Invesco S&P Midcap 400 RevRWKETF
13F holders, Q2 2024 (June 30)105holders
16new positions
16sold out
$109.78avg. 13F price*
At the end of Q2 2024, 105 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, unchanged from Q1 2024. 16 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($102.8M), LPL Financial LLC ($63.6M) and Fusion Family Wealth, LLC ($50.6M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $21.3M |
| Exits | 16 | $9.4M |
All 13F filers, Q1 2024 → Q2 2024: 728,008 shares bought and 163,070 shares sold, net +564,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Morgan Stanley | 0.01% | Add +36.3% | 936,391 | $102.8M |
| LPL Financial LLC | 0.03% | Add +6.5% | 578,976 | $63.6M |
| Fusion Family Wealth, LLC | 5.16% | Add +0.3% | 461,258 | $50.6M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 331,775 | $36.4M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 173,560 | $19.1M |
| RVW Wealth, LLC | 1.71% | Reduce -7.4% | 156,042 | $17.1M |
| Resonant Capital Advisors, LLC | 1.30% | Add +7.5% | 146,348 | $16.1M |
| Systelligence, LLC | 3.81% | Reduce -8.9% | 130,465 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Add +155.4% | 126,546 | $13.9M |
| UBS Group AG | 0.00% | Add +2.6% | 121,879 | $13.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.3% | 113,307 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +45.6% | 92,743 | $10.2M |
| Raymond James & Associates | 0.01% | Add +3.0% | 85,465 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 71,912 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Add +2.2% | 61,300 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1760.9% | 59,643 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.6% | 51,155 | $5.6M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +4.8% | 49,737 | $5.5M |
| Private Advisory Group LLC | 0.70% | New | 48,484 | $5.3M |
| Anson Capital, Inc. | 5.21% | Add +13.3% | 48,136 | $5.3M |
| Eagle Strategies LLC | 0.81% | New | 38,402 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.9% | 29,873 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | — | 29,842 | $3.3M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.3% | 27,611 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | New | 27,197 | $3.0M |
| Aveo Capital Partners, LLC | 0.32% | Add +2.0% | 25,425 | $2.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.1% | 25,222 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | New | 24,486 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +6.6% | 23,510 | $2.6M |
| Investors Research Corp | 0.59% | Reduce -17.4% | 22,958 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +54.7% | 22,858 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.3% | 20,250 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -3.3% | 19,061 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +51.0% | 17,270 | $1.9M |
| Foresight Capital Management Advisors, Inc. | 1.17% | Add +51.4% | 15,727 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -4.0% | 13,916 | $1.5M |
| Western Wealth Management, LLC | 0.11% | Add +4.2% | 13,694 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 13,658 | $1.5M |
| Klingman & Associates, LLC | 0.10% | No change | 12,954 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +5.3% | 10,996 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +38.5% | 10,960 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 10,888 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.12% | New | 10,323 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.7% | 10,143 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -6.4% | 9,629 | $1.1M |
| 9258 Wealth Management, LLC | 0.16% | Add +15.2% | 9,303 | $1.0M |
| GTS Securities LLC | 0.02% | Add +162.9% | 8,654 | $950K |
| Geneos Wealth Management Inc. | 0.04% | Add +73.7% | 8,125 | $892K |
| Atria Investments, Inc | 0.01% | New | 8,112 | $891K |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 8,022 | $881K |
| Marshall Financial Group, LLC | 0.23% | Add +0.2% | 7,515 | $825K |
| Claro Advisors Inc. | 0.12% | Add +0.2% | 7,188 | $789K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $780K |
| Smith, Moore & Co. | 0.07% | Add +0.2% | 6,220 | $683K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +38.8% | 6,088 | $668K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +4.6% | 5,643 | $619K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,368 | $589K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.4% | 5,277 | $579K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,795 | $526K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.7% | 4,719 | $518K |
| Comerica Bank | 0.00% | Add +28.4% | 4,249 | $466K |
| Vantage Financial Partners, LLC | 0.12% | New | 4,183 | $459K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 4,080 | $448K |
| HighTower Advisors, LLC | 0.00% | No change | 3,585 | $394K |
| DHK Financial Advisors, Inc. | 0.27% | New | 3,500 | $384K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,472 | $381K |
| Fermata Advisors, LLC | 0.09% | Reduce -92.2% | 3,448 | $379K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.4% | 3,413 | $375K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $372K |
| Avestar Capital, LLC | 0.04% | No change | 3,023 | $332K |
| New Insight Wealth Advisors | 0.19% | Add +32.2% | 2,876 | $316K |
| Willner & Heller, LLC | 0.30% | Add +9.8% | 2,858 | $314K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $280K |
| Bowman & Co S.C. | 0.16% | Add +0.2% | 2,506 | $275K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,338 | $257K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.1% | 2,329 | $256K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -5.5% | 2,273 | $250K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.4% | 2,246 | $247K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $239K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,157 | $237K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,145 | $235K |
| Private Trust Co. NA | 0.02% | No change | 2,080 | $228K |
| Jones Financial Companies LLLP | 0.00% | New | 2,040 | $224K |
| First Financial Corp. | 0.11% | No change | 1,881 | $206K |
| US Bancorp \de | 0.00% | Reduce -3.6% | 1,363 | $150K |
| Allworth Financial LP | 0.00% | No change | 1,245 | $140K |
| Global Retirement Partners, LLC | 0.00% | Add +47.1% | 1,230 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,175 | $129K |
| Tidemark, LLC | 0.05% | Reduce -26.4% | 1,043 | $115K |
| Crewe Advisors LLC | 0.01% | No change | 1,041 | $114K |
| First Command Advisory Services, Inc. | 0.00% | Add +105.6% | 993 | $109K |
| Lindbrook Capital, LLC | 0.01% | No change | 900 | $99K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.7% | 781 | $86K |
| Citigroup Inc. | 0.00% | Add +0.1% | 736 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 735 | $81K |
| FMR LLC | 0.00% | Add +12.9% | 473 | $52K |
| HM Payson & Co. | 0.00% | No change | 410 | $45K |
| Principal Securities, Inc. | 0.00% | Add +53.5% | 396 | $43K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 250 | $27K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 210 | $23K |
"% 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.