Invesco S&P Midcap 400 RevRWKETF
13F holders, Q3 2024 (September 30)108holders +3
10new positions
8sold out
$116.37avg. 13F price*
At the end of Q3 2024, 108 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 3 from Q2 2024. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($117.3M), LPL Financial LLC ($64.9M) and Fusion Family Wealth, LLC ($56.2M).
- Company
- Invesco S&P Midcap 400 Rev
- CUSIP
- 46138G672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $21.5M |
| Exits | 8 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 392,127 shares bought and 179,729 shares sold, net +212,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Morgan Stanley | 0.01% | Add +7.7% | 1,008,559 | $117.3M |
| LPL Financial LLC | 0.03% | Reduce -3.7% | 557,519 | $64.9M |
| Fusion Family Wealth, LLC | 5.18% | Add +4.8% | 483,221 | $56.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 323,167 | $37.6M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 168,214 | $19.6M |
| RVW Wealth, LLC | 1.67% | Reduce -1.0% | 154,541 | $18.0M |
| Prism Advisors, Inc. | 5.06% | New | 152,166 | $17.7M |
| Resonant Capital Advisors, LLC | 1.30% | Add +3.7% | 151,729 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Add +16.4% | 147,295 | $17.1M |
| Systelligence, LLC | 3.99% | Add +6.0% | 138,329 | $16.1M |
| Osaic Holdings, Inc. | 0.03% | Add +3.0% | 116,714 | $13.6M |
| UBS Group AG | 0.00% | Reduce -16.9% | 101,328 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.2% | 101,298 | $11.8M |
| Raymond James & Associates | 0.01% | Add +8.6% | 92,784 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 69,501 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Add +4.2% | 63,877 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.4% | 62,598 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.1% | 60,316 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +0.4% | 49,958 | $5.8M |
| Anson Capital, Inc. | 4.97% | Reduce -0.7% | 47,795 | $5.6M |
| Eagle Strategies LLC | 0.83% | Add +2.7% | 39,435 | $4.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.5% | 27,617 | $3.4M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.7% | 27,420 | $3.2M |
| Foresight Capital Management Advisors, Inc. | 1.90% | Add +74.2% | 27,392 | $3.2M |
| Aveo Capital Partners, LLC | 0.34% | Add +7.2% | 27,245 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.4% | 26,070 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.2% | 24,769 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.4% | 24,675 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +1.4% | 23,841 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.5% | 22,976 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -2.9% | 22,185 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +1.3% | 19,308 | $2.2M |
| Nwam LLC | 0.13% | New | 18,704 | $2.2M |
| Investors Research Corp | 0.46% | Reduce -21.4% | 18,034 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +72.0% | 17,755 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 17,149 | $2.0M |
| Western Wealth Management, LLC | 0.10% | Add +5.2% | 14,412 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 14,207 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +0.0% | 13,919 | $1.6M |
| Klingman & Associates, LLC | 0.09% | No change | 12,954 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.3% | 11,353 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +2.9% | 11,275 | $1.3M |
| Vantage Financial Partners, LLC | 0.29% | Add +137.7% | 9,941 | $1.2M |
| 9258 Wealth Management, LLC | 0.17% | Add +6.8% | 9,932 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.0% | 9,533 | $1.1M |
| GTS Securities LLC | 0.02% | Add +9.9% | 9,515 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 8,563 | $996K |
| Geneos Wealth Management Inc. | 0.04% | Add +2.9% | 8,357 | $972K |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 7,778 | $905K |
| Claro Advisors Inc. | 0.11% | Add +0.2% | 7,203 | $838K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $826K |
| Marshall Financial Group, LLC | 0.20% | Reduce -5.8% | 7,077 | $823K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 6,287 | $731K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.1% | 5,650 | $657K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +0.1% | 5,646 | $657K |
| CreativeOne Wealth, LLC | 0.02% | New | 5,572 | $648K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.8% | 5,517 | $642K |
| Smith, Moore & Co. | 0.06% | Reduce -12.9% | 5,420 | $630K |
| Jones Financial Companies LLLP | 0.00% | Add +154.1% | 5,183 | $604K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 5,133 | $597K |
| Comerica Bank | 0.00% | Add +8.9% | 4,628 | $538K |
| JPMorgan Chase & Co. | 0.00% | Add +402.1% | 3,921 | $456K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 3,611 | $421K |
| DHK Financial Advisors, Inc. | 0.25% | No change | 3,500 | $407K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.4% | 3,457 | $402K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $394K |
| Old Mission Capital LLC | 0.01% | New | 3,324 | $387K |
| Equitable Holdings, Inc. | 0.00% | Reduce -22.9% | 3,144 | $366K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.1% | 3,136 | $365K |
| Willner & Heller, LLC | 0.31% | Add +6.1% | 3,032 | $353K |
| Avestar Capital, LLC | 0.04% | No change | 3,023 | $352K |
| New Insight Wealth Advisors | 0.17% | Reduce -1.6% | 2,831 | $329K |
| Fermata Advisors, LLC | 0.06% | Reduce -21.8% | 2,695 | $314K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $296K |
| Bowman & Co S.C. | 0.15% | Add +0.2% | 2,512 | $292K |
| Flow Traders U.S. LLC | 0.01% | New | 2,482 | $289K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.8% | 2,416 | $281K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.4% | 2,237 | $260K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $253K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,157 | $251K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,145 | $250K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -5.9% | 2,139 | $249K |
| US Bancorp \de | 0.00% | Add +47.9% | 2,016 | $234K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.9% | 2,006 | $233K |
| First Financial Corp. | 0.10% | No change | 1,881 | $219K |
| Empirical Asset Management, LLC | 0.07% | New | 1,797 | $209K |
| Global Retirement Partners, LLC | 0.01% | Add +21.9% | 1,500 | $174K |
| Allworth Financial LP | 0.00% | No change | 1,245 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,178 | $137K |
| Tidemark, LLC | 0.05% | Add +0.2% | 1,045 | $122K |
| Crewe Advisors LLC | 0.01% | No change | 1,041 | $121K |
| Private Trust Co. NA | 0.01% | Reduce -51.1% | 1,017 | $118K |
| First Command Advisory Services, Inc. | 0.00% | No change | 993 | $116K |
| Lindbrook Capital, LLC | 0.01% | No change | 900 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 737 | $86K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 735 | $85K |
| FMR LLC | 0.00% | Add +12.3% | 531 | $62K |
| PSI Advisors, LLC | 0.02% | New | 513 | $60K |
| HM Payson & Co. | 0.00% | No change | 410 | $48K |
| Principal Securities, Inc. | 0.00% | Reduce -7.1% | 368 | $43K |
| Northwest Financial Advisors | 0.03% | New | 298 | $35K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 210 | $24K |
| Spire Wealth Management | 0.00% | No change | 208 | $24K |
| Pacifica Partners Inc. | 0.00% | New | 85 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -17.6% | 84 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 50 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 32 | $4K |
| Richardson Capital Management LLC | 0.00% | No change | 17 | $2K |
"% 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.