Invesco S&P Midcap 400 RevRWKETF
13F holders, Q1 2024 (March 31)105holders
1famous investor
$115.05avg. 13F price*
At the end of Q1 2024, 105 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings. The largest holders were Morgan Stanley ($79.1M), LPL Financial LLC ($62.6M) and Fusion Family Wealth, LLC ($52.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Midcap 400 Rev
- CUSIP
- 46138G672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.5M |
| Exits | 10 | $10.0M |
Ownership 105 holders
| Morgan Stanley | 0.01% | Add +3.9% | 687,186 | $79.1M |
| LPL Financial LLC | 0.03% | Add +7.7% | 543,872 | $62.6M |
| Fusion Family Wealth, LLC | 5.48% | Add +1.8% | 459,643 | $52.9M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 325,857 | $37.5M |
| Bank of America Corp. | 0.00% | Add +2.0% | 174,490 | $20.1M |
| RVW Wealth, LLC | 1.99% | Reduce -2.7% | 168,454 | $19.4M |
| Systelligence, LLC | 4.31% | Reduce -0.4% | 143,214 | $16.5M |
| Resonant Capital Advisors, LLC | 1.34% | Add +4.8% | 136,187 | $15.7M |
| UBS Group AG | 0.00% | Add +57.6% | 118,838 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Add +16.9% | 114,812 | $13.2M |
| Raymond James & Associates | 0.01% | Reduce -2.4% | 83,001 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 71,227 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +25.1% | 63,714 | $7.3M |
| Private Advisor Group, LLC | 0.05% | Add +4.6% | 59,980 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +40.3% | 49,545 | $5.7M |
| Stratos Wealth Advisors, LLC | 0.32% | Add +5.3% | 47,475 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.8% | 45,826 | $5.3M |
| Fermata Advisors, LLC | 1.14% | Reduce -27.2% | 43,972 | $5.1M |
| Anson Capital, Inc. | 7.04% | Add +6.0% | 42,503 | $4.9M |
| Investors Research Corp | 0.75% | Reduce -1.0% | 27,812 | $3.2M |
| GHP Investment Advisors, Inc. | 0.16% | Reduce -1.7% | 27,690 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +11.9% | 24,704 | $2.8M |
| Aveo Capital Partners, LLC | 0.30% | Reduce -27.0% | 24,933 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +59.8% | 23,172 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +20.9% | 22,049 | $2.5M |
| Sigma Planning Corp | 0.07% | Add +212.5% | 19,711 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.4% | 19,409 | $2.2M |
| AlphaQ Advisors LLC | 1.34% | Add +16.9% | 19,372 | $2.2M |
| Cetera Investment Advisers | 0.00% | New | 14,778 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +18.9% | 14,499 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 13,620 | $1.6M |
| Western Wealth Management, LLC | 0.12% | Add +2.3% | 13,146 | $1.5M |
| Klingman & Associates, LLC | 0.11% | No change | 12,954 | $1.5M |
| Nwam LLC | 0.12% | Add +17.5% | 12,985 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.6% | 12,178 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +34.0% | 11,441 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 10,438 | $1.2M |
| Foresight Capital Management Advisors, Inc. | 0.91% | New | 10,389 | $1.2M |
| Mason & Associates, LLC | 0.91% | — | 10,389 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.5% | 10,291 | $1.2M |
| Founders Financial Securities LLC | 0.11% | Reduce -6.6% | 8,776 | $1.0M |
| 9258 Wealth Management, LLC | 0.14% | Add +146.9% | 8,073 | $929K |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -17.1% | 7,915 | $911K |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 7,818 | $900K |
| Marshall Financial Group, LLC | 0.25% | Reduce -0.1% | 7,499 | $863K |
| Claro Advisors Inc. | 0.14% | Add +0.2% | 7,171 | $825K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $818K |
| Smith, Moore & Co. | 0.08% | Reduce -5.3% | 6,205 | $714K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +16.9% | 5,396 | $621K |
| Cedar Brook Financial Partners, LLC | 0.12% | Add +16.8% | 5,352 | $616K |
| SpiderRock Advisors, LLC | 0.02% | — | 5,607 | $614K |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.3% | 5,103 | $587K |
| CreativeOne Wealth, LLC | 0.02% | New | 5,028 | $579K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 4,899 | $564K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.3% | 4,678 | $538K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.4% | 4,387 | $505K |
| Equitable Holdings, Inc. | 0.01% | Add +9.3% | 4,075 | $469K |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 3,837 | $442K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.9% | 3,607 | $415K |
| HighTower Advisors, LLC | 0.00% | No change | 3,585 | $413K |
| Citadel Advisors | 0.00% | New | 3,423 | $394K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $389K |
| Comerica Bank | 0.00% | Add +2.8% | 3,310 | $381K |
| GTS Securities LLC | 0.01% | Reduce -88.2% | 3,292 | $379K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 3,205 | $369K |
| Flow Traders U.S. LLC | 0.02% | New | 3,048 | $351K |
| Avestar Capital, LLC | 0.04% | No change | 3,023 | $348K |
| Willner & Heller, LLC | 0.30% | New | 2,604 | $300K |
| IFP Advisors, Inc | 0.01% | New | 2,546 | $293K |
| Bowman & Co S.C. | 0.17% | Add +0.3% | 2,500 | $288K |
| Lincoln National Corp. | 0.00% | Add +0.3% | 2,437 | $280K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -10.9% | 2,406 | $277K |
| Parallel Advisors, LLC | 0.01% | Add +5.1% | 2,301 | $265K |
| New Insight Wealth Advisors | 0.16% | Reduce -6.5% | 2,176 | $250K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $250K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,157 | $248K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,145 | $247K |
| Private Trust Co. NA | 0.03% | No change | 2,080 | $239K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,006 | $231K |
| First Financial Corp. | 0.11% | No change | 1,881 | $217K |
| Wedbush Securities Inc. | 0.01% | New | 1,821 | $210K |
| Empirical Asset Management, LLC | 0.10% | New | 1,787 | $206K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -65.1% | 1,767 | $203K |
| Tidemark, LLC | 0.09% | Add +1.3% | 1,418 | $163K |
| US Bancorp \de | 0.00% | No change | 1,414 | $163K |
| Allworth Financial LP | 0.00% | New | 1,245 | $143K |
| Harbour Investments, Inc. | 0.00% | Add +35.3% | 1,172 | $135K |
| Crewe Advisors LLC | 0.01% | No change | 1,041 | $120K |
| Lindbrook Capital, LLC | 0.01% | No change | 900 | $104K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.2% | 836 | $96K |
| Citigroup Inc. | 0.00% | New | 735 | $85K |
| Aptus Capital Advisors, LLC | 0.00% | New | 733 | $84K |
| First Command Advisory Services, Inc. | 0.00% | No change | 483 | $56K |
| FMR LLC | 0.00% | Add +29.7% | 419 | $48K |
| HM Payson & Co. | 0.00% | No change | 410 | $47K |
| Spire Wealth Management | 0.00% | Reduce -6.1% | 262 | $30K |
| Principal Securities, Inc. | 0.00% | Add +50.9% | 258 | $30K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 250 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 210 | $24K |
| Nordwand Advisors, LLC | 0.01% | No change | 142 | $16K |
"% of holder's portfolio" is RWK's weight in each manager's 13F, not the share of Invesco S&P Midcap 400 Rev the manager owns.