Invesco S&P Midcap 400 RevRWKETF
13F holders, Q1 2025 (March 31)117holders −3
10new positions
12sold out
1famous investor
$107.88avg. 13F price*
At the end of Q1 2025, 117 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, down 3 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($91.2M), LPL Financial LLC ($67.9M) and Fusion Family Wealth, LLC ($56.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 12 | $26.5M |
All 13F filers, Q4 2024 → Q1 2025: 261,565 shares bought and 589,478 shares sold, net −327,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.01% | Reduce -20.3% | 845,544 | $91.2M |
| LPL Financial LLC | 0.03% | Add +12.9% | 629,256 | $67.9M |
| Fusion Family Wealth, LLC | 5.18% | Add +3.8% | 522,528 | $56.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 327,582 | $35.3M |
| Osaic Holdings, Inc. | 0.06% | Add +6.1% | 251,905 | $27.2M |
| Prism Advisors, Inc. | 6.08% | Reduce -2.1% | 183,263 | $19.8M |
| Bank of America Corp. | 0.00% | Add +2.3% | 170,872 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +11.3% | 163,409 | $17.6M |
| Resonant Capital Advisors, LLC | 1.22% | Add +5.1% | 162,537 | $17.5M |
| RVW Wealth, LLC | 1.40% | Reduce -4.0% | 137,720 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.0% | 113,727 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.2% | 113,252 | $12.2M |
| UBS Group AG | 0.00% | Reduce -0.8% | 96,392 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 78,212 | $8.4M |
| Private Advisor Group, LLC | 0.05% | Add +10.8% | 71,349 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 69,722 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.2% | 62,016 | $6.7M |
| Eagle Strategies LLC | 0.85% | Add +7.1% | 45,407 | $4.9M |
| Ipsen Advisor Group LLC | 3.96% | Add +4.4% | 42,630 | $4.6M |
| Marshall & Sterling Wealth Advisors Inc. | 2.59% | Reduce -0.2% | 35,327 | $3.8M |
| Aveo Capital Partners, LLC | 0.53% | Add +15.3% | 29,185 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +38.7% | 27,817 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 26,991 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -2.5% | 26,185 | $2.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.8% | 26,142 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +100.9% | 26,100 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -4.1% | 25,705 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.6% | 24,702 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 21,837 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 21,348 | $2.3M |
| Nwam LLC | 0.19% | Add +7.1% | 20,600 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +0.8% | 20,378 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +0.7% | 17,134 | $1.8M |
| Vantage Financial Partners, LLC | 0.45% | Add +15.8% | 16,663 | $1.8M |
| Investors Research Corp | 0.38% | Reduce -9.1% | 16,275 | $1.8M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.4% | 15,109 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,265 | $1.5M |
| Klingman & Associates, LLC | 0.09% | No change | 12,954 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +20.3% | 12,873 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +5.6% | 12,406 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +79.5% | 11,570 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -11.6% | 11,209 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.4% | 10,550 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.6% | 10,145 | $1.1M |
| GTS Securities LLC | 0.05% | New | 9,833 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +418.0% | 9,791 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 9,671 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 9,304 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 9,011 | $972K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -5.7% | 8,994 | $970K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +7.3% | 8,340 | $900K |
| US Bancorp \de | 0.00% | Add +289.2% | 7,870 | $849K |
| Claro Advisors Inc. | 0.10% | Add +0.0% | 7,173 | $774K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 7,120 | $768K |
| Marshall Financial Group, LLC | 0.17% | Reduce -0.2% | 7,002 | $755K |
| Anson Capital, Inc. | 0.65% | Reduce -85.2% | 6,963 | $751K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,927 | $747K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.2% | 6,919 | $746K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.7% | 6,565 | $708K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 5,918 | $638K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.3% | 5,618 | $606K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -10.2% | 5,493 | $593K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 5,389 | $581K |
| Leigh Baldwin & Co., LLC | 0.42% | Add +0.3% | 4,835 | $522K |
| Integrated Advisors Network LLC | 0.02% | New | 4,292 | $463K |
| Willner & Heller, LLC | 0.40% | Add +15.2% | 3,962 | $427K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -92.6% | 3,936 | $425K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 3,881 | $419K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +104.9% | 3,581 | $386K |
| DHK Financial Advisors, Inc. | 0.21% | Add +0.3% | 3,522 | $380K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $365K |
| Citadel Advisors | 0.00% | New | 3,052 | $329K |
| Avestar Capital, LLC | 0.03% | Reduce -0.0% | 3,022 | $326K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.0% | 2,963 | $320K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.6% | 2,907 | $314K |
| New Insight Wealth Advisors | 0.14% | Add +34.6% | 2,809 | $303K |
| Comerica Bank | 0.00% | Reduce -34.6% | 2,737 | $295K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $275K |
| Bowman & Co S.C. | 0.13% | Add +0.0% | 2,491 | $269K |
| Silver Oak Securities, Incorporated | 0.03% | New | 2,477 | $267K |
| Bank of Montreal | 0.00% | New | 2,418 | $261K |
| Capital Square, LLC | 0.15% | Add +8.2% | 2,311 | $249K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.1% | 2,220 | $239K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,175 | $235K |
| Flaharty Asset Management, LLC | 0.03% | Add +0.3% | 2,152 | $232K |
| United Advisor Group, LLC | 0.05% | No change | 2,107 | $227K |
| HBW Advisory Services LLC | 0.03% | Add +13.4% | 2,032 | $219K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 2,006 | $216K |
| Harbour Investments, Inc. | 0.01% | Add +30.9% | 1,985 | $214K |
| First Financial Corp. | 0.10% | No change | 1,881 | $203K |
| Mariner, LLC | 0.00% | Reduce -6.0% | 1,879 | $203K |
| Allworth Financial LP | 0.00% | No change | 1,245 | $131K |
| Private Trust Co. NA | 0.01% | Add +18.9% | 1,209 | $130K |
| First Command Advisory Services, Inc. | 0.00% | Add +8.6% | 1,130 | $122K |
| Tidemark, LLC | 0.04% | Reduce -5.4% | 990 | $107K |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 930 | $100K |
| Lindbrook Capital, LLC | 0.01% | No change | 900 | $97K |
| Crewe Advisors LLC | 0.01% | Reduce -15.4% | 881 | $95K |
| Arax Advisory Partners | 0.01% | New | 864 | $93K |
| Sunbelt Securities, Inc. | 0.01% | New | 831 | $90K |
"% 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.