INVESCO S&P MIDCAP 400 REV (RWK) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP 400 REV (RWK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/Mn, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-428-4.2%9,848$1.44MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-1,439-22.8%4,878$713.45KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+1,4861,486$217.41KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+469+16.5%3,304$483.17KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,4511,451$212.28KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-764-20.5%2,960$432.93KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+575,480575,480$84.18MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+15,082+22.3%82,709$12.07MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-9,383-3.5%255,166$37.32MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-5,635-11.9%41,746$6.11MQ2 2026Aug 14, 2026
Gts Securities LlcSell-5,357-61.5%3,360$491.43KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,315+3.1%145,721$21.31MQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,268-1.0%322,875$47.22MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,853+2.5%76,802$11.23MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,503-49.9%1,511$221.00KQ2 2026Aug 14, 2026
Brown Advisory IncBuy+1,3911,391$203.14KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,124+23.9%5,823$851.60KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+815+3.0%27,964$4.09MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+352352$51.48KQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcSell-195-0.9%20,755$3.04MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+147+9.0%1,782$260.64KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-126-1.0%12,201$1.78MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+56+0.3%17,445$2.55MQ2 2026Aug 14, 2026
Morgan StanleyBuy+64,150+6.7%1,025,573$150.00MQ2 2026Aug 13, 2026
Ubs Group AgSell-7,475-5.9%119,152$17.43MQ2 2026Aug 13, 2026
Seros Financial, LlcSell-2,152-60.7%1,391$203.45KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,986+23.0%10,616$1.55MQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,3941,394$203.91KQ2 2026Aug 13, 2026
Fmr LlcSell-293-11.5%2,261$330.69KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-172-0.6%27,472$4.02MQ2 2026Aug 13, 2026
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Frequently asked questions about RWK activity

  • Which institutional owners are buying RWK?

    Institutional owners buying RWK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RWK activity?

    "Buy" means an investor increased their reported position in RWK compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP 400 REV (RWK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RWK increasing?

    Institutional interest in RWK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.