INVESCO S&P MIDCAP 400 REVENUE ETF

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RWK·46138G672·US·ETF-13D/G

RWK (INVESCO S&P MIDCAP 400 REVENUE ETF) is held by 50 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($150M), LPL Financial LLC ($94M), AMERIPRISE FINANCIAL INC ($84.2M). Net institutional sentiment: Mixed.

50

Holders

(7 Elite)

$643.2M

Total Value

49% (51)

Consensus

25 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)73

Activist (13D/13G)55

Congressional (STOCK Act)56

Holder Quality

51

★★★★★

Elite

27

★★★★

Strong

59

★★★

Solid

17

★★

Below

28

★

Weak

Held by 50 funds

7 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists Oct 7, 2025 · Congress none

ActivistICInternational City Management Association Retirement Corp6.5%Oct 7, 2025

ActivistFFFusion Family Wealth LLC7.6%Jul 30, 2025

View all activist filings

Top Holders

Top Holders (50)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1M(+6.7%)	$150M	0.0%	+26.61%	32
LPL Financial LLC	Increased	642,574(+2.7%)	$94M	0.0%	+58.82%	31
AMERIPRISE FINANCIAL INC	Decreased	575,480(-2.4%)	$84.2M	0.0%	+17.43%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	537,216(+0.3%)	$78.6M	0.6%	+14.47%	42
BANK OF AMERICA CORP /DE/	Decreased	322,875(-1.0%)	$47.2M	0.0%	+19.11%	0
WELLS FARGO & COMPANY/MN	Decreased	255,166(-3.5%)	$37.3M	0.0%	+43.95%	0
RAYMOND JAMES FINANCIAL INC	Increased	145,721(+3.0%)	$21.3M	0.0%	+22.02%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	127,415(+4.1%)	$18.6M	0.0%	+34.86%	30
UBS Group AG	Decreased	119,152(-5.9%)	$17.4M	0.0%	+36.25%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	95,551(+8.7%)	$14M	0.0%	+31.79%	31
JONES FINANCIAL COMPANIES LLLP	Increased	82,709(+22.3%)	$12.1M	0.0%	+14.80%	34
OSAIC HOLDINGS, INC.	Increased	76,802(+2.5%)	$11.2M	0.0%	+37.19%	28
ROYAL BANK OF CANADA	Decreased	41,746(-11.9%)	$6.1M	0.0%	+23.82%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	39,065(+3.9%)	$5.7M	0.0%	+30.53%	28
Private Advisor Group, LLC	Decreased	35,265(-2.4%)	$5.2M	0.0%	+49.56%	0
Cetera Investment Advisers	Increased	32,777(+8.8%)	$4.8M	0.0%	+21.32%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	30,677(+2.3%)	$4.5M	0.0%	+29.12%	27
Sanctuary Advisors, LLC	Decreased	27,472(-0.6%)	$4M	0.0%	+22.77%	0
Kestra Advisory Services, LLC	Decreased	19,286(-16.4%)	$2.8M	0.0%	+18.45%	0
TRUIST FINANCIAL CORP	Increased	16,241(+1.2%)	$2.4M	0.0%	+51.54%	26

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RWKINVESCO S&P MIDCAP 400 REVENUE ETF

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer