CUSIP: 46137V217
Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P MDCP400 PR
-
Total 13F shares
-
1,805,364
-
Share change
-
-132,392
-
Total reported value
-
$94,884,590
-
Price per share
-
$52.44
-
Number of holders
-
107
-
Value change
-
-$6,845,383
-
Number of buys
-
34
-
Number of sells
-
42
Security key
46137V217
Report period
Q4 2025
Institutions
107
Top holders
10
Reporting periods
Holder history for CUSIP 46137V217
Recent filing periods:
Top shareholders of RFG - INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,805,364 shares.
The largest 10 holders included
MORGAN STANLEY, New England Private Wealth Advisors LLC, LPL Financial LLC, COLDSTREAM CAPITAL MANAGEMENT INC, Twelve Points Wealth Management LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, Compton Wealth Advisory Group, LLC, Ameritas Advisory Services, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
107
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q4 2025 vs Q3 2025 Across Filers
| Investor |
Q3 2025 Shares |
Q4 2025 Shares |
Share Diff |
Share Chg % |
Q3 2025 Value $ |
Q4 2025 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.