Invesco S&P MidCap 400 Pure Value ETF (RFV) Institutional Ownership

$150.21 +1.83 (+1.23%)

Closing price 09/11/2026 04:10 PM Eastern

Extended Trading

$150.08 -0.13 (-0.09%)

As of 09/11/2026 04:15 PM Eastern

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Number of Institutional Buyers (last 12 months): 43
Total Institutional Inflows (last 12 months): $39.03M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $12.49M

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RFV Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 Pure Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	NewEdge Advisors LLC	439	$63K	0.0%	-43.0%	0.020%
9/2/2026	Citadel Advisors LLC	7,243	$1.04M	0.0%	+37.7%	0.323%
8/24/2026	Carlson Financial Inc.	1,461	$209K	0.1%	N/A	0.065%
7/9/2026	Focus Financial Network Inc.	5,516	$788K	0.0%	N/A	0.245%
7/7/2026	CoreCap Advisors LLC	2,281	$326K	0.0%	+3.5%	0.101%
6/3/2026	Parallel Advisors LLC	572	$74K	0.0%	-12.0%	0.025%
5/19/2026	Bank of America Corp DE	27,634	$3.59M	0.0%	-35.9%	1.223%
5/18/2026	Royal Bank of Canada	71,480	$9.29M	0.0%	+15.2%	3.163%
5/13/2026	Cetera Investment Advisers	36,512	$4.75M	0.0%	-2.1%	1.616%
5/7/2026	Parallel Advisors LLC	572	$74K	0.0%	-12.0%	0.025%
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5/6/2026	Independent Financial Group LLC	2,265	$294K	0.0%	N/A	0.100%
5/5/2026	Geneos Wealth Management Inc.	4,683	$609K	0.0%	+159.3%	0.207%
5/5/2026	Sanctuary Advisors LLC	48,385	$6.29M	0.0%	-2.6%	2.141%
4/30/2026	Kestra Advisory Services LLC	9,659	$1.26M	0.0%	+3.7%	0.427%
4/29/2026	Unified Investment Management	4,064	$528K	0.5%	+10.2%	0.180%
4/27/2026	Kelman Lazarov Inc.	2,400	$312K	0.0%	N/A	0.107%
4/27/2026	Private Advisor Group LLC	3,604	$468K	0.0%	-5.4%	0.160%
3/17/2026	Rockefeller Capital Management L.P.	1,237	$158K	0.0%	-14.3%	0.053%
2/18/2026	BNB Wealth Management LLC	10,963	$1.40M	0.9%	N/A	0.473%
2/17/2026	Cetera Investment Advisers	37,292	$4.77M	0.0%	+8.4%	1.607%
2/17/2026	Osaic Holdings Inc.	13,773	$1.76M	0.0%	-28.8%	0.594%
2/17/2026	Advisory Services Network LLC	7,486	$957K	0.0%	+6.4%	0.323%
2/17/2026	Royal Bank of Canada	62,037	$7.93M	0.0%	+19.5%	2.674%
2/16/2026	MML Investors Services LLC	11,440	$1.46M	0.0%	+15.0%	0.493%
2/13/2026	Kestra Advisory Services LLC	9,314	$1.19M	0.0%	+100.5%	0.401%
2/13/2026	Greenline Wealth Management LLC	4,081	$522K	0.5%	N/A	0.176%
2/13/2026	Arkadios Wealth Advisors	3,907	$499K	0.0%	+5.1%	0.168%
2/13/2026	Golden State Wealth Management LLC	797	$102K	0.0%	+5,592.9%	0.034%
2/13/2026	Wells Fargo & Company MN	15,602	$1.99M	0.0%	+82.4%	0.673%
2/12/2026	Commonwealth Equity Services LLC	37,557	$4.80M	0.0%	-47.1%	1.619%
2/11/2026	Focus Partners Advisor Solutions LLC	12,095	$1.55M	0.0%	-43.9%	0.521%
2/11/2026	LPL Financial LLC	169,208	$21.63M	0.0%	+97.2%	7.293%
2/10/2026	Goldman Sachs Group Inc.	4,395	$562K	0.0%	-56.9%	0.189%
2/10/2026	Northwestern Mutual Wealth Management Co.	3,634	$464K	0.0%	+23.4%	0.157%
2/9/2026	Kingsview Wealth Management LLC	19,277	$2.46M	0.0%	+7.4%	0.831%
2/9/2026	Unified Investment Management	3,688	$471K	0.5%	+3.7%	0.159%
2/9/2026	Harbour Investments Inc.	4,876	$623K	0.0%	-7.8%	0.210%
1/30/2026	Dale Q Rice Investment Management Ltd	2,882	$368K	0.3%	-11.8%	0.124%
1/30/2026	Strategic Blueprint LLC	7,192	$919K	0.1%	+20.2%	0.310%
1/29/2026	Sanctuary Advisors LLC	49,694	$6.35M	0.0%	+2.9%	2.142%
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1/28/2026	Geneos Wealth Management Inc.	1,806	$231K	0.0%	+1,841.9%	0.078%
1/28/2026	Fischer Investment Strategies LLC	2,348	$300K	0.2%	N/A	0.101%
1/26/2026	Merit Financial Group LLC	29,395	$3.76M	0.0%	N/A	1.267%
1/23/2026	Axiom Financial Strategies LLC	5,858	$749K	0.3%	+2.5%	0.254%
1/23/2026	Twelve Points Wealth Management LLC	4,210	$565K	0.1%	-6.0%	0.182%
1/22/2026	Vista Investment Partners II LLC	2,613	$334K	0.1%	-12.7%	0.113%
1/21/2026	Flagship Harbor Advisors LLC	1,323	$169K	0.0%	N/A	0.057%
1/20/2026	Stratos Wealth Partners LTD.	4,945	$632K	0.0%	+3.0%	0.214%
1/20/2026	Stratos Wealth Advisors LLC	79,420	$10.15M	0.5%	+3.4%	3.438%
1/15/2026	Saxony Capital Management LLC	5,313	$679K	0.4%	+130.6%	0.230%
1/13/2026	CoreCap Advisors LLC	2,133	$273K	0.0%	+62.7%	0.092%
1/13/2026	Cadent Capital Advisors LLC	7,099	$907K	0.2%	-7.9%	0.307%
1/7/2026	Sagespring Wealth Partners LLC	1,746	$223K	0.0%	-87.8%	0.076%
12/2/2025	IFP Advisors Inc	1,072	$137K	0.0%	+71.0%	0.049%
11/18/2025	Advisory Services Network LLC	7,038	$903K	0.0%	+5.3%	0.320%
11/17/2025	NewEdge Advisors LLC	817	$105K	0.0%	+174.2%	0.037%
11/17/2025	Susquehanna International Group LLP	1,980	$254K	0.0%	-72.6%	0.090%
11/17/2025	Northwestern Mutual Wealth Management Co.	2,946	$378K	0.0%	+6.2%	0.134%
11/17/2025	Axiom Financial Strategies LLC	5,716	$733K	0.3%	N/A	0.260%
11/17/2025	Bank of America Corp DE	41,265	$5.29M	0.0%	+4.9%	1.876%
11/17/2025	Ameriprise Financial Inc.	9,288	$1.19M	0.0%	+20.6%	0.422%
11/14/2025	Raymond James Financial Inc.	50,118	$6.43M	0.0%	+56.4%	2.278%
11/13/2025	Private Advisor Group LLC	3,911	$502K	0.0%	-5.0%	0.178%
11/12/2025	Focus Partners Advisor Solutions LLC	21,561	$2.72M	0.0%	+69.3%	0.980%
11/12/2025	Kingsview Wealth Management LLC	17,944	$2.30M	0.0%	+362.0%	0.816%
11/10/2025	Thoroughbred Financial Services LLC	2,369	$304K	0.0%	-7.7%	0.108%
11/6/2025	Stratos Wealth Partners LTD.	4,801	$616K	0.0%	+21.8%	0.218%
11/6/2025	Stratos Wealth Advisors LLC	76,773	$9.85M	0.5%	+12.5%	3.490%
11/6/2025	Prospera Financial Services Inc	1,685	$216K	0.0%	N/A	0.077%
11/5/2025	Envestnet Asset Management Inc.	11,985	$1.54M	0.0%	+6.0%	0.545%
11/4/2025	Jones Financial Companies Lllp	8,242	$1.07M	0.0%	+124.8%	0.375%
10/31/2025	Sagespring Wealth Partners LLC	14,361	$1.84M	0.0%	N/A	0.653%
10/29/2025	Vista Investment Partners II LLC	2,993	$384K	0.2%	N/A	0.136%
10/28/2025	Running Point Capital Advisors LLC	4,752	$610K	0.2%	-3.2%	0.216%
10/27/2025	Stephens Inc. AR	1,600	$205K	0.0%	N/A	0.073%
10/27/2025	Unified Investment Management	3,557	$456K	0.5%	+61.1%	0.162%
10/23/2025	Strategic Blueprint LLC	5,985	$768K	0.0%	N/A	0.272%
10/22/2025	CoreCap Advisors LLC	1,311	$168K	0.0%	+15.7%	0.060%
10/22/2025	Twelve Points Wealth Management LLC	4,480	$575K	0.1%	-13.6%	0.204%
10/22/2025	Commonwealth Equity Services LLC	70,981	$9.11M	0.0%	-4.5%	3.226%
10/21/2025	Saxony Capital Management LLC	2,304	$296K	0.2%	N/A	0.105%
10/15/2025	Cadent Capital Advisors LLC	7,710	$989K	0.3%	N/A	0.352%
10/15/2025	Dale Q Rice Investment Management Ltd	3,266	$414K	0.3%	-3.6%	0.149%
9/4/2025	Osaic Holdings Inc.	18,989	$2.30M	0.0%	-6.3%	0.909%
8/19/2025	Advisory Services Network LLC	6,683	$821K	0.0%	+35.3%	0.320%
8/15/2025	MML Investors Services LLC	7,773	$940K	0.0%	-40.5%	0.372%
8/15/2025	Bank of America Corp DE	39,356	$4.76M	0.0%	-1.8%	1.883%
8/15/2025	Ameriprise Financial Inc.	7,699	$931K	0.0%	-26.9%	0.368%
8/14/2025	Raymond James Financial Inc.	32,035	$3.87M	0.0%	-15.1%	1.533%
8/14/2025	NewEdge Advisors LLC	298	$36K	0.0%	-33.9%	0.014%
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8/13/2025	Northwestern Mutual Wealth Management Co.	2,774	$335K	0.0%	+1,014.1%	0.133%
8/12/2025	J.W. Cole Advisors Inc.	2,937	$355K	0.0%	-3.1%	0.141%
8/8/2025	Avantax Advisory Services Inc.	16,129	$1.95M	0.0%	-1.4%	0.775%
8/8/2025	Cetera Investment Advisers	17,720	$2.14M	0.0%	+408.0%	0.852%
8/8/2025	Creative Planning	3,764	$455K	0.0%	+4.7%	0.181%
8/1/2025	Reliant Investment Partners LLC	2,265	$274K	0.2%	-8.6%	0.109%
8/1/2025	Envestnet Asset Management Inc.	11,310	$1.37M	0.0%	-25.0%	0.544%
7/31/2025	Focus Partners Advisor Solutions LLC	12,736	$1.54M	0.0%	-0.9%	0.612%
7/29/2025	Signature Estate & Investment Advisors LLC	1,714	$207K	0.0%	N/A	0.082%
7/29/2025	Huntleigh Advisors Inc.	2,402	$290K	0.1%	-16.6%	0.115%

RFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Pure Value ETF. The most heavily invested institutionals were LPL Financial LLC ($21.63M), Stratos Wealth Advisors LLC ($10.15M), Royal Bank of Canada ($9.29M), Raymond James & Associates ($7.22M), Raymond James Financial Inc. ($6.43M), Sanctuary Advisors LLC ($6.29M), and Commonwealth Equity Services LLC ($4.80M).Learn more on Invesco S&P MidCap 400 Pure Value ETF's institutional investors.

Of the 67 institutional investors that purchased Invesco S&P MidCap 400 Pure Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($98.53K), LPL Financial LLC ($87.45K), Merit Financial Group LLC ($29.40K), Stratos Wealth Advisors LLC ($25.59K), Royal Bank of Canada ($24.20K), Kingsview Wealth Management LLC ($19.16K), and Cetera Investment Advisers ($17.56K).

Institutional investors have bought a total of 303,618 shares in the last 24 months. This purchase volume represents approximately $39.03M in transactions.

Of the 20 institutional investors that sold Invesco S&P MidCap 400 Pure Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($36.79K), Bank of America Corp DE ($15.45K), Sagespring Wealth Partners LLC ($12.62K), Focus Partners Advisor Solutions LLC ($9.47K), Goldman Sachs Group Inc. ($5.79K), Osaic Holdings Inc. ($5.58K), and Susquehanna International Group LLP ($5.24K).

Institutional investors have sold a total of 97,364 shares in the last 24 months. This volume of shares sold represents approximately $12.49M in transactions.

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Institutional ownership data for NYSEARCA:RFV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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Invesco S&P MidCap 400 Pure Value ETF (RFV) Institutional Ownership

RFV Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 Pure Value ETF Major Shareholders & Ownership History

RFV Institutional Ownership - Frequently Asked Questions

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Invesco S&P MidCap 400 Pure Value ETF (RFV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap 400 Pure Value ETF (NYSEARCA:RFV)

RFV Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 Pure Value ETF Major Shareholders & Ownership History

RFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFV shares?

Which institutional investors have been buying Invesco S&P MidCap 400 Pure Value ETF's stock?

How much institutional buying is happening at Invesco S&P MidCap 400 Pure Value ETF?

Which of Invesco S&P MidCap 400 Pure Value ETF's major shareholders have been selling company stock?

How much institutional selling is happening at Invesco S&P MidCap 400 Pure Value ETF?

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