Who owns Invesco S&P MidCap 400 Revenue ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RWK from SEC Form 13F filings across 141 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 141 institutions disclosed 6.0M shares of Invesco S&P MidCap 400 Revenue ETF worth $880.0M — about 70.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
141
13F holders
$880.0M
value, 2026 filers
70.2%
of shares outstanding (6.0M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RWK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.0M | $150.0M | 0.0% | 12% | +6.7% |
| 2 | LPL Financial LLC | 642,574 | $94.0M | 0.0% | 7.5% | +2.7% |
| 3 | AMERIPRISE FINANCIAL INC | 575,480 | $84.2M | 0.0% | 6.7% | -2.4% |
| 4 | Fusion Family Wealth, LLC | 545,385 | $79.8M | 5.3% | 6.4% | -1.1% |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 537,216 | $78.6M | 0.6% | 6.3% | +0.3% |
| 6 | BANK OF AMERICA CORP /DE/ | 322,875 | $47.2M | 0.0% | 3.8% | -1.0% |
| 7 | WELLS FARGO & COMPANY/MN | 255,166 | $37.3M | 0.0% | 3% | -3.5% |
| 8 | Bleakley Financial Group, LLC | 213,037 | $31.2M | 0.4% | 2.5% | +3.7% |
| 9 | Resonant Capital Advisors, LLC | 172,713 | $25.3M | 1.2% | 2% | +1.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 145,721 | $21.3M | 0.0% | 1.7% | +3.1% |
| 11 | RVW Wealth, LLC | 128,463 | $18.8M | 1.2% | 1.5% | +9.2% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,415 | $18.6M | 0.0% | 1.5% | +4.1% |
| 13 | UBS Group AG | 119,152 | $17.4M | 0.0% | 1.4% | -5.9% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 95,551 | $14.0M | 0.0% | 1.1% | +8.7% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 82,709 | $12.1M | 0.0% | 1% | +22.3% |
| 16 | OSAIC HOLDINGS, INC. | 76,802 | $11.2M | 0.0% | 0.9% | +2.5% |
| 17 | EverSource Wealth Advisors, LLC | 47,603 | $7.0M | 0.2% | 0.6% | -0.5% |
| 18 | Ipsen Advisor Group LLC | 45,186 | $6.6M | 4.3% | 0.5% | -2.1% |
| 19 | ROYAL BANK OF CANADA | 41,746 | $6.1M | 0.0% | 0.5% | -11.9% |
| 20 | NWAM LLC | 39,343 | $5.8M | 0.3% | 0.5% | -1.1% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39,065 | $5.7M | 0.0% | 0.5% | +3.9% |
| 22 | Private Advisor Group, LLC | 35,265 | $5.2M | 0.0% | 0.4% | -2.4% |
| 23 | Marshall & Sterling Wealth Advisors Inc. | 34,972 | $5.1M | 3.0% | 0.4% | +3.0% |
| 24 | Cetera Investment Advisers | 32,777 | $4.8M | 0.0% | 0.4% | +8.8% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 30,677 | $4.5M | 0.0% | 0.4% | +2.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.