§ EQUITY
USDRWK
INVESCO S&P MIDCAP 400 REV
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
62 increased/new, 51 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 961K | 0.0% | n/a |
| LPL Financial LLC | 625K | 0.0% | +4% |
| AMERIPRISE FINANCIAL INC | 590K | n/a | −9% |
| Fusion Family Wealth, LLC | 551K | 5.3% | +3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 535K | 0.6% | −1% |
| Bank of America Corp | 326K | 0.0% | +17% |
◇ AC INTELLIGENCE
Top institutional owners for RWK as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER57.9% · 113 holders
DEALER / BANK29.7% · 17 holders
QUALITY / COMPOUNDER9.8% · 4 holders
INCOME / DEFENSIVE2.5% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RWK in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RWK yet.