RWJ · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (RWJ)
Who is buying and selling RWJ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
RWJ at a glance
- No open-market insider purchases or sales of RWJ were filed in the last 90 days.
- 25 13F filers hold RWJ among their 50 largest positions, worth $204.0M combined. The biggest bets by portfolio weight are Wellington Grp LLC (8.0%), Fusion Family Wealth, LLC (5.8%) and Cyr Financial Inc. (4.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in RWJ.
RWJ insider trading
No open-market insider purchases or sales of RWJ were filed in the last 90 days.
Who owns RWJ? Hedge funds and superinvestors
25 13F filers hold RWJ among their 50 largest positions, worth $204.0M combined. The biggest bets by portfolio weight are Wellington Grp LLC (8.0%), Fusion Family Wealth, LLC (5.8%) and Cyr Financial Inc. (4.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Fusion Family Wealth, LLCWealth manager | 5.8% | $87.6M | 1,471,806 | -1.8% shares | Q2 2026 |
| Wellington Grp LLCWealth manager | 8.0% | $30.2M | 508,130 | +4.7% shares | Q2 2026 |
| CPC Advisors, LLCWealth manager | 2.5% | $18.3M | 324,761 | +0.8% shares | Q3 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.4% | $8.5M | 150,991 | — | Q3 2026 |
| Cyr Financial Inc.Wealth manager | 4.0% | $8.1M | 144,684 | +6.3% shares | Q3 2026 |
| Oxford Wealth Group, LLCWealth manager | 3.4% | $7.5M | 125,860 | +4.2% shares | Q2 2026 |
| Fsa Wealth Partners, Inc.Wealth manager | 1.8% | $6.7M | 119,468 | -34.4% shares | Q3 2026 |
| Advisor OS, LLCInstitutional asset manager | 0.4% | $5.5M | 91,826 | — | Q2 2026 |
| Guidance Capital, IncWealth manager | 0.7% | $3.5M | 56,940 | +5.8% shares | Q2 2026 |
| Valued Retirements, Inc.Wealth manager | 3.1% | $3.5M | 58,175 | +0.0% shares | Q2 2026 |
| Potentia WealthWealth manager | 1.4% | $3.4M | 56,915 | -0.8% shares | Q2 2026 |
| Carolina Wealth Management IncWealth manager | 1.2% | $2.7M | 47,918 | -0.9% shares | Q3 2026 |
| Main Street Group, LTDWealth manager | 0.6% | $2.6M | 46,915 | +13.6% shares | Q3 2026 |
| Perspective Wealth Advisors LLCWealth manager | 1.3% | $2.3M | 39,349 | -2.9% shares | Q2 2026 |
| Pacific Sun Financial CorpWealth manager | 0.9% | $2.2M | 37,331 | -10.3% shares | Q2 2026 |
| Opinicus Capital, Inc.Wealth manager | 1.1% | $2.1M | 37,027 | -0.1% shares | Q3 2026 |
| Strive Financial Group ,LLCWealth manager | 0.9% | $2.0M | 34,209 | -11.1% shares | Q2 2026 |
| Nottingham Advisors, Inc.Institutional asset manager | 0.2% | $1.5M | 26,680 | +0.0% shares | Q3 2026 |
| Carlson Financial, Inc.Wealth manager | 0.6% | $1.1M | 18,700 | -45.5% shares | Q2 2026 |
| Cathy Pareto & Associates, IncWealth manager | 0.6% | $1.1M | 19,742 | -0.0% shares | Q3 2026 |
| SK Wealth Management, LLCWealth manager | 0.2% | $903K | 14,690 | -9.2% shares | Q2 2026 |
| Sensible Money, LLCWealth manager | 0.2% | $776K | 13,809 | +2.4% shares | Q3 2026 |
| Retirement Planning Group, LLC / NyWealth manager | 0.4% | $686K | 11,530 | -2.5% shares | Q2 2026 |
| Collaborative Capital Advisors LLCWealth manager | 0.4% | $625K | 10,507 | — | Q2 2026 |
| Sunrise Financial Services, LLCWealth manager | 0.3% | $578K | 10,288 | -12.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 14). Screen RWJ in the grand portfolio →
RWJ stock trades by members of Congress
No member of Congress has disclosed a trade in RWJ.
RWJ questions and answers
Are insiders buying RWJ stock?
No open-market insider purchases or sales of RWJ were filed in the last 90 days.
Which hedge funds own RWJ?
25 13F filers hold RWJ among their 50 largest positions, worth $204.0M combined. The biggest bets by portfolio weight are Wellington Grp LLC (8.0%), Fusion Family Wealth, LLC (5.8%) and Cyr Financial Inc. (4.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded RWJ?
No member of Congress has disclosed a trade in RWJ.
Who is the largest holder of RWJ?
Among 13F filers, Fusion Family Wealth, LLC reports the largest RWJ position, $87.6M (1,471,806 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Wellington Grp LLC's: 8.0% of its portfolio.
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