Invesco S&P Midcap 400 PureRFVETF
13F holders, Q1 2025 (March 31)81holders −5
6new positions
9sold out
2famous investors
$114.16avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Invesco S&P Midcap 400 Pure (RFV) in their 13F filings, down 5 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($17.6M), LPL Financial LLC ($10.6M) and Commonwealth Equity Services, LLC ($8.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 9 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 74,782 shares bought and 141,426 shares sold, net −66,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Add +2.9% | 154,650 | $17.6M |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 92,560 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 74,034 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +11.2% | 65,852 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +10.4% | 49,175 | $5.6M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 40,069 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.1% | 39,109 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -53.1% | 37,735 | $4.3M |
| IMC-Chicago, LLC | 0.11% | New | 25,830 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.8% | 22,565 | $2.6M |
| Fifth Third Securities, Inc. | 0.20% | Add +3.7% | 21,277 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +17.3% | 20,259 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -68.2% | 16,360 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 15,085 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +6.0% | 13,069 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +34.3% | 12,850 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 12,447 | $1.4M |
| Twelve Points Wealth Management LLC | 0.33% | Reduce -0.1% | 10,758 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 10,534 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +75.2% | 9,973 | $1.1M |
| Dale Q Rice Investment Management Ltd | 0.53% | Reduce -1.3% | 8,998 | $1.0M |
| UBS Group AG | 0.00% | Add +136.5% | 8,775 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +1.8% | 8,509 | $971K |
| Citadel Advisors | 0.00% | Add +35.6% | 8,152 | $930K |
| Private Advisor Group, LLC | 0.00% | Reduce -26.7% | 6,739 | $769K |
| Harbour Investments, Inc. | 0.02% | Reduce -8.3% | 5,972 | $682K |
| D. E. Shaw & Co. | 0.00% | No change | 5,133 | $586K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 4,939 | $564K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.0% | 4,738 | $541K |
| Well Done, LLC | 0.09% | No change | 4,290 | $520K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.4% | 4,135 | $472K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,014 | $458K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.0% | 3,818 | $436K |
| Arkadios Wealth Advisors | 0.02% | Add +5.1% | 3,670 | $419K |
| Creative Planning | 0.00% | Add +0.5% | 3,596 | $410K |
| Cetera Investment Advisers | 0.00% | Reduce -22.4% | 3,488 | $398K |
| Waverly Advisors, LLC | 0.00% | Add +4.3% | 3,292 | $376K |
| Integrity Alliance, Llc. | 0.01% | New | 3,156 | $360K |
| Greenleaf Trust | 0.00% | Add +67.4% | 3,055 | $349K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,031 | $346K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 2,881 | $329K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 2,837 | $324K |
| S.A. Mason LLC | 0.17% | No change | 2,820 | $322K |
| Commerce Bank | 0.00% | No change | 2,750 | $314K |
| Jones Financial Companies LLLP | 0.00% | Add +52.7% | 2,685 | $306K |
| Scotia Capital Inc. | 0.00% | Add +0.4% | 2,638 | $301K |
| Bank of Nova Scotia | 0.00% | No change | 2,615 | $298K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.2% | 2,562 | $292K |
| Elevation Wealth Partners, LLC | 0.13% | No change | 2,550 | $291K |
| Reliant Investment Partners, LLC | 0.29% | Reduce -0.6% | 2,479 | $283K |
| Unified Investment Management | 0.29% | New | 2,184 | $249K |
| Purus Wealth Management, LLC | 0.09% | Add +0.1% | 1,808 | $206K |
| Principal Securities, Inc. | 0.00% | No change | 1,384 | $168K |
| Matrix Trust Co | 0.02% | Add +46.1% | 1,205 | $138K |
| PSI Advisors, LLC | 0.04% | No change | 1,203 | $137K |
| CoreCap Advisors, LLC | 0.01% | Add +8.0% | 1,133 | $129K |
| JNBA Financial Advisors | 0.01% | Reduce -4.1% | 1,091 | $125K |
| FMR LLC | 0.00% | Add +11.5% | 1,063 | $121K |
| IFP Advisors, Inc | 0.00% | No change | 711 | $81K |
| Parallel Advisors, LLC | 0.00% | No change | 650 | $74K |
| US Bancorp \de | 0.00% | No change | 600 | $68K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $57K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 451 | $52K |
| Bank of Montreal | 0.00% | No change | 432 | $49K |
| AllSquare Wealth Management LLC | 0.02% | No change | 345 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 249 | $28K |
| Nova Wealth Management, Inc. | 0.02% | New | 176 | $20K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 172 | $20K |
| Cwm, LLC | 0.00% | No change | 140 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 137 | $16K |
| UMB Bank, n.a. | 0.00% | New | 100 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 93 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.3% | 80 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 63 | $7K |
| Spire Wealth Management | 0.00% | No change | 63 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 41 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $4K |
| Archer Investment Corp | 0.00% | No change | 27 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 12 | $1K |
| Transce3nd, LLC | 0.00% | No change | 2 | $228 |
"% 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.