Invesco S&P Midcap 400 RevRWKETF
13F holders, Q2 2026 (June 30)141holders +2
11new positions
12sold out
2famous investors
$146.26avg. 13F price*
At the end of Q2 2026, 141 institutions reported holding Invesco S&P Midcap 400 Rev (RWK) in their 13F filings, up 2 from Q1 2026. 11 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($150.0M), LPL Financial LLC ($94.0M) and Ameriprise Financial Inc. ($84.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 12 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 174,659 shares bought and 142,959 shares sold, net +31,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Morgan Stanley | 0.01% | Add +6.7% | 1,025,573 | $150.0M |
| LPL Financial LLC | 0.02% | Add +2.7% | 642,574 | $94.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.4% | 575,480 | $84.2M |
| Fusion Family Wealth, LLC | 5.30% | Reduce -1.1% | 545,385 | $79.8M |
| Vantagepoint Investment Advisers LLC | 0.59% | Add +0.3% | 537,216 | $78.6M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 322,875 | $47.2M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 255,166 | $37.3M |
| Bleakley Financial Group, LLC | 0.40% | Add +3.7% | 213,037 | $31.2M |
| Resonant Capital Advisors, LLC | 1.21% | Add +1.0% | 172,713 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 145,721 | $21.3M |
| RVW Wealth, LLC | 1.24% | Add +9.3% | 128,463 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.1% | 127,415 | $18.6M |
| UBS Group AG | 0.00% | Reduce -5.9% | 119,152 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.7% | 95,551 | $14.0M |
| Jones Financial Companies LLLP | 0.00% | Add +22.3% | 82,709 | $12.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 76,802 | $11.2M |
| EverSource Wealth Advisors, LLC | 0.23% | Reduce -0.5% | 47,603 | $7.0M |
| Ipsen Advisor Group LLC | 4.25% | Reduce -2.1% | 45,186 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -11.9% | 41,746 | $6.1M |
| Nwam LLC | 0.29% | Reduce -1.1% | 39,343 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.9% | 39,065 | $5.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 35,265 | $5.2M |
| Marshall & Sterling Wealth Advisors Inc. | 3.03% | Add +3.0% | 34,972 | $5.1M |
| Cetera Investment Advisers | 0.00% | Add +8.8% | 32,777 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 30,677 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +3.0% | 27,964 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.6% | 27,472 | $4.0M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -2.9% | 24,075 | $3.5M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -5.3% | 23,387 | $3.4M |
| Perspective Wealth Advisors LLC | 1.67% | Reduce -0.9% | 20,755 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -16.4% | 19,286 | $2.8M |
| Western Wealth Management, LLC | 0.08% | Add +0.3% | 17,445 | $2.6M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -7.7% | 16,631 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 16,241 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.3% | 15,816 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Reduce -45.3% | 15,175 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,478 | $2.1M |
| Sigma Planning Corp | 0.05% | Reduce -6.1% | 14,259 | $2.1M |
| Klingman & Associates, LLC | 0.08% | Reduce -0.1% | 12,934 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.0% | 12,201 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +41.7% | 12,062 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 11,726 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -10.7% | 11,308 | $1.7M |
| J. Derek Lewis & Associates Inc. | 0.30% | Reduce -0.1% | 10,968 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.0% | 10,616 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 10,014 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.2% | 9,848 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.1% | 9,097 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 8,967 | $1.3M |
| Ancora Advisors LLC | 0.02% | Reduce -12.3% | 8,737 | $1.3M |
| Prism Advisors, Inc. | 0.26% | Reduce -0.8% | 7,263 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,104 | $1.0M |
| Marshall Financial Group, LLC | 0.15% | Add +0.0% | 7,034 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 6,435 | $941K |
| Silver Oak Securities, Incorporated | 0.06% | Add +11.8% | 6,357 | $930K |
| Keystone Financial Services, LLC | 0.55% | Add +286.5% | 6,223 | $910K |
| AQR Capital Management | 0.00% | Add +23.9% | 5,823 | $852K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 5,682 | $831K |
| Claro Advisors Inc. | 0.09% | Reduce -21.7% | 5,605 | $820K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 5,463 | $799K |
| Advisory Services Network, LLC | 0.01% | Add +1.8% | 5,399 | $790K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.4% | 5,110 | $747K |
| Smith, Moore & Co. | 0.05% | Add +0.2% | 5,069 | $741K |
| Citadel Advisors | 0.00% | Reduce -22.8% | 4,878 | $713K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.2% | 4,643 | $679K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.1% | 4,407 | $645K |
| Anson Capital, Inc. | 0.40% | Reduce -16.2% | 4,177 | $611K |
| Investors Research Corp | 0.11% | Reduce -83.7% | 4,099 | $599K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.2% | 3,896 | $570K |
| Willner & Heller, LLC | 0.34% | Add +0.2% | 3,765 | $551K |
| Independent Wealth Network Inc. | 0.14% | Reduce -8.1% | 3,748 | $548K |
| Collaborative Capital Advisors LLC | 0.34% | — | 3,717 | $544K |
| Fiera Capital Corp | 0.00% | No change | 3,384 | $495K |
| BAM Wealth Management, LLC | 0.31% | Add +1.0% | 3,371 | $493K |
| GTS Securities LLC | 0.01% | Reduce -61.5% | 3,360 | $491K |
| Kingsview Wealth Management, LLC | 0.01% | Add +16.5% | 3,304 | $483K |
| Stonebridge Financial Group, LLC | 0.06% | — | 3,095 | $452K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.4% | 3,080 | $450K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.7% | 3,078 | $450K |
| Avestar Capital, LLC | 0.03% | No change | 3,022 | $442K |
| Advisor OS, LLC | 0.03% | No change | 3,000 | $439K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.5% | 2,960 | $433K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 2,849 | $417K |
| Miramontes Capital, LLC | 0.12% | No change | 2,660 | $389K |
| IFP Advisors, Inc | 0.01% | No change | 2,584 | $378K |
| HUB Investment Partners, LLC | 0.01% | New | 2,537 | $371K |
| Colonial River Investments, LLC | 0.11% | Reduce -8.4% | 2,532 | $370K |
| Bank of Montreal | 0.00% | No change | 2,418 | $354K |
| FMR LLC | 0.00% | Reduce -11.5% | 2,261 | $331K |
| New Insight Wealth Advisors | 0.10% | Reduce -4.0% | 2,255 | $330K |
| Integrated Advisors Network LLC | 0.01% | Reduce -1.9% | 2,219 | $325K |
| Guidance Capital, Inc. | 0.07% | New | 2,174 | $324K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,175 | $318K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -14.2% | 2,151 | $315K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.0% | 2,086 | $305K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 2,009 | $294K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.4% | 1,985 | $290K |
| United Advisor Group, LLC | 0.03% | No change | 1,974 | $289K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 1,885 | $276K |
| First Financial Corp. | 0.10% | No change | 1,881 | $275K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 1,856 | $271K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.1% | 1,846 | $270K |
| IHT Wealth Management, LLC | 0.01% | Add +9.0% | 1,782 | $261K |
| Global Retirement Partners, LLC | 0.00% | — | 1,743 | $255K |
| Allworth Financial LP | 0.00% | Add +0.8% | 1,714 | $251K |
| Mascagni Wealth Management, Inc. | 0.15% | New | 1,623 | $237K |
| Essex Financial Services, Inc. | 0.01% | No change | 1,572 | $230K |
| Balboa Wealth Partners | 0.03% | New | 1,541 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.9% | 1,511 | $221K |
| Simplicity Wealth,LLC | 0.01% | New | 1,492 | $218K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,486 | $217K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -29.5% | 1,453 | $213K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,451 | $212K |
| Mariner, LLC | 0.00% | New | 1,394 | $204K |
| Seros Financial, LLC | 0.11% | Reduce -60.7% | 1,391 | $203K |
| Brown Advisory Inc. | 0.00% | New | 1,391 | $203K |
| Private Trust Co. NA | 0.01% | Add +16.9% | 1,189 | $174K |
| Trust Co. of Vermont | 0.01% | — | 921 | $135K |
| Private Wealth Management Group, LLC | 0.03% | No change | 900 | $132K |
| Tidemark, LLC | 0.03% | Add +1.3% | 887 | $130K |
| Crewe Advisors LLC | 0.01% | No change | 881 | $129K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -42.6% | 648 | $95K |
| Citigroup Inc. | 0.00% | Reduce -42.0% | 566 | $83K |
| Institute for Wealth Management, LLC. | 0.01% | New | 525 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.1% | 491 | $72K |
| HM Payson & Co. | 0.00% | No change | 410 | $60K |
| Fiduciary Financial Advisors | 0.01% | New | 352 | $51K |
| Arax Advisory Partners | 0.00% | No change | 337 | $49K |
| Copia Wealth Management | 0.03% | No change | 299 | $44K |
| Cornerstone Planning Group LLC | 0.00% | No change | 184 | $27K |
| AlphaCore Capital LLC | 0.00% | No change | 182 | $27K |
| Financial Life Planners | 0.02% | Add +0.6% | 178 | $26K |
| Key Financial Inc | 0.00% | No change | 168 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 156 | $23K |
| Planning Strategies Inc. | 0.01% | — | 92 | $13K |
| Spire Wealth Management | 0.00% | No change | 86 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -76.3% | 64 | $9K |
| Vanguard Advisers Inc. | 0.00% | No change | 48 | $7K |
| Avion Wealth | 0.00% | No change | 25 | $3K |
| Richardson Capital Management LLC | 0.00% | No change | 16 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -88.2% | 2 | $313 |
"% 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.