0%0.008%
11/12/2024 Nwam LLC26,592$2.61M0.2%N/A0.078%
11/12/2024 Raymond James Trust N.A.4,593$450K0.0%-10.0%0.014%
11/9/2024 LPL Financial LLC3,464,953$339.81M0.2%+17.0%10.206%
11/8/2024 EverSource Wealth Advisors LLC135,355$13.27M0.8%+4.0%0.399%
11/8/2024 Retireful LLC4,735$464K0.3%N/A0.014%
11/8/2024 Kraft Davis & Associates LLC179,312$17.43M5.2%+1.1%0.528%
11/8/2024 Lowery Thomas LLC2,115$207K0.1%N/A0.006%
11/8/2024 Prospera Financial Services Inc14,438$1.42M0.0%+4.2%0.043%
11/7/2024 Thrivent Financial for Lutherans21,965$2.15M0.0%-0.6%0.065%
11/6/2024 GoalVest Advisory LLC658$65K0.0%N/A0.002%
11/6/2024 Huntington National Bank1,672$164K0.0%+8.1%0.005%
11/6/2024 Kovack Advisors Inc.17,429$1.71M0.2%+4.5%0.051%
11/5/2024 First Heartland Consultants Inc.3,006$295K0.0%-53.8%0.009%
11/5/2024 Prime Capital Investment Advisors LLC57,408$5.63M0.1%-1.0%0.169%
11/5/2024 Harbour Investments Inc.94,545$9.27M0.3%+2.5%0.278%
11/5/2024 Nations Financial Group Inc. IA ADV29,586$2.90M0.2%+3.0%0.087%
11/4/2024 Legacy Capital Wealth Partners LLC114,415$10.77M1.8%+27.7%0.337%
11/4/2024 Sigma 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%
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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%
8/22/2024 Cetera Investment Advisers129,245$11.97M0.0%+14.4%0.381%
8/21/2024 Truist Financial Corp27,193$2.52M0.0%+5.3%0.080%
8/16/2024 NewEdge Advisors LLC18,356$1.70M0.0%+44.5%0.054%
8/16/2024 Northwestern 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%
8/16/2024 Susquehanna International Group LLP39,530$3.66M0.0%+399.7%0.116%
8/14/2024 EverSource Wealth Advisors LLC130,120$12.46M0.8%+29.8%0.383%
8/13/2024 Thrivent Financial for Lutherans22,094$2.05M0.0%-0.6%0.065%
8/13/2024 AE Wealth Management LLC21,105$1.96M0.0%+16.0%0.062%
8/13/2024 WealthTrust Asset Management LLC2,927$271K0.2%+10.5%0.009%
8/12/2024 Mercer Global Advisors Inc. ADV9,392$870K0.0%-59.8%0.028%
8/10/2024 Perennial Investment Advisors LLC39,592$3.67M0.5%+0.5%0.117%
8/9/2024 Renaissance Technologies LLC7,800$722K0.0%-65.0%0.023%
8/9/2024 Prime Capital Investment Advisors LLC57,995$5.37M0.1%-3.6%0.171%
8/8/2024 Envestnet Asset Management Inc.166,008$15.38M0.0%-5.7%0.489%
8/8/2024 Thoroughbred Financial Services LLC128,086$11.86M0.8%+19.5%0.377%
8/8/2024 LPL Financial LLC2,962,457$274.38M0.1%+13.3%8.726%
8/7/2024 Redwood Financial Network Corp5,126$475K0.4%+18.2%0.015%
8/6/2024 Arbor Capital Management Inc. ADV55,145$5.11M4.6%N/A0.162%
8/6/2024 Gentry 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%
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8/2/2024 Cozad Asset Management Inc.6,750$625K0.1%-7.5%0.020%
8/2/2024 Aveo Capital Partners LLC6,879$637K0.1%-25.8%0.020%
8/2/2024 Legacy 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%
8/1/2024 Obermeyer 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%
(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, 174 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 ($339.81M), 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 157 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 ($1.66M), 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 ($179.31K).

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

Institutional investors have bought a total of 8,174,607 shares in the last 24 months. This purchase volume represents approximately $696.98M in transactions.

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

Of the 78 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 ($67.85K), 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 1,118,556 shares in the last 24 months. This volume of shares sold represents approximately $90.83M in transactions.



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