RWK

Invesco S&P Midcap 400 RevETF
UnclassifiedUSCUSIP 46138G672◍ Confluence graph
Tracked 13F Holders
130
-50 QoQ
13F Value (tracked)
$791.1M
13F Moves · latest Q
22 added
18 trimmed
Recent Filings
0

Who owns RWK?

130 tracked 13F filers

130 tracked 13F filers disclose a position in RWK as of the latest SEC 13F filings, a combined $791.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$123.3M
961K
+2.5%
Added · +23K sh
Q1 2026
2LPL Financial LLC
$80.2M
625K
+3.6%
Added · +22K sh
Q1 2026
3AMERIPRISE FINANCIAL INC
$75.6M
590K
−9.2%
Reduced · −60K sh
Q1 2026
4Fusion Family Wealth, LLC
$79.8M
545K
−1.1%
Reduced · −6K sh
Q2 2026
5VANTAGEPOINT INVESTMENT ADVISERS LLC
$68.7M
535K
−0.9%
Reduced · −5K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$41.8M
326K
+17%
Added · +47K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$33.9M
265K
−8.1%
Reduced · −23K sh
Q1 2026
8Bleakley Financial Group, LLC
$31.2M
213K
+3.7%
Added · +8K sh
Q2 2026
9Resonant Capital Advisors, LLC
$25.3M
173K
+1.0%
Added · +2K sh
Q2 2026
10RAYMOND JAMES FINANCIAL INC
$18.1M
141K
+6.6%
Added · +9K sh
Q1 2026
11RVW Wealth, LLC
$18.8M
128K
+9.2%
Added · +11K sh
Q2 2026
12UBS Group AG
$16.2M
127K
+64%
Added · +50K sh
Q1 2026
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$15.7M
122K
+3.3%
Added · +4K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$11.3M
88K
+18%
Added · +13K sh
Q1 2026
15OSAIC HOLDINGS, INC.
$9.6M
75K
+0.1%
Added · +97 sh
Q1 2026
16JONES FINANCIAL COMPANIES LLLP
$8.5M
68K
+29%
Added · +15K sh
Q1 2026
17EverSource Wealth Advisors, LLC
$6.1M
48K
+7.7%
Added · +3K sh
Q1 2026
18ROYAL BANK OF CANADA
$6.1M
47K
−22%
Reduced · −14K sh
Q1 2026
19Ipsen Advisor Group LLC
$6.6M
45K
−2.1%
Reduced · −973 sh
Q2 2026
20NWAM LLC
$5.8M
39K
−1.1%
Reduced · −447 sh
Q2 2026
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$5.7M
39K
+3.9%
Added · +1K sh
Q2 2026
22CWM, LLC
$4.7M
37K
+9.0%
Added · +3K sh
Q1 2026
23Private Advisor Group, LLC
$5.2M
35K
−2.4%
Reduced · −870 sh
Q2 2026
24Marshall & Sterling Wealth Advisors Inc.
$5.1M
35K
+3.0%
Added · +1K sh
Q2 2026
25Cetera Investment Advisers
$3.9M
30K
+9.6%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RWK being bought or sold by institutions?

Last quarter, 5 funds opened a new position in RWK and 17 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
17
funds
Reduced
18
funds
Exited
0
funds

Funds that own RWK also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY62 funds$3.8B
APPLE INCAAPL61 funds$41.7B
AMAZON.COM INCAMZN61 funds$24.3B
ISHARES CORE S&P 500 ETFIVV61 funds$16.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B61 funds$7.2B
INVESCO QQQ TRUST SERIES 1QQQ61 funds$3.5B
MICROSOFT CORPMSFT60 funds$35.6B
ALPHABET INC-CL AGOOGL60 funds$21.0B
NVIDIA CORPNVDA59 funds$53.1B
BROADCOM INCAVGO59 funds$18.3B
TESLA INCTSLA59 funds$10.6B
WALMART INCWMT59 funds$5.8B

Ranked by how many of RWK's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

77 funds-4 since Q3 2024
064127Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $238.2M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in RWK

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWK/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RWK.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RWK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.