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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Eversource Wealth Advisors, Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-23,165-8.1%264,549$33.93MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+1,732+11.1%17,389$2.23MQ1 2026May 19, 2026
Bank Of America CorpBuy+47,267+16.9%326,143$41.83MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-2,395-21.9%8,522$9.59KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-4-0.5%861$110.41KQ1 2026May 18, 2026
Morgan StanleyBuy+23,406+2.5%961,423$123.31MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+15,081+28.7%67,627$8.50MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-13,635-22.3%47,381$6.08MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+6,317—6,317$810.22KQ1 2026May 15, 2026
Goldman Sachs Group IncSell-5,432-43.3%7,104$911.16KQ1 2026May 15, 2026
Gts Securities LlcBuy+3,583+69.8%8,717$1.12MQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+2,913—2,913$373.62KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+2,868+111.6%5,437$697.41KQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+1,635—1,635$209.74KQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+1,152+10.3%12,327$1.58MQ1 2026May 15, 2026
Fmr LlcBuy+1,145+81.3%2,554$327.62KQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+432+10.1%4,699$602.64KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-392-11.5%3,014$386.58KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+198+2.0%10,276$1.32MQ1 2026May 15, 2026
Advisory Services Network, LlcSell-186-3.4%5,302$680.09KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+97+0.1%74,949$9.61MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-75-2.0%3,724$470.94KQ1 2026May 15, 2026
Ancora Advisors LlcSell-23-0.2%9,966$1.28MQ1 2026May 15, 2026
Us Bancorp \De\Buy+11+0.5%2,047$262.56KQ1 2026May 15, 2026
Allworth Financial LpBuy+1+0.1%1,701$218.23KQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+1+0.0%9,109$1.17MQ1 2026May 15, 2026
Eversource Wealth Advisors, LlcSell-44,396-99.9%27$2.38KQ1 2026May 14, 2026
Raymond James Financial IncBuy+8,758+6.6%141,406$18.14MQ1 2026May 14, 2026
Cwm, LlcBuy+3,046+9.0%36,724$4.71MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+42+0.3%14,437$1.85MQ1 2026May 14, 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.