Invesco S&P Midcap 400 RevRWKETF
13F holders, Q4 2024 (December 31)120holders +12
16new positions
8sold out
$116.21avg. 13F price*
At the end of Q4 2024, 120 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 12 from Q3 2024. 16 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($123.4M), LPL Financial LLC ($64.8M) and Fusion Family Wealth, LLC ($58.6M).
- Company
- Invesco S&P Midcap 400 Rev
- CUSIP
- 46138G672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.4M |
| Exits | 8 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 346,763 shares bought and 81,245 shares sold, net +265,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Morgan Stanley | 0.01% | Add +5.3% | 1,061,474 | $123.4M |
| LPL Financial LLC | 0.03% | Reduce -0.0% | 557,460 | $64.8M |
| Fusion Family Wealth, LLC | 5.37% | Add +4.2% | 503,385 | $58.6M |
| Wells Fargo & Company | 0.01% | Add +7.4% | 347,171 | $40.4M |
| Osaic Holdings, Inc. | 0.06% | Add +103.5% | 237,469 | $27.6M |
| Prism Advisors, Inc. | 6.52% | Add +23.1% | 187,246 | $21.8M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 167,034 | $19.4M |
| Resonant Capital Advisors, LLC | 1.31% | Add +2.0% | 154,708 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 146,845 | $17.1M |
| RVW Wealth, LLC | 1.55% | Reduce -7.2% | 143,392 | $16.7M |
| Raymond James Financial Inc. | 0.01% | — | 121,034 | $14.1M |
| Systelligence, LLC | 3.25% | Reduce -18.1% | 113,311 | $13.2M |
| UBS Group AG | 0.00% | Reduce -4.1% | 97,165 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.6% | 96,628 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 69,903 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 69,280 | $8.1M |
| Seros Financial, LLC | 6.99% | — | 70,738 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Add +0.8% | 64,377 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 61,257 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +6.5% | 53,200 | $6.2M |
| Anson Capital, Inc. | 4.77% | Reduce -1.5% | 47,098 | $5.5M |
| Eagle Strategies LLC | 0.85% | Add +7.5% | 42,402 | $4.9M |
| Ipsen Advisor Group LLC | 4.06% | — | 40,839 | $4.7M |
| Marshall & Sterling Wealth Advisors Inc. | 2.84% | — | 35,410 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 27,306 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Add +6.5% | 26,367 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -2.0% | 26,871 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +12.4% | 26,793 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.4% | 26,435 | $3.1M |
| Foresight Capital Management Advisors, Inc. | 1.79% | Reduce -4.2% | 26,247 | $3.1M |
| Aveo Capital Partners, LLC | 0.32% | Reduce -7.1% | 25,309 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.1% | 23,920 | $2.8M |
| Cetera Investment Advisers | 0.01% | Reduce -5.0% | 21,072 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +4.7% | 20,211 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +13.0% | 20,062 | $2.3M |
| Nwam LLC | 0.14% | Add +2.8% | 19,232 | $2.2M |
| Investors Research Corp | 0.46% | Reduce -0.7% | 17,911 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 17,022 | $2.0M |
| Western Wealth Management, LLC | 0.09% | Add +5.2% | 15,164 | $1.8M |
| Vantage Financial Partners, LLC | 0.42% | Add +44.8% | 14,391 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 14,218 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +150.6% | 12,990 | $1.5M |
| Klingman & Associates, LLC | 0.10% | No change | 12,954 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -8.9% | 12,683 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +4.2% | 11,751 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.8% | 11,031 | $1.3M |
| Geneos Wealth Management Inc. | 0.04% | Add +28.0% | 10,700 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | No change | 9,533 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +142.2% | 9,495 | $1.1M |
| Waverly Advisors, LLC | 0.02% | New | 9,251 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +9.5% | 8,514 | $990K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 8,274 | $962K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +37.6% | 7,770 | $903K |
| Claro Advisors Inc. | 0.11% | Reduce -0.5% | 7,170 | $833K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $826K |
| Marshall Financial Group, LLC | 0.20% | Reduce -0.8% | 7,019 | $816K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.6% | 6,702 | $779K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.6% | 6,445 | $749K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.2% | 6,393 | $743K |
| CreativeOne Wealth, LLC | 0.02% | Add +9.8% | 6,116 | $711K |
| Advisory Services Network, LLC | 0.01% | New | 5,920 | $688K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.5% | 5,600 | $651K |
| Smith, Moore & Co. | 0.06% | Reduce -0.9% | 5,373 | $625K |
| Independent Advisor Alliance | 0.01% | New | 5,279 | $614K |
| Leigh Baldwin & Co., LLC | 0.47% | — | 4,819 | $560K |
| Haven Private, LLC | 0.29% | — | 4,460 | $518K |
| Comerica Bank | 0.00% | Reduce -9.5% | 4,187 | $487K |
| HighTower Advisors, LLC | 0.00% | No change | 3,611 | $420K |
| DHK Financial Advisors, Inc. | 0.25% | Add +0.3% | 3,510 | $408K |
| Willner & Heller, LLC | 0.35% | Add +13.4% | 3,439 | $400K |
| Fifth Third Securities, Inc. | 0.03% | New | 3,438 | $400K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $393K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 3,146 | $366K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.6% | 3,055 | $355K |
| Avestar Capital, LLC | 0.03% | No change | 3,023 | $351K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $296K |
| Bowman & Co S.C. | 0.15% | Reduce -0.9% | 2,490 | $289K |
| Capital Square, LLC | 0.15% | New | 2,136 | $261K |
| Parallel Advisors, LLC | 0.01% | Add +0.4% | 2,245 | $261K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,175 | $253K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.0% | 2,175 | $253K |
| Flaharty Asset Management, LLC | 0.04% | Add +0.3% | 2,145 | $249K |
| United Advisor Group, LLC | 0.05% | New | 2,107 | $245K |
| New Insight Wealth Advisors | 0.12% | Reduce -26.3% | 2,087 | $243K |
| US Bancorp \de | 0.00% | Add +0.3% | 2,022 | $235K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,006 | $233K |
| Mariner, LLC | 0.00% | New | 1,999 | $232K |
| Fermata Advisors, LLC | 0.04% | Reduce -26.1% | 1,993 | $232K |
| Brady Family Wealth, LLC | 0.07% | Reduce -10.1% | 1,928 | $224K |
| Jane Street Group, LLC | 0.00% | New | 1,890 | $220K |
| Global Retirement Partners, LLC | 0.01% | Add +25.7% | 1,886 | $219K |
| First Financial Corp. | 0.10% | No change | 1,881 | $219K |
| Focus Partners Wealth | 0.00% | New | 1,796 | $209K |
| HBW Advisory Services LLC | 0.02% | New | 1,792 | $208K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,748 | $203K |
| Harbour Investments, Inc. | 0.01% | Add +28.8% | 1,517 | $176K |
| Allworth Financial LP | 0.00% | No change | 1,245 | $153K |
| Tidemark, LLC | 0.05% | Add +0.2% | 1,047 | $122K |
| Crewe Advisors LLC | 0.02% | No change | 1,041 | $121K |
| First Command Advisory Services, Inc. | 0.00% | Add +4.8% | 1,041 | $121K |
"% 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.