Invesco S&P Midcap 400 RevRWKETF
13F holders, Q4 2025 (December 31)128holders +11
15new positions
8sold out
1famous investor
$126.56avg. 13F price*
At the end of Q4 2025, 128 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 11 from Q3 2025. 15 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($118.6M), Ameriprise Financial Inc. ($82.1M) and LPL Financial LLC ($76.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.5M |
| Exits | 8 | $4.7M |
All 13F filers, Q3 2025 → Q4 2025: 357,080 shares bought and 265,317 shares sold, net +91,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Morgan Stanley | 0.01% | Add +7.4% | 938,017 | $118.6M |
| Ameriprise Financial Inc. | 0.02% | Add +12.8% | 649,343 | $82.1M |
| LPL Financial LLC | 0.02% | Add +3.1% | 603,545 | $76.3M |
| Vantagepoint Investment Advisers LLC | 0.55% | Add +4.5% | 540,584 | $68.4M |
| Fusion Family Wealth, LLC | 5.15% | Add +3.5% | 537,524 | $68.0M |
| Wells Fargo & Company | 0.01% | Add +13.4% | 287,714 | $36.4M |
| Bank of America Corp. | 0.00% | Add +10.1% | 278,876 | $35.3M |
| Resonant Capital Advisors, LLC | 1.14% | Add +3.3% | 164,309 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.2% | 132,648 | $16.8M |
| RVW Wealth, LLC | 1.26% | Reduce -4.5% | 130,227 | $16.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.7% | 118,492 | $15.0M |
| UBS Group AG | 0.00% | Reduce -8.7% | 77,103 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -68.8% | 74,852 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 74,600 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.9% | 64,287 | $8.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 61,016 | $7.7M |
| Jones Financial Companies LLLP | 0.00% | Add +26.6% | 52,546 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 50,003 | $6.3M |
| Ipsen Advisor Group LLC | 4.10% | Add +1.1% | 45,595 | $5.8M |
| EverSource Wealth Advisors, LLC | 0.21% | Reduce -1.1% | 44,423 | $5.6M |
| Nwam LLC | 0.31% | Add +4.6% | 41,409 | $5.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.3% | 36,345 | $4.6M |
| Marshall & Sterling Wealth Advisors Inc. | 2.94% | Add +0.2% | 35,229 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -18.3% | 34,938 | $4.4M |
| Cwm, LLC | 0.01% | Add +5.5% | 33,678 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 27,490 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.9% | 27,356 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +1.5% | 27,120 | $3.4M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -0.9% | 25,000 | $3.2M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.8% | 23,543 | $3.0M |
| Bleakley Financial Group, LLC | 0.04% | New | 20,254 | $2.6M |
| Perspective Wealth Advisors LLC | 1.76% | — | 19,581 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -3.6% | 19,357 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +117.7% | 18,055 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 16,318 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -7.4% | 15,930 | $2.0M |
| Western Wealth Management, LLC | 0.09% | Add +1.4% | 15,657 | $2.0M |
| Vantage Financial Partners, LLC | 0.39% | Reduce -1.0% | 15,188 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,395 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 13,297 | $1.7M |
| Klingman & Associates, LLC | 0.08% | No change | 12,954 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Add +10.9% | 12,948 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +76.5% | 12,536 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +7.7% | 12,430 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 11,175 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 10,917 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 10,800 | $1.4M |
| J. Derek Lewis & Associates Inc. | 0.31% | — | 10,529 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -11.3% | 10,078 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 10,039 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -0.3% | 9,989 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 9,289 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.0% | 9,108 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.0% | 7,888 | $998K |
| Prism Advisors, Inc. | 0.25% | Reduce -41.7% | 7,470 | $945K |
| Claro Advisors Inc. | 0.12% | Reduce -0.2% | 7,139 | $903K |
| Marshall Financial Group, LLC | 0.17% | Reduce -0.4% | 6,991 | $884K |
| HighTower Advisors, LLC | 0.00% | Add +40.2% | 6,435 | $814K |
| Investors Research Corp | 0.14% | Reduce -0.6% | 6,158 | $779K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 5,668 | $717K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.8% | 5,488 | $694K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 5,449 | $689K |
| GTS Securities LLC | 0.02% | Add +31.5% | 5,134 | $649K |
| Silver Oak Securities, Incorporated | 0.04% | Add +125.5% | 5,056 | $646K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 5,043 | $638K |
| Anson Capital, Inc. | 0.46% | Reduce -26.2% | 4,989 | $631K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.0% | 4,559 | $576K |
| AQR Capital Management | 0.00% | Add +21.3% | 4,267 | $540K |
| Global Retirement Partners, LLC | 0.01% | Add +137.8% | 4,142 | $524K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,875 | $490K |
| Willner & Heller, LLC | 0.35% | Add +0.3% | 3,826 | $484K |
| Equitable Holdings, Inc. | 0.00% | Add +2.3% | 3,799 | $480K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.4% | 3,406 | $431K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $428K |
| Capital Square, LLC | 0.21% | Add +16.5% | 3,277 | $414K |
| Avestar Capital, LLC | 0.03% | No change | 3,022 | $382K |
| Advisor OS, LLC | 0.03% | No change | 3,000 | $379K |
| Comerica Bank | 0.00% | Add +8.9% | 2,889 | $365K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,827 | $358K |
| Miramontes Capital, LLC | 0.12% | — | 2,710 | $343K |
| IFP Advisors, Inc | 0.01% | Add +1.5% | 2,584 | $327K |
| Harbour Investments, Inc. | 0.01% | Add +1.1% | 2,569 | $325K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -11.5% | 2,553 | $323K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.2% | 2,518 | $318K |
| New Insight Wealth Advisors | 0.11% | No change | 2,422 | $306K |
| Bank of Montreal | 0.00% | No change | 2,418 | $306K |
| Bowman & Co S.C. | 0.13% | Reduce -3.7% | 2,413 | $305K |
| Integrated Advisors Network LLC | 0.01% | Reduce -29.3% | 2,332 | $295K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,316 | $293K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,313 | $293K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,175 | $275K |
| Parallel Advisors, LLC | 0.01% | Add +2.3% | 2,167 | $274K |
| US Bancorp \de | 0.00% | No change | 2,036 | $257K |
| United Advisor Group, LLC | 0.03% | No change | 2,024 | $256K |
| Burke & Herbert Bank & Trust Co. | 0.07% | New | 1,885 | $238K |
| First Financial Corp. | 0.09% | No change | 1,881 | $238K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 1,806 | $228K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.3% | 1,729 | $219K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,700 | $215K |
| FMR LLC | 0.00% | Add +244.5% | 1,409 | $178K |
"% 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.