Invesco S&P Midcap 400 RevRWKETF
13F holders, Q1 2026 (March 31)139holders +11
22new positions
6sold out
2famous investors
$127.86avg. 13F price*
At the end of Q1 2026, 139 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 11 from Q4 2025. 22 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($123.3M), LPL Financial LLC ($80.2M) and Ameriprise Financial Inc. ($75.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.4M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 526,138 shares bought and 218,283 shares sold, net +307,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Morgan Stanley | 0.01% | Add +2.5% | 961,423 | $123.3M |
| LPL Financial LLC | 0.02% | Add +3.6% | 625,490 | $80.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.2% | 589,766 | $75.6M |
| Fusion Family Wealth, LLC | 5.28% | Add +2.6% | 551,484 | $70.7M |
| Vantagepoint Investment Advisers LLC | 0.58% | Reduce -0.9% | 535,439 | $68.7M |
| Bank of America Corp. | 0.00% | Add +16.9% | 326,143 | $41.8M |
| Wells Fargo & Company | 0.01% | Reduce -8.1% | 264,549 | $33.9M |
| Bleakley Financial Group, LLC | 0.41% | Add +914.2% | 205,423 | $26.3M |
| Resonant Capital Advisors, LLC | 1.15% | Add +4.0% | 170,930 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.6% | 141,406 | $18.1M |
| UBS Group AG | 0.00% | Add +64.2% | 126,627 | $16.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.3% | 122,428 | $15.7M |
| RVW Wealth, LLC | 1.17% | Reduce -9.7% | 117,587 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +17.9% | 87,942 | $11.3M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 74,949 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +28.7% | 67,627 | $8.5M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +7.7% | 47,863 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 47,381 | $6.1M |
| Ipsen Advisor Group LLC | 4.14% | Add +1.2% | 46,159 | $5.9M |
| Nwam LLC | 0.29% | Reduce -3.9% | 39,790 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.5% | 37,600 | $4.9M |
| Cwm, LLC | 0.01% | Add +9.0% | 36,724 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.6% | 36,135 | $4.6M |
| Marshall & Sterling Wealth Advisors Inc. | 2.85% | Reduce -3.6% | 33,967 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 30,137 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.0% | 29,993 | $3.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Add +114.3% | 27,750 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.1% | 27,644 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +0.1% | 27,149 | $3.5M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -0.9% | 24,783 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +4.9% | 24,690 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +27.7% | 23,060 | $3.0M |
| Perspective Wealth Advisors LLC | 1.74% | Add +7.0% | 20,950 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.6M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -7.0% | 18,011 | $2.3M |
| Western Wealth Management, LLC | 0.09% | Add +11.1% | 17,389 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.6% | 16,703 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 16,046 | $2.1M |
| Sigma Planning Corp | 0.05% | Reduce -4.6% | 15,192 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,437 | $1.9M |
| Klingman & Associates, LLC | 0.08% | No change | 12,954 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +1.8% | 12,658 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +10.3% | 12,327 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +14.7% | 11,513 | $1.4M |
| J. Derek Lewis & Associates Inc. | 0.32% | Add +4.3% | 10,985 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.0% | 10,276 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -0.2% | 9,966 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 9,367 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.0% | 9,109 | $1.2M |
| GTS Securities LLC | 0.04% | Add +69.8% | 8,717 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.4% | 8,630 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.9% | 8,530 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -75.6% | 8,512 | $1.1M |
| Investors Research Corp | 0.19% | Add +308.5% | 25,154 | $1.0M |
| Prism Advisors, Inc. | 0.25% | Reduce -1.9% | 7,324 | $939K |
| Claro Advisors Inc. | 0.11% | Add +0.3% | 7,157 | $918K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.3% | 7,104 | $911K |
| Marshall Financial Group, LLC | 0.14% | Add +0.6% | 7,033 | $902K |
| HighTower Advisors, LLC | 0.00% | No change | 6,435 | $825K |
| Citadel Advisors | 0.00% | New | 6,317 | $810K |
| Silver Oak Securities, Incorporated | 0.05% | Add +12.5% | 5,687 | $729K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 5,671 | $727K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 5,538 | $710K |
| Harbour Investments, Inc. | 0.01% | Add +111.6% | 5,437 | $697K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.4% | 5,302 | $680K |
| RFG Advisory, LLC | 0.01% | New | 5,289 | $678K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 5,058 | $649K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.5% | 4,992 | $640K |
| Anson Capital, Inc. | 0.44% | Reduce -0.0% | 4,987 | $640K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,744 | $608K |
| AQR Capital Management | 0.00% | Add +10.1% | 4,699 | $603K |
| Independent Wealth Network Inc. | 0.16% | New | 4,079 | $523K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.3% | 3,887 | $499K |
| Willner & Heller, LLC | 0.36% | Reduce -1.8% | 3,757 | $482K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.0% | 3,724 | $471K |
| Seros Financial, LLC | 0.29% | New | 3,543 | $454K |
| Independent Advisor Alliance | 0.00% | New | 3,406 | $437K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $434K |
| BAM Wealth Management, LLC | 0.32% | New | 3,339 | $428K |
| Avestar Capital, LLC | 0.03% | No change | 3,022 | $388K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.5% | 3,014 | $387K |
| Advisor OS, LLC | 0.03% | No change | 3,000 | $385K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +27.5% | 2,949 | $378K |
| Fifth Third Bancorp | 0.00% | New | 2,942 | $377K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,913 | $374K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 2,835 | $364K |
| Colonial River Investments, LLC | 0.13% | New | 2,764 | $354K |
| Miramontes Capital, LLC | 0.12% | Reduce -1.9% | 2,660 | $341K |
| IFP Advisors, Inc | 0.01% | No change | 2,584 | $331K |
| FMR LLC | 0.00% | Add +81.3% | 2,554 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.5% | 2,506 | $321K |
| Bank of Montreal | 0.00% | No change | 2,418 | $310K |
| New Insight Wealth Advisors | 0.11% | Reduce -3.1% | 2,348 | $301K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.2% | 2,320 | $298K |
| Integrated Advisors Network LLC | 0.02% | Reduce -3.0% | 2,261 | $290K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,175 | $279K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.7% | 2,151 | $276K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -19.2% | 2,062 | $265K |
| US Bancorp \de | 0.00% | Add +0.5% | 2,047 | $263K |
| United Advisor Group, LLC | 0.03% | Reduce -2.5% | 1,974 | $253K |
"% 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.