Mga Batayang Estadistika
| Pemilik Institusional | 119 total, 119 long only, 0 short only, 0 long/short - change of -5.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.1871 % - change of -26.90% MRQ |
| Saham Institusional (Jangka Panjang) | 4,609,850 (ex 13D/G) - change of -0.32MM shares -6.57% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 519,962 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF (US:RWK) memiliki 119 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 4,609,850 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Fusion Family Wealth LLC, Wells Fargo & Company/mn, Advisor Group Holdings, Inc., Bank Of America Corp /de/, Resonant Capital Advisors, LLC, RVW Wealth, LLC, Prism Advisors, Inc., and Raymond James Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF (ARCA:RWK) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 127.97 / share. Previously, on September 9, 2024, the share price was 109.77 / share. This represents an increase of 16.58% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | Fusion Family Wealth LLC | 440,114 | 527,424 | 19.84 | 7.60 | -29.17 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,202 | 22.33 | 1,193 | 32.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,532 | 27.56 | 296 | 38.32 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25,931 | -6.78 | 3,031 | 1.03 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15,292 | 1.21 | 1,787 | 9.70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,758 | 1.62 | 1 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 89 | 0.00 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 7 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,653 | 19.69 | 427 | 29.48 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,000 | 351 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4,524 | -17.64 | 529 | -10.81 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,000 | 1,169 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 3,384 | 0.00 | 396 | 8.22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126,366 | 11.11 | 14,771 | 20.39 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,865 | -3.31 | 335 | 4.70 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 136,402 | -25.57 | 15,944 | -19.35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9,914 | 2.51 | 1,159 | 11.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64,749 | 4.41 | 7,893 | 17.97 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 89,839 | 14.87 | 11 | 25.00 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,979 | -0.90 | 1,985 | 7.36 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 522,140 | -0.07 | 61,033 | 8.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1,881 | 0.00 | 220 | 8.42 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 25,472 | -2.72 | 2,977 | 5.42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41,298 | 60.66 | 5 | 100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 309 | 36 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,259 | 849 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,318 | 0.37 | 1,674 | 8.78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 86 | -58.65 | 10 | -54.55 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 3,536 | 0.40 | 413 | 8.97 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,543 | -4.10 | 2,284 | 3.91 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2,745 | 0.29 | 321 | 8.47 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,395 | -3.31 | 280 | 4.89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20,724 | 0.60 | 2,508 | 12.87 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3,022 | 0.00 | 353 | 8.28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,192 | 4.63 | 739 | 15.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,909 | 12.88 | 1,392 | 22.32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,245 | 0.00 | 146 | 10.69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,026 | -2.74 | 2,808 | 5.41 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 921 | -6.97 | 108 | 0.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10,631 | 14.26 | 1,243 | 23.83 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 161,746 | -0.49 | 18,906 | 7.82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,546 | 0.00 | 298 | 8.39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 66,512 | -4.60 | 7,775 | 3.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,064 | 2.10 | 826 | 10.59 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,913 | 9.27 | 457 | 18.39 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7,014 | 0.17 | 846 | 11.92 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2,175 | 0.00 | 254 | 8.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,014 | -6.96 | 586 | 0.86 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,806 | -9.97 | 211 | -2.31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7,104 | -0.22 | 830 | 8.07 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,959 | -11.66 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,993 | -0.01 | 1,051 | 8.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,999 | -4.37 | 2,922 | 3.62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,796 | 210 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 35,113 | -0.61 | 4,098 | 7.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,941 | 5.73 | 811 | 14.55 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 16,156 | -0.73 | 1,888 | 7.58 | ||||
| 2025-04-16 | 13F | Seros Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10,088 | -10.00 | 1,179 | -2.48 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 310 | 31.91 | 36 | 44.00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,752 | -3.03 | 789 | 5.06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,216 | -9.16 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 2,409 | 4.24 | 295 | 18.07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 596,040 | -5.28 | 69,671 | 2.63 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 51 | 0 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 137,479 | -0.17 | 16,070 | 8.16 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116,051 | 2.47 | 13,565 | 11.03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 864 | 0.00 | 101 | 8.60 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 71 | 136.67 | 8 | 166.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 380 | -59.14 | 44 | -56.00 | ||||
| 2025-05-09 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 325 | -3.56 | 38 | -5.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 273,808 | -16.42 | 32,005 | -9.43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,795 | 12.53 | 911 | 21.95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,740 | -7.74 | 203 | -7.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32,902 | 26.06 | 3,857 | 37.18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,003 | 117 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 40 | 0.00 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,418 | 0.00 | 283 | 8.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2,694 | -72.48 | 315 | -70.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 175,505 | 2.71 | 20,515 | 11.29 | ||||
| 2025-04-21 | 13F | Brady Family Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9,121 | 1.22 | 1,066 | 9.67 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 299 | 0.00 | 35 | 6.25 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 168 | 20 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 239,907 | -4.76 | 28,043 | 3.19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19,247 | 49.51 | 2,250 | 62.03 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 103,626 | -36.58 | 12,115 | -31.32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,197 | 21.09 | 607 | 31.10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | -3.84 | 47 | 4.55 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3,283 | -16.59 | 384 | -9.67 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,957 | 229 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21,694 | 1.62 | 2,536 | 10.07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,764 | -3.01 | 440 | 5.02 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,130 | 0.00 | 132 | 9.09 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 410 | 0.00 | 44 | -6.38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 861,760 | 1.92 | 100,731 | 10.43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,223 | 0.14 | 260 | 8.37 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36,896 | 68.96 | 4,313 | 83.10 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 306 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 18,291 | 9.77 | 2,138 | 18.98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,969 | -39.30 | 698 | -34.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 80,591 | -16.39 | 9,420 | -9.41 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2,422 | -13.78 | 283 | -6.60 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 132 | 15 | ||||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4,010 | 1.21 | 469 | 9.60 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 12,954 | 0.00 | 1,514 | 8.38 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39,618 | -44.47 | 4,631 | -39.85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,209 | 0.00 | 141 | 8.46 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 46,682 | 2.81 | 5,457 | 11.39 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2,500 | 0.36 | 292 | 8.96 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,734 | 0 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 900 | 0.00 | 97 | -6.73 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 17 | 0.00 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 881 | 0.00 | 103 | 7.37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,270 | 5.08 | 967 | 13.78 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,107 | 0.00 | 246 | 8.37 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,162 | -0.15 | 837 | 8.28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,893 | -0.48 | 338 | 7.99 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,855 | 0.41 | 568 | 8.83 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 44,691 | 4.83 | 5,224 | 13.59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,639 | 0.37 | 659 | 8.75 |
