Who owns RWK?
Invesco S&P MidCap 400 Revenue ETF · Invesco
140 institutions reported holding RWK, worth $883.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RWK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $150.0M | 1,025,573 | +64,150 shares |
| LPL Financial LLC | Fort Mill, SC | $94.0M | 642,574 | +17,084 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $84.2M | 575,480 | −14,286 shares |
| Fusion Family Wealth, LLC | Woodbury, NY | $79.8M | 545,385 | −6,099 shares |
| Vantagepoint Investment Advisers LLC | Washington, DC | $78.6M | 537,216 | +1,777 shares |
| Bank of America Corp. | Charlotte, NC | $47.2M | 322,875 | −3,268 shares |
| Wells Fargo & Company | San Francisco, CA | $37.3M | 255,166 | −9,383 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $31.2M | 213,037 | +7,614 shares |
| Resonant Capital Advisors, LLC | Madison, WI | $25.3M | 172,713 | +1,783 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $21.3M | 145,721 | +4,315 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RWK?
140 institutional managers reported holding RWK in Form 13F filings for June 30, 2026, worth $883.1M in total. The largest reported position was held by Morgan Stanley, at $150.0M.
Did institutions buy or sell RWK last quarter?
Reported 13F value rose 15.8% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RWK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.