Invesco S&P Midcap 400 PureRFVETF
13F holders, Q2 2026 (June 30)94holders +9
13new positions
3sold out
2famous investors
$142.94avg. 13F price*
At the end of Q2 2026, 94 institutions reported holding Invesco S&P Midcap 400 Pure (RFV) in their 13F filings, up 9 from Q1 2026. 13 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($26.3M), LPL Financial LLC ($24.6M) and Royal Bank of Canada ($11.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P Midcap 400 Pure
- CUSIP
- 46137V191
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.8M |
| Exits | 3 | $949K |
All 13F filers, Q1 2026 → Q2 2026: 67,700 shares bought and 45,124 shares sold, net +22,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Add +1.2% | 183,662 | $26.3M |
| LPL Financial LLC | 0.01% | Add +3.9% | 172,386 | $24.6M |
| Royal Bank of Canada | 0.00% | Add +8.6% | 77,650 | $11.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.6% | 49,184 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 48,964 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 45,183 | $6.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 36,393 | $5.2M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 27,164 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 23,607 | $3.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +12.8% | 22,031 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +270.7% | 14,984 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.1% | 14,818 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.0% | 12,933 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 11,829 | $1.7M |
| BNB Wealth Management, LLC | 0.93% | Reduce -2.0% | 11,867 | $1.7M |
| Axiom Financial Strategies, LLC | 0.53% | Reduce -12.2% | 11,742 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 11,350 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +25.6% | 10,781 | $1.5M |
| Saxony Capital Management, LLC | 0.67% | Add +13.5% | 10,237 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 10,128 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +10.2% | 10,045 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 8,174 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -70.2% | 7,675 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 7,381 | $1.1M |
| Citadel Advisors | 0.00% | Add +37.7% | 7,243 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.8% | 6,973 | $997K |
| UBS Group AG | 0.00% | Add +15.3% | 5,944 | $850K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.5% | 5,917 | $846K |
| Focus Financial Network, Inc. | 0.02% | New | 5,516 | $788K |
| Harbour Investments, Inc. | 0.01% | Add +3.4% | 5,202 | $744K |
| D. E. Shaw & Co. | 0.00% | No change | 5,133 | $734K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.5% | 5,080 | $726K |
| Cerity Partners LLC | 0.00% | No change | 4,742 | $678K |
| Strategic Blueprint, LLC | 0.03% | Reduce -42.2% | 4,630 | $662K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.7% | 4,467 | $638K |
| Two Sigma Investments, LP | 0.00% | New | 4,400 | $629K |
| Arkadios Wealth Advisors | 0.01% | Add +8.3% | 4,232 | $605K |
| Unified Investment Management | 0.54% | Add +0.1% | 4,068 | $581K |
| Mariner, LLC | 0.00% | New | 3,993 | $571K |
| Waverly Advisors, LLC | 0.00% | Add +0.7% | 3,856 | $551K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 3,603 | $515K |
| Creative Planning | 0.00% | Reduce -3.6% | 3,532 | $505K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -33.5% | 3,426 | $490K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -19.4% | 3,393 | $485K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.0% | 2,904 | $415K |
| S.A. Mason LLC | 0.12% | No change | 2,820 | $403K |
| Integrity Alliance, Llc. | 0.01% | Add +6.0% | 2,811 | $402K |
| Dale Q Rice Investment Management Ltd | 0.20% | Reduce -7.8% | 2,642 | $378K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -7.9% | 2,462 | $352K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 2,400 | $343K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 2,355 | $336K |
| Independent Financial Group, LLC | 0.01% | Add +0.0% | 2,298 | $329K |
| CoreCap Advisors, LLC | 0.01% | Add +3.5% | 2,281 | $326K |
| Reliant Investment Partners, LLC | 0.21% | Reduce -0.1% | 2,209 | $316K |
| Stephens Inc. | 0.00% | Add +19.7% | 1,915 | $274K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 1,886 | $269K |
| Well Done, LLC | 0.04% | No change | 1,825 | $261K |
| Greenleaf Trust | 0.00% | No change | 1,825 | $261K |
| Purus Wealth Management, LLC | 0.07% | Add +0.1% | 1,813 | $259K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +1.2% | 1,767 | $253K |
| Prospera Financial Services Inc | 0.00% | No change | 1,685 | $241K |
| FMR LLC | 0.00% | Add +9.5% | 1,602 | $229K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | New | 1,507 | $215K |
| Meridian Wealth Management, LLC | 0.01% | New | 1,477 | $211K |
| Carlson Financial, Inc. | 0.11% | New | 1,461 | $209K |
| IFP Advisors, Inc | 0.00% | No change | 1,059 | $151K |
| JNBA Financial Advisors | 0.01% | No change | 1,038 | $148K |
| Bank of Montreal | 0.00% | No change | 932 | $133K |
| Golden State Wealth Management, LLC | 0.01% | No change | 797 | $114K |
| Parallel Advisors, LLC | 0.00% | No change | 572 | $82K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $71K |
| NewEdge Advisors, LLC | 0.00% | Reduce -43.0% | 439 | $63K |
| Glenmede Trust Co. NA | 0.00% | No change | 353 | $50K |
| US Bancorp \de | 0.00% | Reduce -40.0% | 300 | $43K |
| Buck Wealth Strategies, LLC | 0.00% | New | 280 | $40K |
| UMB Bank, n.a. | 0.00% | No change | 200 | $29K |
| BlackRock, Inc. | 0.00% | No change | 200 | $29K |
| Bogart Wealth, LLC | 0.00% | No change | 176 | $25K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 163 | $23K |
| JPMorgan Chase & Co. | 0.00% | No change | 151 | $22K |
| Fifth Third Bancorp | 0.00% | New | 132 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | New | 116 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 112 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +89.4% | 89 | $13K |
| IFG Advisory, LLC | 0.00% | New | 88 | $13K |
| Main Street Group, LTD | 0.00% | No change | 80 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.4% | 70 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 53 | $8K |
| Archer Investment Corp | 0.00% | No change | 44 | $6K |
| Signaturefd, LLC | 0.00% | New | 40 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.8% | 37 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 31 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 16 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 7 | $1K |
"% of holder's portfolio" is RFV's weight in each manager's 13F, not the share of Invesco S&P Midcap 400 Pure the manager owns.