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

$117.75

+1.90 (+1.64%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $67.66M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $12.27M

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RFV Institutional Buying and Selling by Quarter

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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
7/26/2024	Cambridge Investment Research Advisors Inc.	25,627	$2.86M	0.0%	-20.1%	0.946%
7/25/2024	Systelligence LLC	78,995	$8.83M	2.3%	+0.2%	2.915%
7/23/2024	Concourse Financial Group Securities Inc.	4,898	$547K	0.0%	+5.5%	0.181%
7/22/2024	Focus Financial Network Inc.	7,570	$886K	0.0%	-4.9%	0.279%
7/19/2024	Raymond James & Associates	90,022	$10.06M	0.0%	+10.7%	3.322%
7/19/2024	Well Done LLC	4,290	$479K	0.1%	-6.0%	0.158%
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7/15/2024	Fifth Third Securities Inc.	18,198	$2.03M	0.2%	N/A	0.672%
7/12/2024	Twelve Points Wealth Management LLC	12,360	$1.38M	0.5%	+2.4%	0.456%
7/10/2024	CWM LLC	386	$43K	0.0%	-45.9%	0.014%
5/24/2024	Cetera Advisors LLC	2,864	$342K	0.0%	+32.8%	0.106%
5/14/2024	CreativeOne Wealth LLC	3,432	$409K	0.0%	N/A	0.127%
5/8/2024	Avantax Advisory Services Inc.	46,110	$5.50M	0.0%	N/A	1.701%
5/7/2024	Capital Square LLC	11,019	$1.31M	0.9%	N/A	0.407%
5/6/2024	VitalStone Financial LLC	895	$107K	0.1%	-48.8%	0.033%
5/4/2024	9258 Wealth Management LLC	2,819	$336K	0.1%	N/A	0.104%
5/1/2024	Concourse Financial Group Securities Inc.	4,642	$554K	0.0%	-24.9%	0.171%
4/30/2024	Private Advisor Group LLC	21,035	$2.51M	0.0%	+5.7%	0.776%
4/29/2024	Commonwealth Equity Services LLC	59,816	$7.14M	0.0%	+3.3%	2.207%
4/25/2024	Cambridge Investment Research Advisors Inc.	32,070	$3.83M	0.0%	+10.4%	1.183%
4/23/2024	Raymond James Financial Services Advisors Inc.	73,751	$8.80M	0.0%	-34.1%	2.721%
4/22/2024	Raymond James & Associates	81,330	$9.70M	0.0%	+1,754.7%	3.001%
4/19/2024	ZRC Wealth Management LLC	2,550	$304K	0.2%	-13.6%	0.094%
4/12/2024	Systelligence LLC	78,835	$9.40M	2.5%	+2.6%	3.205%
2/14/2024	VitalStone Financial LLC	1,749	$204K	0.2%	N/A	0.071%
2/12/2024	Fischer Investment Strategies LLC	131,069	$15.26M	11.5%	+17.5%	5.328%
2/12/2024	Focus Financial Network Inc. ADV	21,958	$2.56M	0.1%	N/A	0.893%
2/9/2024	Advisory Services Network LLC	2,980	$347K	0.0%	-24.8%	0.121%
2/9/2024	Cambridge Investment Research Advisors Inc.	29,061	$3.38M	0.0%	-20.5%	1.181%
2/8/2024	Level Four Advisory Services LLC	2,270	$264K	0.0%	N/A	0.092%
2/7/2024	Concourse Financial Group Securities Inc.	6,177	$719K	0.1%	+1.8%	0.251%
2/6/2024	Private Advisor Group LLC	19,902	$2.32M	0.0%	-3.6%	0.809%
2/6/2024	Essex Financial Services Inc.	3,266	$380K	0.0%	N/A	0.133%
2/1/2024	PSI Advisors LLC	1,203	$140K	0.1%	-17.7%	0.049%
1/31/2024	Greenleaf Trust	1,825	$212K	0.0%	N/A	0.074%
1/26/2024	Custom Index Systems LLC	14,627	$1.70M	1.1%	N/A	0.595%
1/25/2024	International Assets Investment Management LLC	11,843	$1.38M	0.0%	N/A	0.481%
1/24/2024	Stratos Wealth Partners LTD.	4,557	$531K	0.0%	-19.9%	0.185%
1/24/2024	Stratos Wealth Advisors LLC	47,272	$5.50M	0.3%	-0.4%	1.922%
1/24/2024	International Assets Investment Management LLC	11,843	$1.38M	0.0%	N/A	0.481%
1/19/2024	Synergy Asset Management LLC	35,766	$4.16M	0.7%	N/A	1.454%
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1/17/2024	Bridge Advisory LLC	1,997	$233K	0.1%	-56.7%	0.081%
1/17/2024	ZRC Wealth Management LLC	2,950	$343K	0.2%	N/A	0.120%
1/16/2024	Raymond James Financial Services Advisors Inc.	111,946	$13.03M	0.0%	+0.3%	4.551%
1/12/2024	Twelve Points Wealth Management LLC	12,059	$1.40M	0.7%	+5.8%	0.490%
1/12/2024	Redhawk Wealth Advisors Inc.	36,303	$4.23M	0.8%	N/A	1.476%
1/10/2024	Creative Financial Designs Inc. ADV	496	$58K	0.0%	N/A	0.020%
1/9/2024	Purus Wealth Management LLC	1,804	$210K	0.1%	N/A	0.073%
1/8/2024	Systelligence LLC	76,812	$8.94M	2.4%	-8.0%	3.122%
11/16/2023	Harbour Investments Inc.	4,173	$411K	0.0%	+106.0%	0.170%
11/13/2023	Stifel Financial Corp	20,720	$2.04M	0.0%	+0.6%	0.842%
11/13/2023	LPL Financial LLC	87,586	$8.63M	0.0%	-16.0%	3.560%
11/9/2023	Fischer Investment Strategies LLC	111,559	$10.99M	11.2%	-5.3%	4.535%
11/3/2023	Private Advisor Group LLC	20,650	$2.03M	0.0%	N/A	0.839%
10/24/2023	Stratos Wealth Advisors LLC	47,455	$4.68M	0.3%	+4.3%	1.929%
10/24/2023	Stratos Wealth Partners LTD.	5,687	$560K	0.0%	-4.1%	0.231%
10/24/2023	Raymond James Financial Services Advisors Inc.	111,623	$11.00M	0.0%	+974.0%	4.538%
10/24/2023	Cambridge Investment Research Advisors Inc.	36,564	$3.60M	0.0%	+22.1%	1.486%
10/23/2023	Commonwealth Equity Services LLC	45,624	$4.50M	0.0%	+2.9%	1.855%
10/20/2023	Bridge Advisory LLC	4,613	$454K	0.2%	-5.5%	0.188%
10/18/2023	Private Trust Co. NA	414	$41K	0.0%	N/A	0.017%
10/13/2023	PSI Advisors LLC	1,462	$144K	0.1%	-13.3%	0.059%
10/10/2023	Phocas Financial Corp.	2,950	$291K	0.0%	+7.3%	0.120%
10/10/2023	Systelligence LLC	83,509	$8.23M	2.3%	N/A	3.395%
10/5/2023	QP Wealth Management LLC	3,013	$297K	0.5%	+4.0%	0.122%
8/10/2023	Osaic Holdings Inc.	54,989	$5.69M	0.0%	+86.6%	2.235%
8/10/2023	Commonwealth Equity Services LLC	44,350	$4.59M	0.0%	+64.2%	1.803%
8/9/2023	Flow Traders U.S. LLC	12,936	$1.34M	0.1%	+313.0%	0.526%
8/4/2023	Parallel Advisors LLC	650	$67K	0.0%	N/A	0.026%
8/3/2023	Thoroughbred Financial Services LLC	2,078	$214K	0.0%	N/A	0.084%
8/3/2023	CWM LLC	303	$31K	0.0%	N/A	0.012%
8/2/2023	Bank of Montreal Can	462	$48K	0.0%	N/A	0.021%
7/31/2023	LPL Financial LLC	104,226	$10.78M	0.0%	-14.9%	4.653%
7/25/2023	Raymond James Financial Services Advisors Inc.	10,393	$1.08M	0.0%	-77.2%	0.464%
7/25/2023	Raymond James & Associates	4,381	$453K	0.0%	-69.7%	0.196%
7/21/2023	PSI Advisors LLC	1,687	$174K	0.1%	-30.8%	0.075%
7/18/2023	Stratos Wealth Advisors LLC	45,493	$4.70M	0.3%	-7.4%	2.031%
7/18/2023	Stratos Wealth Partners LTD.	5,929	$613K	0.0%	+13.2%	0.265%
7/17/2023	Bridge Advisory LLC	4,881	$505K	0.2%	+9.2%	0.218%
7/13/2023	Twelve Points Wealth Management LLC	10,786	$1.12M	0.6%	+12.8%	0.482%
7/13/2023	QP Wealth Management LLC	2,898	$300K	0.5%	-3.8%	0.129%
7/13/2023	Cambridge Investment Research Advisors Inc.	29,934	$3.10M	0.0%	+8.8%	1.336%
7/13/2023	Phocas Financial Corp.	2,750	$284K	0.0%	+10.0%	0.123%
5/12/2023	Balboa Wealth Partners	8,353	$788K	0.3%	N/A	0.306%
5/11/2023	Cambridge Investment Research Advisors Inc.	27,504	$2.59M	0.0%	-1.0%	1.007%
5/11/2023	Connectus Wealth LLC	19,945	$1.88M	0.0%	+2.3%	0.731%
5/11/2023	Commonwealth Equity Services LLC	27,010	$2.55M	0.0%	+111.4%	0.989%
5/11/2023	Legacy Capital Group California Inc.	30,961	$2.92M	1.4%	N/A	1.134%
5/10/2023	Resources Investment Advisors LLC.	4,792	$452K	0.0%	-4.0%	0.176%
5/10/2023	LPL Financial LLC	122,462	$11.55M	0.0%	-16.5%	4.486%
5/9/2023	US Bancorp DE	7,335	$692K	0.0%	+828.5%	0.269%
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5/4/2023	Consolidated Planning Corp	33,345	$3.14M	0.8%	N/A	1.221%
4/27/2023	Stratos Wealth Advisors LLC	49,107	$4.63M	0.4%	N/A	1.799%
4/27/2023	Stratos Wealth Partners LTD.	5,238	$494K	0.0%	+85.4%	0.192%
4/27/2023	Aspiriant LLC	5,665	$534K	0.0%	N/A	0.208%
4/25/2023	QP Wealth Management LLC	3,013	$284K	0.5%	-20.1%	0.110%
4/25/2023	PSI Advisors LLC	2,437	$230K	0.1%	-9.0%	0.089%
4/25/2023	Advisor Resource Council	4,690	$440K	0.1%	+48.7%	0.172%
4/25/2023	Wealth Enhancement Advisory Services LLC	3,053	$288K	0.0%	N/A	0.112%
4/20/2023	Well Done LLC	4,565	$422K	0.1%	+66.6%	0.189%
4/18/2023	Twelve Points Wealth Management LLC	9,560	$901K	0.5%	+46.7%	0.395%

(Data available from 1/1/2016 forward)

RFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFV shares?: During the previous two years, 66 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Pure Value ETF. The most heavily invested institutionals were Fischer Investment Strategies LLC ($15.26M), Raymond James & Associates ($10.06M), Systelligence LLC ($8.83M), Raymond James Financial Services Advisors Inc. ($8.80M), LPL Financial LLC ($8.63M), Commonwealth Equity Services LLC ($7.14M), and Osaic Holdings Inc. ($5.69M).Learn more on RFV's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap 400 Pure Value ETF stock?: Of the 62 institutional investors that purchased Invesco S&P MidCap 400 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($190.11K), Systelligence LLC ($145.00K), Raymond James & Associates ($88.86K), Fulcrum Equity Management ($51.63K), Stratos Wealth Advisors LLC ($51.07K), Avantax Advisory Services Inc. ($46.11K), and LPL Financial LLC ($43.40K).
How much institutional buying is happening at Invesco S&P MidCap 400 Pure Value ETF?: Institutional investors have bought a total of 1,179,693 shares in the last 24 months. This purchase volume represents approximately $118.33M in transactions.

Which Invesco S&P MidCap 400 Pure Value ETF major shareholders have been selling company stock?: Of the 23 institutional investors that sold Invesco S&P MidCap 400 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($122.34K), Raymond James & Associates ($64.51K), LPL Financial LLC ($59.07K), Cambridge Investment Research Advisors Inc. ($14.21K), Systelligence LLC ($11.51K), Fischer Investment Strategies LLC ($6.20K), and Stratos Wealth Advisors LLC ($3.80K).
How much institutional selling is happening at Invesco S&P MidCap 400 Pure Value ETF?: Institutional investors have sold a total of 300,630 shares in the last 24 months. This volume of shares sold represents approximately $30.40M in transactions.