INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV is a security (CUSIP 46138G672) tracked across SEC portfolio filings. 144 institutional managers reported $746.2M on Form 13F as of 2026-06-30.
Showing 15 of 144 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $123.3M | 961,423 |
| LPL Financial LLC | FORT MILL, SC | $94.0M | 642,574 |
| Fusion Family Wealth, LLC | WOODBURY, NY | $79.8M | 545,385 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $78.6M | 537,216 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $41.8M | 326,143 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $33.9M | 264,549 |
| Bleakley Financial Group, LLC | PARSIPPANY, NJ | $31.2M | 213,037 |
| Resonant Capital Advisors, LLC | Madison, WI | $25.3M | 172,713 |
| RVW Wealth, LLC | LOS ANGELES, CA | $18.8M | 128,463 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $18.1M | 141,406 |
| UBS Group AG | Zurich, V8 | $16.2M | 126,627 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $15.7M | 122,428 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $14.0M | 95,551 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $9.6M | 74,949 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $8.5M | 67,627 |