INVESCO EXCH TRADED FD TR II (RWK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
134
Reporting holders
$875.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $150.0M | 1,025,573 | 0.01% | 29q | +6.7%+$9.4M |
| LPL Financial LLC | $94.0M | 642,574 | 0.02% | 29q | +2.7%+$2.5M |
| AMERIPRISE FINANCIAL INC | $84.2M | 575,480 | 0.02% | 23q | -51.2%-$88.4M |
| Fusion Family Wealth, LLC | $79.8M | 545,385 | 5.30% | 29q | -1.1%-$892.0K |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $78.6M | 537,216 | 0.59% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $47.2M | 322,875 | 0.00% | 29q | -1.0%-$478.0K |
| WELLS FARGO & COMPANY/MN | $37.3M | 255,166 | 0.01% | 29q | -51.8%-$40.1M |
| Bleakley Financial Group, LLC | $31.2M | 213,037 | 0.40% | 3q | +3.7%+$1.1M |
| Resonant Capital Advisors, LLC | $25.3M | 172,713 | 1.21% | 27q | +1.0%+$260.8K |
| RAYMOND JAMES FINANCIAL INC | $21.3M | 145,721 | 0.01% | 7q | +3.1%+$631.1K |
| RVW Wealth, LLC | $18.8M | 128,463 | 1.24% | 26q | +9.2%+$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.6M | 127,415 | 0.01% | 29q | +4.1%+$729.4K |
| UBS Group AG | $17.4M | 119,152 | 0.00% | 29q | -5.9%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 95,551 | 0.02% | 29q | +8.7%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $12.1M | 82,709 | 0.00% | 9q | +22.3%+$2.2M |
| OSAIC HOLDINGS, INC. | $11.2M | 76,802 | 0.01% | 26q | +2.5%+$271.0K |
| EverSource Wealth Advisors, LLC | $7.0M | 47,603 | 0.23% | 4q | -0.5%-$38.0K |
| Ipsen Advisor Group LLC | $6.6M | 45,186 | 4.25% | 7q | -2.1%-$142.3K |
| ROYAL BANK OF CANADA | $6.1M | 41,746 | 0.00% | 29q | -11.9%-$824.2K |
| NWAM LLC | $5.8M | 39,343 | 0.29% | 8q | -1.1%-$65.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 39,065 | 0.01% | 12q | +3.9%+$214.7K |
| Private Advisor Group, LLC | $5.2M | 35,265 | 0.02% | 29q | -2.4%-$127.2K |
| Marshall & Sterling Wealth Advisors Inc. | $5.1M | 34,972 | 3.03% | 7q | +3.0%+$147.0K |
| Cetera Investment Advisers | $4.8M | 32,777 | 0.00% | 10q | +8.8%+$386.1K |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 30,677 | 0.00% | 17q | +2.3%+$100.0K |
| Ausdal Financial Partners, Inc. | $4.1M | 27,964 | 0.16% | 9q | +3.0%+$119.2K |
| Sanctuary Advisors, LLC | $4.0M | 27,472 | 0.02% | 9q | -0.6%-$25.2K |
| GHP Investment Advisors, Inc. | $3.5M | 24,075 | 0.13% | 18q | -2.9%-$103.5K |
| Perigon Wealth Management, LLC | $3.4M | 23,387 | 0.05% | 9q | -5.3%-$190.6K |
| PERSPECTIVE WEALTH ADVISORS LLC | $3.0M | 20,755 | 1.67% | 3q | -0.9%-$28.5K |
| Kestra Advisory Services, LLC | $2.8M | 19,286 | 0.01% | 6q | -16.4%-$552.0K |
| Integrated Wealth Concepts LLC | $2.6M | 17,817 | 0.01% | 13q | +73.4%+$1.1M |
| Western Wealth Management, LLC | $2.6M | 17,445 | 0.08% | 16q | HELD |
| Geneos Wealth Management Inc. | $2.4M | 16,631 | 0.05% | 29q | -7.7%-$201.8K |
| TRUIST FINANCIAL CORP | $2.4M | 16,241 | 0.00% | 23q | +1.2%+$28.5K |
| Patriot Financial Group Insurance Agency, LLC | $2.2M | 15,175 | 0.23% | 29q | -45.3%-$1.8M |
| Rockefeller Capital Management L.P. | $2.1M | 14,478 | 0.00% | 25q | HELD |
| Sigma Planning Corp | $2.1M | 14,259 | 0.05% | 14q | -6.1%-$136.5K |
| Klingman & Associates, LLC | $1.9M | 12,934 | 0.08% | 29q | HELD |
| Waverly Advisors, LLC | $1.8M | 12,201 | 0.01% | 7q | -1.0%-$18.4K |
| MML INVESTORS SERVICES, LLC | $1.8M | 12,062 | 0.00% | 21q | +41.7%+$519.2K |
| JPMORGAN CHASE & CO | $1.7M | 11,726 | 0.00% | 29q | +1.9%+$31.1K |
| J. Derek Lewis & Associates Inc. | $1.6M | 10,968 | 0.30% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $1.6M | 10,616 | 0.01% | 29q | +23.0%+$290.5K |
| STIFEL FINANCIAL CORP | $1.5M | 10,014 | 0.00% | 11q | +6.9%+$94.6K |
| Snowden Capital Advisors LLC | $1.3M | 9,097 | 0.03% | 29q | HELD |
| NewEdge Advisors, LLC | $1.3M | 8,967 | 0.00% | 25q | +5.2%+$65.1K |
| Ancora Advisors LLC | $1.3M | 8,737 | 0.02% | 19q | -12.3%-$179.8K |
| Prism Advisors, Inc. | $1.1M | 7,263 | 0.26% | 8q | -0.8%-$8.9K |
| GOLDMAN SACHS GROUP INC | $1.0M | 7,104 | 0.00% | 21q | HELD |
| Marshall Financial Group, LLC | $1.0M | 7,034 | 0.15% | 23q | HELD |
| HighTower Advisors, LLC | $941.2K | 6,435 | 0.00% | 29q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $929.8K | 6,357 | 0.06% | 6q | +11.8%+$98.0K |
| Keystone Financial Services, LLC | $910.2K | 6,223 | 0.55% | 2q | +286.5%+$674.7K |
| AQR CAPITAL MANAGEMENT LLC | $851.6K | 5,823 | 0.00% | 4q | +23.9%+$164.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $831.1K | 5,682 | 0.01% | 9q | HELD |
| Claro Advisors Inc. | $819.8K | 5,605 | 0.09% | 29q | -21.7%-$227.0K |
| HARBOUR INVESTMENTS, INC. | $799.0K | 5,463 | 0.01% | 20q | HELD |
| Advisory Services Network, LLC | $789.7K | 5,399 | 0.01% | 7q | +1.8%+$14.2K |
| J.W. COLE ADVISORS, INC. | $747.3K | 5,110 | 0.01% | 7q | +2.4%+$17.3K |
| SMITH, MOORE & CO. | $741.5K | 5,069 | 0.05% | 29q | HELD |
| CITADEL ADVISORS LLC | $713.5K | 4,878 | 0.00% | 2q | -22.8%-$210.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $644.6K | 4,407 | 0.00% | 2q | -7.1%-$49.3K |
| Anson Capital, Inc. | $610.9K | 4,177 | 0.40% | 14q | -16.2%-$118.5K |
| Investors Research Corp | $599.5K | 4,099 | 0.11% | 29q | -83.7%-$3.1M |
| Wealthspire Advisors, LLC | $569.9K | 3,896 | 0.00% | 4q | HELD |
| WILLNER & HELLER, LLC | $550.7K | 3,765 | 0.34% | 10q | HELD |
| Independent Wealth Network Inc. | $548.2K | 3,748 | 0.14% | 2q | -8.1%-$48.4K |
| Collaborative Capital Advisors LLC | $543.6K | 3,717 | 0.34% | new | FIRST |
| Fiera Capital Corp | $494.9K | 3,384 | 0.00% | 20q | HELD |
| BAM Wealth Management, LLC | $493.0K | 3,371 | 0.31% | 2q | +1.0%+$4.7K |
| GTS SECURITIES LLC | $491.4K | 3,360 | 0.01% | 6q | -61.5%-$783.5K |
| Kingsview Wealth Management, LLC | $483.2K | 3,304 | 0.01% | 3q | +16.5%+$68.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $450.5K | 3,080 | 0.02% | 3q | +4.4%+$19.2K |
| CreativeOne Wealth, LLC | $450.2K | 3,078 | 0.01% | 2q | +5.7%+$24.1K |
| Avestar Capital, LLC | $442.0K | 3,022 | 0.02% | 11q | HELD |
| Advisor OS, LLC | $438.8K | 3,000 | 0.03% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $434.8K | 2,972 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $432.9K | 2,960 | 0.00% | 15q | -20.5%-$111.7K |
| FIFTH THIRD BANCORP | $416.7K | 2,849 | 0.00% | 2q | -3.2%-$13.6K |
| IFP Advisors, Inc | $377.9K | 2,584 | 0.01% | 10q | HELD |
| HUB Investment Partners, LLC | $371.0K | 2,537 | 0.01% | new | NEW |
| Colonial River Investments, LLC | $370.4K | 2,532 | 0.11% | 2q | -8.4%-$33.9K |
| BANK OF MONTREAL /CAN/ | $353.7K | 2,418 | 0.00% | 6q | HELD |
| FMR LLC | $330.7K | 2,261 | 0.00% | 28q | -11.5%-$42.9K |
| New Insight Wealth Advisors | $329.8K | 2,255 | 0.10% | 11q | -4.0%-$13.6K |
| Integrated Advisors Network LLC | $324.5K | 2,219 | 0.01% | 6q | -1.9%-$6.1K |
| GUIDANCE CAPITAL, INC | $323.7K | 2,174 | 0.07% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $318.1K | 2,175 | 0.01% | 13q | HELD |
| Dynamic Advisor Solutions LLC | $314.5K | 2,151 | 0.01% | 13q | -14.2%-$51.9K |
| Parallel Advisors, LLC | $305.1K | 2,086 | 0.00% | 22q | -3.0%-$9.5K |
| US BANCORP \DE\ | $293.9K | 2,009 | 0.00% | 29q | -1.9%-$5.6K |
| Stratos Wealth Partners, LTD. | $290.4K | 1,985 | 0.00% | 3q | -14.4%-$49.0K |
| United Advisor Group, LLC | $288.7K | 1,974 | 0.03% | 7q | HELD |
| BURKE & HERBERT BANK & TRUST CO | $275.7K | 1,885 | 0.07% | 3q | HELD |
| FIRST FINANCIAL CORP /IN/ | $275.1K | 1,881 | 0.10% | 29q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $271.5K | 1,856 | 0.00% | 11q | HELD |
| IHT Wealth Management, LLC | $260.6K | 1,782 | 0.01% | 2q | +9.0%+$21.5K |
| Global Retirement Partners, LLC | $254.9K | 1,743 | 0.00% | 14q | -57.9%-$350.9K |
| Allworth Financial LP | $250.6K | 1,714 | 0.00% | 10q | +0.8%+$1.9K |
Showing the largest 100 of 140 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 134 | $875.6M | 5,987,029 | 11 | 36 | 47 | 0.0% |
| Q1 2026 | 131 | $872.2M | 6,819,443 | 21 | 42 | 28 | 0.0% |
| Q4 2025 | 121 | $716.6M | 5,661,941 | 14 | 38 | 29 | 0.0% |
| Q3 2025 | 111 | $687.8M | 5,505,011 | 12 | 32 | 32 | 0.0% |
| Q2 2025 | 112 | $534.8M | 4,571,490 | 10 | 33 | 37 | 0.0% |
| Q1 2025 | 111 | $506.6M | 4,695,876 | 10 | 39 | 31 | 0.0% |
| Q4 2024 | 114 | $583.9M | 5,024,545 | 15 | 33 | 26 | 0.0% |
| Q3 2024 | 102 | $537.4M | 4,618,436 | 9 | 36 | 27 | 0.0% |
| Q2 2024 | 98 | $481.8M | 4,389,106 | 14 | 36 | 17 | 0.0% |
| Q1 2024 | 96 | $597.9M | 5,196,674 | 12 | 36 | 19 | 0.0% |
| Q4 2023 | 95 | $459.7M | 4,376,872 | 15 | 26 | 25 | 0.0% |
| Q3 2023 | 80 | $320.7M | 3,418,519 | 8 | 27 | 17 | 0.0% |
| Q2 2023 | 76 | $268.2M | 2,791,096 | 12 | 17 | 20 | 0.0% |
| Q1 2023 | 70 | $266.3M | 2,938,211 | 11 | 19 | 16 | 0.0% |
| Q4 2022 | 59 | $229.6M | 2,673,898 | 6 | 19 | 11 | 0.0% |
| Q3 2022 | 73 | $201.0M | 2,634,227 | 6 | 17 | 22 | 0.0% |
| Q2 2022 | 70 | $193.8M | 2,475,658 | 4 | 17 | 24 | 0.0% |
| Q1 2022 | 78 | $252.3M | 2,633,202 | 6 | 20 | 21 | 0.0% |
| Q4 2021 | 80 | $241.6M | 2,552,483 | 12 | 16 | 27 | 0.0% |
| Q3 2021 | 68 | $225.9M | 2,593,254 | 8 | 13 | 17 | 0.0% |
| Q2 2021 | 64 | $239.7M | 2,712,021 | 9 | 13 | 18 | 0.0% |
| Q1 2021 | 68 | $212.6M | 2,474,633 | 11 | 16 | 17 | 0.0% |
| Q4 2020 | 59 | $143.4M | 2,015,898 | 8 | 8 | 19 | 0.0% |
| Q3 2020 | 47 | $105.6M | 1,955,052 | 3 | 8 | 22 | 0.0% |
| Q2 2020 | 52 | $101.1M | 1,964,655 | 7 | 4 | 26 | 0.0% |
| Q1 2020 | 51 | $100.1M | 2,436,253 | 3 | 8 | 25 | 0.0% |
| Q4 2019 | 64 | $178.1M | 2,741,466 | 6 | 11 | 24 | 0.0% |
| Q3 2019 | 58 | $160.9M | 2,702,615 | 7 | 9 | 22 | 0.0% |
| Q2 2019 | 53 | $168.0M | 2,757,271 | 53 | 0 | 0 | 0.0% |
| Q1 2019 | 55 | $164.7M | 2,782,310 | 3 | 19 | 15 | 0.0% |
| Q4 2018 | 57 | $147.7M | 2,877,711 | 1 | 1 | 2 | 0.0% |