Invesco S&P Midcap 400 PureRFVETF
13F holders, Q1 2026 (March 31)85holders −3
7new positions
9sold out
2famous investors
$129.95avg. 13F price*
At the end of Q1 2026, 85 institutions reported holding Invesco S&P Midcap 400 Pure (RFV) in their 13F filings, down 3 from Q4 2025. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($23.6M), LPL Financial LLC ($21.6M) and Royal Bank of Canada ($9.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 9 | $4.2M |
All 13F filers, Q4 2025 → Q1 2026: 64,346 shares bought and 146,413 shares sold, net −82,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Morgan Stanley | 0.00% | Add +1.8% | 181,524 | $23.6M |
| LPL Financial LLC | 0.01% | Reduce -2.0% | 165,885 | $21.6M |
| Royal Bank of Canada | 0.00% | Add +15.2% | 71,480 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 49,628 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.6% | 48,385 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.3% | 45,572 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -2.1% | 36,512 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -35.9% | 27,634 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -12.3% | 25,793 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +47.8% | 23,055 | $3.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.4% | 19,538 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.7% | 16,848 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 14,374 | $1.9M |
| Axiom Financial Strategies, LLC | 0.61% | Add +128.3% | 13,375 | $1.7M |
| BNB Wealth Management, LLC | 1.01% | Add +10.4% | 12,107 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.3% | 11,577 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.0% | 11,428 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Add +3.7% | 9,659 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +17.2% | 9,436 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +21.8% | 9,119 | $1.2M |
| Saxony Capital Management, LLC | 0.68% | Add +69.7% | 9,017 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -25.0% | 8,582 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.6% | 8,296 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +11.3% | 8,005 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.6% | 6,259 | $814K |
| Citadel Advisors | 0.00% | Reduce -10.1% | 5,260 | $684K |
| UBS Group AG | 0.00% | Add +12.6% | 5,157 | $670K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -93.5% | 5,156 | $670K |
| D. E. Shaw & Co. | 0.00% | No change | 5,133 | $667K |
| Harbour Investments, Inc. | 0.01% | Add +3.2% | 5,031 | $654K |
| Goldman Sachs Group Inc. | 0.00% | Add +12.6% | 4,948 | $643K |
| Cerity Partners LLC | 0.00% | New | 4,742 | $616K |
| Geneos Wealth Management Inc. | 0.01% | Add +159.3% | 4,683 | $609K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.9% | 4,332 | $563K |
| Twelve Points Wealth Management LLC | 0.12% | Reduce -0.1% | 4,208 | $547K |
| Unified Investment Management | 0.54% | Add +10.2% | 4,064 | $528K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.2% | 4,042 | $525K |
| Arkadios Wealth Advisors | 0.01% | No change | 3,907 | $508K |
| Waverly Advisors, LLC | 0.00% | Add +0.4% | 3,828 | $498K |
| Creative Planning | 0.00% | Reduce -19.6% | 3,663 | $476K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.4% | 3,604 | $468K |
| Principal Securities, Inc. | 0.01% | Add +3.0% | 2,960 | $385K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 2,933 | $381K |
| Dale Q Rice Investment Management Ltd | 0.28% | Reduce -0.6% | 2,865 | $372K |
| S.A. Mason LLC | 0.14% | No change | 2,820 | $367K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -11.8% | 2,674 | $348K |
| Integrity Alliance, Llc. | 0.01% | Add +34.4% | 2,653 | $345K |
| Kelman-Lazarov, Inc. | 0.04% | New | 2,400 | $312K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -0.4% | 2,353 | $305K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.8% | 2,297 | $299K |
| Reliant Investment Partners, LLC | 0.24% | Reduce -0.4% | 2,211 | $287K |
| CoreCap Advisors, LLC | 0.01% | Add +3.3% | 2,204 | $286K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,884 | $245K |
| Well Done, LLC | 0.03% | No change | 1,825 | $237K |
| Greenleaf Trust | 0.00% | No change | 1,825 | $237K |
| Purus Wealth Management, LLC | 0.08% | Add +0.1% | 1,812 | $236K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.5% | 1,746 | $227K |
| Prospera Financial Services Inc | 0.00% | No change | 1,685 | $219K |
| Stephens Inc. | 0.00% | No change | 1,600 | $208K |
| FMR LLC | 0.00% | Reduce -17.1% | 1,463 | $190K |
| IFP Advisors, Inc | 0.00% | No change | 1,059 | $138K |
| JNBA Financial Advisors | 0.01% | Reduce -4.9% | 1,038 | $135K |
| Bank of Montreal | 0.00% | Add +115.7% | 932 | $121K |
| Golden State Wealth Management, LLC | 0.01% | No change | 797 | $104K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 770 | $100K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.0% | 572 | $74K |
| US Bancorp \de | 0.00% | Reduce -16.7% | 500 | $65K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $64K |
| Glenmede Trust Co. NA | 0.00% | No change | 353 | $46K |
| UMB Bank, n.a. | 0.00% | No change | 200 | $26K |
| BlackRock, Inc. | 0.00% | New | 200 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 176 | $23K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 163 | $21K |
| JPMorgan Chase & Co. | 0.00% | Add +403.3% | 151 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 137 | $18K |
| Cwm, LLC | 0.00% | No change | 111 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 110 | $14K |
| Main Street Group, LTD | 0.00% | New | 80 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 47 | $6K |
| Archer Investment Corp | 0.00% | No change | 44 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.1% | 36 | $5K |
| Robinswood Financial LLC | 0.00% | New | 31 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 16 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 12 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 7 | $970 |
"% 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.