RWL Institutional Ownership
Invesco S&P 500 Revenue ETF
1W: -0.8%
1M: -3.5%
3M: +0.1%
YTD: +12.6%
1Y: +17.2%
3Y: +70.8%
5Y: +85.5%
$129.79
+0.62 (+0.48%)
Weekly Expected Move ±1.3%
$126
$128
$130
$132
$133
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RWL
363
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
48
New Positions
156
Increased
104
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (385 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 10,557,671 | 1.4B | +73,543 | +0.7% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 6,638,080 | $862M | +39,974 | +0.6% | 29Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 3,724,055 | $483M | -227,374 | -5.8% | 16Q | SEC ↗ |
| 4 | MORGAN STANLEY | 3,340,730 | $434M | +51,685 | +1.6% | 29Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,261,592 | $294M | +66,655 | +3.0% | 15Q | SEC ↗ |
| 6 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,154,797 | $280M | -5,865 | -0.3% | 4Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 1,740,482 | $226M | +49,795 | +2.9% | 6Q | SEC ↗ |
| 8 | Fusion Family Wealth, LLC | 1,666,476 | $216M | -10,598 | -0.6% | 29Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 1,231,922 | $160M | +243,378 | +24.6% | 10Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,195,593 | $155M | +104,453 | +9.6% | 12Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,147,741 | $149M | -54,753 | -4.6% | 26Q | SEC ↗ |
| 12 | Allworth Financial LP | 957,224 | $124M | -292,016 | -23.4% | 17Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 942,746 | $122M | -66,626 | -6.6% | 7Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 872,105 | $113M | +86,358 | +11.0% | 29Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 832,552 | $108M | +26,070 | +3.2% | 29Q | SEC ↗ |
| 16 | Capital Analysts, LLC | 688,862 | $89M | -7,088 | -1.0% | 6Q | SEC ↗ |
| 17 | Equitable Holdings, Inc. | 644,734 | $84M | +112,268 | +21.1% | 27Q | SEC ↗ |
| 18 | UBS Group AG | 537,165 | $70M | +9,804 | +1.9% | 29Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 456,748 | $59M | +163,172 | +55.6% | 29Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 423,720 | $55M | +126,180 | +42.4% | 29Q | SEC ↗ |
| 21 | Cerity Partners LLC | 381,264 | $49M | -4,374 | -1.1% | 5Q | SEC ↗ |
| 22 | Klingman & Associates, LLC | 353,559 | $46M | +24,530 | +7.5% | 29Q | SEC ↗ |
| 23 | Kozak & Associates, Inc. | 333,763 | $43M | -252,834 | -43.1% | 19Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 328,887 | $43M | -139,531 | -29.8% | 24Q | SEC ↗ |
| 25 | Investment Planning Advisors, Inc. | 322,460 | $42M | +78,748 | +32.3% | 9Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 296,838 | $39M | +9,431 | +3.3% | 29Q | SEC ↗ |
| 27 | Tanglewood Legacy Advisors, LLC | 291,325 | $38M | +6,686 | +2.3% | 15Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 272,048 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Everest Financial Group LLC | 252,019 | $33M | +2,178 | +0.9% | 3Q | SEC ↗ |
| 30 | AXXCESS WEALTH MANAGEMENT, LLC | 248,149 | $32M | +13,447 | +5.7% | 6Q | SEC ↗ |
| 31 | Stewardship Advisors, LLC | 233,598 | $30M | -85,254 | -26.7% | 8Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 232,211 | $30M | +18,549 | +8.7% | 14Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 228,455 | $30M | +43,767 | +23.7% | 25Q | SEC ↗ |
| 34 | Asset Allocation Strategies LLC | 227,158 | $29M | -29,077 | -11.3% | 5Q | SEC ↗ |
| 35 | THOROUGHBRED FINANCIAL SERVICES, LLC | 220,752 | $29M | +11,110 | +5.3% | 29Q | SEC ↗ |
| 36 | Scarborough Advisors, LLC | 218,171 | $28M | -46,530 | -17.6% | 4Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 205,291 | $27M | +12,058 | +6.2% | 9Q | SEC ↗ |
| 38 | Atlas Legacy Advisors, LLC | 201,381 | $26M | +3,175 | +1.6% | 6Q | SEC ↗ |
| 39 | Merit Financial Group, LLC | 193,496 | $25M | +4,756 | +2.5% | 16Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 183,897 | $24M | +25,581 | +16.2% | 28Q | SEC ↗ |
| 41 | Commonwealth Financial Services, LLC NEW | 183,408 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 42 | DENVER WEALTH MANAGEMENT, INC. | 175,559 | $23M | +7,266 | +4.3% | 17Q | SEC ↗ |
| 43 | Cadent Capital Advisors, LLC | 173,316 | $22M | +4,143 | +2.4% | 10Q | SEC ↗ |
| 44 | Stratos Wealth Partners, LTD. | 162,868 | $21M | +5,160 | +3.3% | 22Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 159,636 | $21M | +6,803 | +4.5% | 17Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 156,667 | $20M | -5,879 | -3.6% | 22Q | SEC ↗ |
| 47 | EverSource Wealth Advisors, LLC | 156,391 | $20M | -1,642 | -1.0% | 15Q | SEC ↗ |
| 48 | Aspire Capital Advisors LLC | 149,668 | $19M | +4,590 | +3.2% | 14Q | SEC ↗ |
| 49 | Blue Water Asset Management | 142,509 | $18M | +1,718 | +1.2% | 3Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 142,225 | $18M | -9,829 | -6.5% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 272,048 | $35M |
| Commonwealth Financial Services, LL | 183,408 | $24M |
| PRAIRIE ADVISORY, LLC | 100,084 | $13M |
| ASHTON THOMAS SECURITIES, LLC | 97,432 | $13M |
| CX Institutional | 91,198 | $12M |
| Fourth Dimension Wealth, LLC | 83,090 | $11M |
| TWO SIGMA INVESTMENTS, LP | 62,100 | $8M |
| IFG Advisory, LLC | 53,259 | $7M |
| CITADEL ADVISORS LLC | 30,621 | $4M |
| Kinetic Wealth Investment Advisors | 17,530 | $2M |
| TOP Private Wealth LLC. | 13,398 | $2M |
| Collaborative Capital Advisors LLC | 9,865 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 8,600 | $1M |
| MARSHALL WACE, LLP | 8,307 | $1M |
| Bluespring Wealth Management, LLC | 7,318 | $950K |
| NEUBERGER BERMAN GROUP LLC | 6,175 | $801K |
| Sequent Planning LLC | 5,617 | $729K |
| Quantinno Capital Management LP | 5,407 | $702K |
| PFG Advisors | 5,252 | $682K |
| Richmond Investment Services, LLC | 5,027 | $652K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 175,327 | $23M |
| LeClair Wealth Partners LLC | 140,791 | $18M |
| Sonoma Allocations LLC | 97,079 | $13M |
| Fortis Group Advisors, LLC | 14,250 | $2M |
| JANE STREET GROUP, LLC | 9,443 | $1M |
| GTS SECURITIES LLC | 7,978 | $1M |
| LWM Advisory Services, LLC | 6,444 | $836K |
| Envestnet Portfolio Solutions, Inc. | 5,697 | $739K |
| Flaharty Asset Management, LLC | 5,266 | $683K |
| EVOLVE PRIVATE WEALTH, LLC | 5,144 | $668K |
| Corient Private Wealth LLC | 3,365 | $437K |
| SCS Capital Management LLC | 3,111 | $404K |
| Retireful, LLC | 3,107 | $403K |
| Jump Financial, LLC | 2,960 | $384K |
| Orion Porfolio Solutions, LLC | 2,802 | $364K |
| BCS Wealth Management | 2,418 | $314K |
| Sound Income Strategies, LLC | 2,404 | $312K |
| FLORIDA FINANCIAL ADVISORS, LLC | 2,258 | $293K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 1,948 | $253K |
| OakTrust Wealth Advisors, LLC | 1,924 | $250K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +243,378 | +24.6% | 1,231,922 |
| Private Advisor Group, LLC | +163,172 | +55.6% | 456,748 |
| ENVESTNET ASSET MANAGEMENT INC | +126,180 | +42.4% | 423,720 |
| Equitable Holdings, Inc. | +112,268 | +21.1% | 644,734 |
| Cetera Investment Advisers | +104,453 | +9.6% | 1,195,593 |
| WELLS FARGO & COMPANY/MN | +86,358 | +11.0% | 872,105 |
| Investment Planning Advisors, Inc. | +78,748 | +32.3% | 322,460 |
| Invesco Ltd. | +73,543 | +0.7% | 10,557,671 |
| BANK OF AMERICA CORP /DE | +66,655 | +3.0% | 2,261,592 |
| MORGAN STANLEY | +51,685 | +1.6% | 3,340,730 |
| &PARTNERS | +51,125 | +299.2% | 68,211 |
| Bank of New York Mellon Corp | +49,795 | +2.9% | 1,740,482 |
| MML INVESTORS SERVICES, LLC | +43,767 | +23.7% | 228,455 |
| LOOMIS SAYLES & CO L P | +43,672 | +400.7% | 54,571 |
| LPL Financial LLC | +39,974 | +0.6% | 6,638,080 |
| Arkadios Wealth Advisors | +27,900 | +200.9% | 41,790 |
| Qube Research & Technologies Ltd | +27,603 | +68.4% | 67,980 |
| COMMONWEALTH EQUITY SERVICES, LLC | +26,070 | +3.2% | 832,552 |
| Cambridge Investment Research Advis | +25,581 | +16.2% | 183,897 |
| Klingman & Associates, LLC | +24,530 | +7.5% | 353,559 |