Invesco S&P Midcap 400 REV ETF (RWK): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of RWK (all 13F filers)
- Morgan Stanley1.0 MBank or trading desk+64 K
- LPL Financial643 KWealth adviser+17 K
- Ameriprise Financial575 KWealth adviser−14 K
- Fusion Family Wealth545 KWealth adviser−6,099
- Vantagepoint Investment Advisers537 KType not verified+1,777
- Bank of America323 KBank or trading desk−3,268
- Wells Fargo255 KBank or trading desk−9,383
- Bleakley Financial Group213 KType not verified+7,614
- Resonant Capital Advisors173 KType not verified+1,783
- Raymond James Financial146 KWealth adviser+4,315
- Shares
- 1.0 M
- Change
- +64 K
See more
- Type
- Bank or trading desk
- Value
- $150M
- Shares
- 643 K
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $94.0M
- Shares
- 575 K
- Change
- −14 K
See more
- Type
- Wealth adviser
- Value
- $84.2M
- Shares
- 545 K
- Change
- −6,099
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- Type
- Wealth adviser
- Value
- $79.8M
- Shares
- 537 K
- Change
- +1,777
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- Type
- Type not verified
- Value
- $78.6M
- Shares
- 323 K
- Change
- −3,268
See more
- Type
- Bank or trading desk
- Value
- $47.2M
- Shares
- 255 K
- Change
- −9,383
See more
- Type
- Bank or trading desk
- Value
- $37.3M
- Shares
- 213 K
- Change
- +7,614
See more
- Type
- Type not verified
- Value
- $31.2M
- Shares
- 173 K
- Change
- +1,783
See more
- Type
- Type not verified
- Value
- $25.3M
- Shares
- 146 K
- Change
- +4,315
See more
- Type
- Wealth adviser
- Value
- $21.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- International City Management Association Retirement6.5%13Gfiling ↗Event: Aug 18, 2025 · filed: Oct 7, 2025
- Fusion Family Wealth7.6%13Gfiling ↗Event: Jun 30, 2025 · filed: Jul 30, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗