Invesco S&P Midcap 400 PureRFVETF
13F holders, Q4 2025 (December 31)88holders +5
8new positions
4sold out
2famous investors
$127.82avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding Invesco S&P Midcap 400 Pure (RFV) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($22.8M), LPL Financial LLC ($21.6M) and Stratos Wealth Advisors, LLC ($10.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.5M |
| Exits | 4 | $348K |
All 13F filers, Q3 2025 → Q4 2025: 182,674 shares bought and 73,502 shares sold, net +109,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Morgan Stanley | 0.00% | Add +1.0% | 178,393 | $22.8M |
| LPL Financial LLC | 0.01% | Add +97.3% | 169,208 | $21.6M |
| Stratos Wealth Advisors, LLC | 0.49% | Add +3.5% | 79,420 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +19.5% | 62,037 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 50,479 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.9% | 49,694 | $6.4M |
| Bank of America Corp. | 0.00% | Add +4.4% | 43,079 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -47.1% | 37,557 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 37,292 | $4.8M |
| Merit Financial Group, LLC | 0.03% | New | 29,395 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.7% | 19,761 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +7.4% | 19,277 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +82.4% | 15,602 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 13,773 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 12,878 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -43.9% | 12,095 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +15.0% | 11,440 | $1.5M |
| BNB Wealth Management, LLC | 0.90% | — | 10,963 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 9,824 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +100.5% | 9,314 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 8,300 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.3% | 8,054 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +6.4% | 7,486 | $957K |
| Strategic Blueprint, LLC | 0.05% | Add +20.2% | 7,192 | $919K |
| Cadent Capital Advisors, LLC | 0.24% | Reduce -7.9% | 7,099 | $907K |
| Axiom Financial Strategies, LLC | 0.32% | Add +2.5% | 5,858 | $749K |
| Citadel Advisors | 0.00% | New | 5,851 | $748K |
| Saxony Capital Management, LLC | 0.42% | Add +130.6% | 5,313 | $679K |
| D. E. Shaw & Co. | 0.00% | No change | 5,133 | $656K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 4,945 | $632K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.8% | 4,876 | $623K |
| Running Point Capital Advisors, LLC | 0.17% | Reduce -0.2% | 4,742 | $606K |
| UBS Group AG | 0.00% | Add +20.2% | 4,580 | $585K |
| Creative Planning | 0.00% | Add +20.6% | 4,558 | $582K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -6.0% | 4,210 | $565K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.9% | 4,395 | $562K |
| Greenline Wealth Management LLC | 0.54% | — | 4,081 | $522K |
| Arkadios Wealth Advisors | 0.01% | Add +5.1% | 3,907 | $499K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 3,813 | $487K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 3,811 | $487K |
| Unified Investment Management | 0.48% | Add +3.7% | 3,688 | $471K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.4% | 3,634 | $464K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,582 | $458K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -0.4% | 3,030 | $387K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.2% | 2,918 | $373K |
| Dale Q Rice Investment Management Ltd | 0.26% | Reduce -11.8% | 2,882 | $368K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 2,873 | $367K |
| S.A. Mason LLC | 0.14% | No change | 2,820 | $360K |
| Scotia Capital Inc. | 0.00% | No change | 2,638 | $337K |
| Bank of Nova Scotia | 0.00% | No change | 2,615 | $334K |
| Vista Investment Partners Ii, LLC | 0.14% | Reduce -12.7% | 2,613 | $334K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.1% | 2,388 | $305K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -0.3% | 2,363 | $302K |
| Fischer Investment Strategies, LLC | 0.17% | New | 2,348 | $300K |
| Reliant Investment Partners, LLC | 0.22% | Reduce -2.0% | 2,219 | $284K |
| CoreCap Advisors, LLC | 0.01% | Add +62.7% | 2,133 | $273K |
| Integrity Alliance, Llc. | 0.01% | Add +0.3% | 1,974 | $252K |
| Well Done, LLC | 0.03% | No change | 1,825 | $233K |
| Greenleaf Trust | 0.00% | No change | 1,825 | $233K |
| Purus Wealth Management, LLC | 0.07% | Add +0.1% | 1,811 | $231K |
| Geneos Wealth Management Inc. | 0.01% | Add +1841.9% | 1,806 | $231K |
| FMR LLC | 0.00% | Add +40.6% | 1,764 | $225K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -87.8% | 1,746 | $223K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.9% | 1,737 | $222K |
| Prospera Financial Services Inc | 0.00% | No change | 1,685 | $215K |
| Stephens Inc. | 0.00% | No change | 1,600 | $204K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,323 | $169K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.3% | 1,237 | $158K |
| JNBA Financial Advisors | 0.01% | No change | 1,091 | $139K |
| IFP Advisors, Inc | 0.00% | Reduce -1.1% | 1,059 | $135K |
| Golden State Wealth Management, LLC | 0.01% | Add +5592.9% | 797 | $102K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 774 | $99K |
| 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 | $63K |
| Bank of Montreal | 0.00% | No change | 432 | $55K |
| Glenmede Trust Co. NA | 0.00% | — | 353 | $45K |
| UMB Bank, n.a. | 0.00% | No change | 200 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 175 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 137 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +547.1% | 110 | $14K |
| Cwm, LLC | 0.00% | No change | 111 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 47 | $6K |
| Archer Investment Corp | 0.00% | No change | 44 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 30 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 16 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 12 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 7 | $895 |
"% 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.