Invesco S&P Midcap 400 RevRWKETF
13F holders, Q2 2025 (June 30)120holders +3
12new positions
8sold out
1famous investor
$116.99avg. 13F price*
At the end of Q2 2025, 120 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 3 from Q1 2025. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($100.7M), LPL Financial LLC ($69.7M) and Fusion Family Wealth, LLC ($61.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.2M |
| Exits | 8 | $594K |
All 13F filers, Q1 2025 → Q2 2025: 155,672 shares bought and 287,896 shares sold, net −132,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Morgan Stanley | 0.01% | Add +1.9% | 861,760 | $100.7M |
| LPL Financial LLC | 0.02% | Reduce -5.3% | 596,040 | $69.7M |
| Fusion Family Wealth, LLC | 5.16% | Reduce -0.1% | 522,140 | $61.0M |
| Wells Fargo & Company | 0.01% | Reduce -16.4% | 273,808 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.8% | 239,907 | $28.0M |
| Bank of America Corp. | 0.00% | Add +2.7% | 175,505 | $20.5M |
| Resonant Capital Advisors, LLC | 1.21% | Reduce -0.5% | 161,746 | $18.9M |
| RVW Wealth, LLC | 1.36% | Reduce -0.2% | 137,479 | $16.1M |
| Prism Advisors, Inc. | 4.54% | Reduce -25.6% | 136,402 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 126,366 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.5% | 116,051 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.6% | 103,626 | $12.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.9% | 89,839 | $10.5M |
| UBS Group AG | 0.00% | Reduce -16.4% | 80,591 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.4% | 64,749 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 66,512 | $7.8M |
| Eagle Strategies LLC | 0.83% | Add +2.8% | 46,682 | $5.5M |
| Ipsen Advisor Group LLC | 3.98% | Add +4.8% | 44,691 | $5.2M |
| MML Investors Services, LLC | 0.01% | Add +60.7% | 41,298 | $4.8M |
| Nwam LLC | 0.27% | Add +89.1% | 38,949 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -44.5% | 39,618 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.0% | 36,896 | $4.3M |
| Marshall & Sterling Wealth Advisors Inc. | 2.77% | Reduce -0.6% | 35,113 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 32,902 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.3% | 26,629 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -6.8% | 25,931 | $3.0M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -2.7% | 25,472 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -4.4% | 24,999 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.7% | 24,026 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 21,694 | $2.5M |
| Sigma Planning Corp | 0.07% | Reduce -4.1% | 19,543 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +49.5% | 19,247 | $2.2M |
| Vantage Financial Partners, LLC | 0.49% | Add +9.8% | 18,291 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 16,979 | $2.0M |
| Investors Research Corp | 0.37% | Reduce -0.7% | 16,156 | $1.9M |
| Western Wealth Management, LLC | 0.11% | Add +1.2% | 15,292 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 14,318 | $1.7M |
| Klingman & Associates, LLC | 0.08% | No change | 12,954 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +12.9% | 11,909 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 11,758 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -11.7% | 10,959 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 10,631 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +22.3% | 10,202 | $1.2M |
| Ancora Advisors LLC | 0.02% | Reduce -10.0% | 10,088 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | New | 10,000 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +2.5% | 9,914 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.2% | 9,216 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 9,121 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.0% | 8,993 | $1.1M |
| US Bancorp \de | 0.00% | Add +5.1% | 8,270 | $967K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.5% | 7,795 | $911K |
| Susquehanna International Group, LLP | 0.00% | New | 7,259 | $849K |
| Marshall Financial Group, LLC | 0.17% | Add +0.2% | 7,014 | $846K |
| Claro Advisors Inc. | 0.14% | Reduce -0.1% | 7,162 | $837K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 7,104 | $830K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 7,064 | $826K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.7% | 6,941 | $811K |
| Anson Capital, Inc. | 0.64% | Reduce -3.0% | 6,752 | $789K |
| Advisory Services Network, LLC | 0.01% | Add +4.6% | 6,192 | $739K |
| GTS Securities LLC | 0.03% | Reduce -39.3% | 5,969 | $698K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 5,639 | $659K |
| Integrated Advisors Network LLC | 0.03% | Add +21.1% | 5,197 | $607K |
| Smith, Moore & Co. | 0.05% | Reduce -7.0% | 5,014 | $586K |
| Leigh Baldwin & Co., LLC | 0.37% | Add +0.4% | 4,855 | $568K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -17.6% | 4,524 | $529K |
| Willner & Heller, LLC | 0.39% | Add +1.2% | 4,010 | $469K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +9.3% | 3,913 | $457K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 3,764 | $440K |
| Citadel Advisors | 0.00% | Add +19.7% | 3,653 | $427K |
| DHK Financial Advisors, Inc. | 0.24% | Add +0.4% | 3,536 | $413K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $396K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -16.6% | 3,283 | $384K |
| Avestar Capital, LLC | 0.03% | No change | 3,022 | $353K |
| Advisor OS, LLC | 0.03% | New | 3,000 | $351K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.5% | 2,893 | $338K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.3% | 2,865 | $335K |
| Comerica Bank | 0.00% | Add +0.3% | 2,745 | $321K |
| Jane Street Group, LLC | 0.00% | Reduce -72.5% | 2,694 | $315K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $298K |
| Harbour Investments, Inc. | 0.01% | Add +27.6% | 2,532 | $296K |
| Capital Square, LLC | 0.16% | Add +4.2% | 2,409 | $295K |
| Bowman & Co S.C. | 0.13% | Add +0.4% | 2,500 | $292K |
| New Insight Wealth Advisors | 0.12% | Reduce -13.8% | 2,422 | $283K |
| Bank of Montreal | 0.00% | No change | 2,418 | $283K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.3% | 2,395 | $280K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 2,223 | $260K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $254K |
| United Advisor Group, LLC | 0.04% | No change | 2,107 | $246K |
| Flaharty Asset Management, LLC | 0.03% | Reduce -6.3% | 2,017 | $236K |
| Two Sigma Securities, LLC | 0.03% | New | 1,957 | $229K |
| First Financial Corp. | 0.10% | No change | 1,881 | $220K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -10.0% | 1,806 | $211K |
| Focus Partners Wealth | 0.00% | New | 1,796 | $210K |
| Global Retirement Partners, LLC | 0.01% | — | 1,740 | $203K |
| Wedbush Securities Inc. | 0.01% | New | 1,734 | $203K |
| Allworth Financial LP | 0.00% | No change | 1,245 | $146K |
| Private Trust Co. NA | 0.01% | No change | 1,209 | $141K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,130 | $132K |
| Trust Co. of Vermont | 0.01% | New | 1,003 | $117K |
| Tidemark, LLC | 0.03% | Reduce -7.0% | 921 | $108K |
"% 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.