Invesco S&P Midcap 400 PureRFVETF
13F holders, Q3 2025 (September 30)83holders +6
13new positions
7sold out
1famous investor
$128.25avg. 13F price*
At the end of Q3 2025, 83 institutions reported holding Invesco S&P Midcap 400 Pure (RFV) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($22.7M), LPL Financial LLC ($11.0M) and Stratos Wealth Advisors, LLC ($9.8M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.9M |
| Exits | 7 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 154,046 shares bought and 28,720 shares sold, net +125,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +3.6% | 176,659 | $22.7M |
| LPL Financial LLC | 0.00% | Add +6.8% | 85,784 | $11.0M |
| Stratos Wealth Advisors, LLC | 0.47% | Add +12.5% | 76,773 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.5% | 70,981 | $9.1M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 51,906 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +56.5% | 50,118 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +19.4% | 48,305 | $6.2M |
| Bank of America Corp. | 0.00% | Add +4.8% | 41,265 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +94.2% | 34,417 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +69.3% | 21,561 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 20,742 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 19,353 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +362.0% | 17,944 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.04% | New | 14,361 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 11,985 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +149.2% | 10,189 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +28.0% | 9,950 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +20.6% | 9,288 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -28.4% | 8,553 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +124.8% | 8,242 | $1.1M |
| Cadent Capital Advisors, LLC | 0.26% | New | 7,710 | $989K |
| Advisory Services Network, LLC | 0.01% | Add +5.3% | 7,038 | $903K |
| Strategic Blueprint, LLC | 0.03% | New | 5,985 | $768K |
| Axiom Financial Strategies, LLC | 0.32% | New | 5,716 | $733K |
| Harbour Investments, Inc. | 0.02% | Add +0.2% | 5,291 | $679K |
| D. E. Shaw & Co. | 0.00% | No change | 5,133 | $658K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.8% | 4,801 | $616K |
| Running Point Capital Advisors, LLC | 0.16% | Reduce -3.2% | 4,752 | $610K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.1% | 4,645 | $596K |
| Twelve Points Wealth Management LLC | 0.14% | Reduce -13.6% | 4,480 | $575K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.0% | 3,911 | $502K |
| UBS Group AG | 0.00% | Reduce -54.5% | 3,810 | $489K |
| Waverly Advisors, LLC | 0.00% | Add +14.4% | 3,810 | $489K |
| Creative Planning | 0.00% | Add +0.4% | 3,780 | $485K |
| Arkadios Wealth Advisors | 0.01% | No change | 3,716 | $477K |
| Unified Investment Management | 0.46% | Add +61.1% | 3,557 | $456K |
| Dale Q Rice Investment Management Ltd | 0.29% | Reduce -3.6% | 3,266 | $414K |
| Fifth Third Securities, Inc. | 0.03% | Add +2.2% | 3,042 | $390K |
| Vista Investment Partners Ii, LLC | 0.18% | New | 2,993 | $384K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.2% | 2,946 | $378K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.5% | 2,923 | $375K |
| Principal Securities, Inc. | 0.01% | Add +8.5% | 2,827 | $363K |
| S.A. Mason LLC | 0.16% | No change | 2,820 | $362K |
| Scotia Capital Inc. | 0.00% | No change | 2,638 | $338K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 2,628 | $337K |
| Bank of Nova Scotia | 0.00% | No change | 2,615 | $335K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -7.7% | 2,369 | $304K |
| Saxony Capital Management, LLC | 0.19% | New | 2,304 | $296K |
| Reliant Investment Partners, LLC | 0.23% | No change | 2,265 | $294K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.6% | 1,980 | $254K |
| Integrity Alliance, Llc. | 0.01% | New | 1,968 | $252K |
| Well Done, LLC | 0.04% | No change | 1,825 | $234K |
| Greenleaf Trust | 0.00% | No change | 1,825 | $234K |
| Purus Wealth Management, LLC | 0.07% | Add +0.1% | 1,810 | $232K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.5% | 1,722 | $221K |
| Prospera Financial Services Inc | 0.00% | New | 1,685 | $216K |
| Stephens Inc. | 0.00% | New | 1,600 | $205K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,443 | $185K |
| CoreCap Advisors, LLC | 0.01% | Add +15.7% | 1,311 | $168K |
| FMR LLC | 0.00% | Add +0.6% | 1,255 | $161K |
| JNBA Financial Advisors | 0.01% | No change | 1,091 | $140K |
| IFP Advisors, Inc | 0.00% | Add +70.8% | 1,071 | $137K |
| NewEdge Advisors, LLC | 0.00% | Add +174.2% | 817 | $105K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 650 | $83K |
| Parallel Advisors, LLC | 0.00% | No change | 650 | $83K |
| US Bancorp \de | 0.00% | No change | 600 | $77K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $64K |
| Bank of Montreal | 0.00% | No change | 432 | $55K |
| AllSquare Wealth Management LLC | 0.02% | No change | 345 | $44K |
| UMB Bank, n.a. | 0.00% | No change | 200 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 174 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 137 | $18K |
| Cwm, LLC | 0.00% | No change | 111 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 93 | $12K |
| Root Financial Partners, LLC | 0.00% | New | 50 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 47 | $6K |
| Archer Investment Corp | 0.00% | No change | 44 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 17 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -93.8% | 16 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 12 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -41.7% | 7 | $898 |
"% 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.