Who Owns RWK?
Invesco S&P MidCap 400 Revenue ETF — Institutional Ownership & 13F Holdings
$138.38
+0.23 (+0.17%)
Market Cap
$1.1B
Shares Outstanding
7,827,592
Institutional Holders
115
Total Inst. Value
$432.8M
% of Float Held
—
QoQ Holder Change
+39
Institutional data as of Q1 2025
New Positions
20
Closed Positions
11
Increased
44
Decreased
33
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $91.2M | 845,544 |
| 2 | Fusion Family Wealth, LLC | $56.4M | 522,528 |
| 3 | WELLS FARGO & COMPANY/MN | $35.3M | 327,582 |
| 4 | OSAIC HOLDINGS, INC. | $27.2M | 251,905 |
| 5 | Prism Advisors, Inc.New | $19.8M | 183,263 |
| 6 | BANK OF AMERICA CORP /DE/ | $18.4M | 170,872 |
| 7 | AMERIPRISE FINANCIAL INC | $17.6M | 163,409 |
| 8 | Resonant Capital Advisors, LLC | $17.5M | 162,537 |
| 9 | RVW Wealth, LLC | $14.9M | 137,720 |
| 10 | RAYMOND JAMES FINANCIAL INC | $12.3M | 113,727 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Fusion Family Wealth, LLC | +19K | $56.4M |
| OSAIC HOLDINGS, INC. | +142K | $27.2M |
| Prism Advisors, Inc.New | +183K | $19.8M |
| BANK OF AMERICA CORP /DE/ | +4K | $18.4M |
| AMERIPRISE FINANCIAL INC | +17K | $17.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -555K | $522K |
| MORGAN STANLEY | -216K | $91.2M |
| Stratos Wealth Advisors, LLC | -49K | $425K |
| WELLS FARGO & COMPANY/MN | -20K | $35.3M |
| RAYMOND JAMES FINANCIAL INC | -7K | $12.3M |
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Frequently Asked Questions
How many institutional investors hold RWK?
As of Q1 2025, 115 institutional investors report holding RWK (Invesco S&P MidCap 400 Revenue ETF) in their 13F filings.
Which hedge fund owns the most RWK?
The largest institutional holder of RWK is MORGAN STANLEY with $91.2M in shares.
Are institutions buying or selling RWK?
This quarter, 20 institutions opened new positions in RWK and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.