Invesco S&P Midcap 400 RevRWKETF
13F holders, Q3 2025 (September 30)117holders −3
12new positions
13sold out
1famous investor
$125.03avg. 13F price*
At the end of Q3 2025, 117 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, down 3 from Q2 2025. 12 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($109.2M), LPL Financial LLC ($73.2M) and Ameriprise Financial Inc. ($72.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $71.7M |
| Exits | 13 | $7.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,254,256 shares bought and 293,672 shares sold, net +960,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.01% | Add +1.3% | 873,254 | $109.2M |
| LPL Financial LLC | 0.02% | Reduce -1.8% | 585,271 | $73.2M |
| Ameriprise Financial Inc. | 0.02% | Add +455.6% | 575,707 | $72.0M |
| Fusion Family Wealth, LLC | 4.86% | Reduce -0.5% | 519,371 | $64.9M |
| Vantagepoint Investment Advisers LLC | 0.53% | New | 517,325 | $64.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.4% | 253,610 | $31.7M |
| Bank of America Corp. | 0.00% | Add +44.4% | 253,339 | $31.7M |
| Osaic Holdings, Inc. | 0.04% | Add +0.1% | 240,151 | $30.2M |
| Resonant Capital Advisors, LLC | 1.16% | Reduce -1.6% | 159,095 | $19.9M |
| RVW Wealth, LLC | 1.33% | Reduce -0.8% | 136,439 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 129,802 | $16.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.8% | 120,500 | $15.1M |
| UBS Group AG | 0.00% | Add +4.8% | 84,443 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.4% | 74,238 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.3% | 66,881 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 65,171 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.6% | 50,045 | $6.3M |
| Ipsen Advisor Group LLC | 4.06% | Add +0.9% | 45,109 | $5.6M |
| EverSource Wealth Advisors, LLC | 0.22% | New | 44,928 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +3.6% | 42,767 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 41,491 | $5.2M |
| Nwam LLC | 0.27% | Add +1.7% | 39,595 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.1% | 37,593 | $4.7M |
| Marshall & Sterling Wealth Advisors Inc. | 2.81% | Add +0.2% | 35,170 | $4.4M |
| Cwm, LLC | 0.01% | Add +10333.0% | 31,925 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +200.0% | 30,000 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +3.1% | 26,725 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.2% | 26,578 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +20.8% | 26,204 | $3.3M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.0% | 25,223 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -4.1% | 23,969 | $3.0M |
| Geneos Wealth Management Inc. | 0.06% | Add +4.3% | 20,082 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +166.4% | 19,340 | $2.4M |
| Sigma Planning Corp | 0.06% | Reduce -12.0% | 17,199 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 16,652 | $2.1M |
| Western Wealth Management, LLC | 0.10% | Add +0.9% | 15,433 | $1.9M |
| Vantage Financial Partners, LLC | 0.40% | Reduce -16.2% | 15,335 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,357 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.9% | 13,173 | $1.6M |
| Klingman & Associates, LLC | 0.08% | No change | 12,954 | $1.6M |
| Prism Advisors, Inc. | 0.43% | Reduce -90.6% | 12,822 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +14.4% | 11,672 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +5.3% | 11,540 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -52.7% | 11,366 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.5% | 10,773 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +7.9% | 10,697 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 10,303 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -0.7% | 10,021 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 9,171 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +1.3% | 9,109 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 8,293 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.4% | 7,587 | $948K |
| Claro Advisors Inc. | 0.13% | Reduce -0.1% | 7,156 | $895K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $888K |
| Marshall Financial Group, LLC | 0.17% | Add +0.1% | 7,020 | $878K |
| Anson Capital, Inc. | 0.63% | Add +0.1% | 6,760 | $845K |
| Investors Research Corp | 0.14% | Reduce -61.7% | 6,195 | $774K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.9% | 5,949 | $744K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.3% | 5,654 | $707K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -52.4% | 5,601 | $700K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 5,029 | $629K |
| Leigh Baldwin & Co., LLC | 0.34% | Add +0.3% | 4,869 | $609K |
| HighTower Advisors, LLC | 0.00% | Add +21.9% | 4,590 | $574K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.0% | 4,342 | $543K |
| GTS Securities LLC | 0.02% | Reduce -34.6% | 3,905 | $488K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,875 | $484K |
| Willner & Heller, LLC | 0.37% | Reduce -4.8% | 3,816 | $477K |
| Equitable Holdings, Inc. | 0.00% | Add +28.3% | 3,712 | $464K |
| AQR Capital Management | 0.00% | New | 3,517 | $440K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $423K |
| Integrated Advisors Network LLC | 0.02% | Reduce -36.6% | 3,297 | $412K |
| Avestar Capital, LLC | 0.03% | No change | 3,022 | $378K |
| Advisor OS, LLC | 0.03% | No change | 3,000 | $375K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -12.1% | 2,886 | $361K |
| Capital Square, LLC | 0.18% | Add +16.8% | 2,813 | $352K |
| Comerica Bank | 0.00% | Reduce -3.4% | 2,653 | $332K |
| IFP Advisors, Inc | 0.01% | No change | 2,546 | $318K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 2,540 | $318K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.3% | 2,514 | $314K |
| Bowman & Co S.C. | 0.13% | Add +0.2% | 2,506 | $313K |
| New Insight Wealth Advisors | 0.11% | No change | 2,422 | $303K |
| Bank of Montreal | 0.00% | No change | 2,418 | $302K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.4% | 2,242 | $280K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $272K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.7% | 2,119 | $265K |
| US Bancorp \de | 0.00% | Reduce -75.4% | 2,036 | $255K |
| United Advisor Group, LLC | 0.03% | Reduce -3.9% | 2,024 | $253K |
| First Financial Corp. | 0.09% | No change | 1,881 | $235K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 1,806 | $226K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,742 | $218K |
| Wedbush Securities Inc. | 0.01% | No change | 1,734 | $217K |
| Allworth Financial LP | 0.00% | Add +36.5% | 1,699 | $212K |
| Essex Financial Services, Inc. | 0.01% | New | 1,638 | $205K |
| Private Trust Co. NA | 0.01% | No change | 1,209 | $151K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,130 | $141K |
| Tidemark, LLC | 0.03% | Add +0.1% | 922 | $115K |
| Trust Co. of Vermont | 0.01% | Reduce -8.2% | 921 | $115K |
| Crewe Advisors LLC | 0.01% | No change | 881 | $110K |
| Sunbelt Securities, Inc. | 0.01% | New | 874 | $109K |
| MAI Capital Management | 0.00% | New | 695 | $87K |
"% 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.