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

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$71.40M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$18.72M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.73,751$8.80M0.0%-34.1%2.721%
4/22/2024 Raymond James & Associates81,330$9.70M0.0%+1,754.7%3.001%
4/19/2024 ZRC Wealth Management LLC2,550$304K0.2%-13.6%0.094%
4/12/2024 Systelligence LLC78,835$9.40M2.5%+2.6%3.205%
2/14/2024VitalStone Financial LLC1,749$204K0.2%N/A0.071%
2/12/2024Fischer Investment Strategies LLC131,069$15.26M11.5%+17.5%5.328%
2/12/2024Focus Financial Network Inc. ADV21,958$2.56M0.1%N/A0.893%
2/9/2024Advisory Services Network LLC2,980$347K0.0%-24.8%0.121%
2/9/2024Cambridge Investment Research Advisors Inc.29,061$3.38M0.0%-20.5%1.181%
2/8/2024Level Four Advisory Services LLC2,270$264K0.0%N/A0.092%
2/7/2024Concourse Financial Group Securities Inc.6,177$719K0.1%+1.8%0.251%
2/6/2024Private Advisor Group LLC19,902$2.32M0.0%-3.6%0.809%
2/6/2024Essex Financial Services Inc.3,266$380K0.0%N/A0.133%
2/1/2024PSI Advisors LLC1,203$140K0.1%-17.7%0.049%
1/31/2024Greenleaf Trust1,825$212K0.0%N/A0.074%
1/26/2024Custom Index Systems LLC14,627$1.70M1.1%N/A0.595%
1/25/2024 International Assets Investment Management LLC11,843$1.38M0.0%N/A0.481%
1/24/2024 Stratos Wealth Partners LTD.4,557$531K0.0%-19.9%0.185%
1/24/2024 Stratos Wealth Advisors LLC47,272$5.50M0.3%-0.4%1.922%
1/24/2024 International Assets Investment Management LLC11,843$1.38M0.0%N/A0.481%
1/19/2024 Synergy Asset Management LLC35,766$4.16M0.7%N/A1.454%
1/17/2024 Bridge Advisory LLC1,997$233K0.1%-56.7%0.081%
1/17/2024 ZRC Wealth Management LLC2,950$343K0.2%N/A0.120%
1/16/2024 Raymond James Financial Services Advisors Inc.111,946$13.03M0.0%+0.3%4.551%
1/12/2024 Twelve Points Wealth Management LLC12,059$1.40M0.7%+5.8%0.490%
1/12/2024Redhawk Wealth Advisors Inc.36,303$4.23M0.8%N/A1.476%
1/10/2024Creative Financial Designs Inc. ADV496$58K0.0%N/A0.020%
1/9/2024 Purus Wealth Management LLC1,804$210K0.1%N/A0.073%
1/8/2024 Systelligence LLC76,812$8.94M2.4%-8.0%3.122%
11/16/2023Harbour Investments Inc.4,173$411K0.0%+106.0%0.170%
11/13/2023Stifel Financial Corp20,720$2.04M0.0%+0.6%0.842%
11/13/2023LPL Financial LLC87,586$8.63M0.0%-16.0%3.560%
11/9/2023Fischer Investment Strategies LLC111,559$10.99M11.2%-5.3%4.535%
11/3/2023Private Advisor Group LLC20,650$2.03M0.0%N/A0.839%
10/24/2023 Stratos Wealth Advisors LLC47,455$4.68M0.3%+4.3%1.929%
10/24/2023 Stratos Wealth Partners LTD.5,687$560K0.0%-4.1%0.231%
10/24/2023 Raymond James Financial Services Advisors Inc.111,623$11.00M0.0%+974.0%4.538%
10/24/2023Cambridge Investment Research Advisors Inc.36,564$3.60M0.0%+22.1%1.486%
10/23/2023Commonwealth Equity Services LLC45,624$4.50M0.0%+2.9%1.855%
10/20/2023 Bridge Advisory LLC4,613$454K0.2%-5.5%0.188%
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10/18/2023Private Trust Co. NA414$41K0.0%N/A0.017%
10/13/2023PSI Advisors LLC1,462$144K0.1%-13.3%0.059%
10/10/2023 Phocas Financial Corp.2,950$291K0.0%+7.3%0.120%
10/10/2023 Systelligence LLC83,509$8.23M2.3%N/A3.395%
10/5/2023QP Wealth Management LLC3,013$297K0.5%+4.0%0.122%
8/10/2023Osaic Holdings Inc.54,989$5.69M0.0%+86.6%2.235%
8/10/2023Commonwealth Equity Services LLC44,350$4.59M0.0%+64.2%1.803%
8/9/2023Flow Traders U.S. LLC12,936$1.34M0.1%+313.0%0.526%
8/4/2023Parallel Advisors LLC650$67K0.0%N/A0.026%
8/3/2023Thoroughbred Financial Services LLC2,078$214K0.0%N/A0.084%
8/3/2023 CWM LLC303$31K0.0%N/A0.012%
8/2/2023Bank of Montreal Can462$48K0.0%N/A0.021%
7/31/2023LPL Financial LLC104,226$10.78M0.0%-14.9%4.653%
7/25/2023 Raymond James Financial Services Advisors Inc.10,393$1.08M0.0%-77.2%0.464%
7/25/2023 Raymond James & Associates4,381$453K0.0%-69.7%0.196%
7/21/2023PSI Advisors LLC1,687$174K0.1%-30.8%0.075%
7/18/2023 Stratos Wealth Advisors LLC45,493$4.70M0.3%-7.4%2.031%
7/18/2023 Stratos Wealth Partners LTD.5,929$613K0.0%+13.2%0.265%
7/17/2023 Bridge Advisory LLC4,881$505K0.2%+9.2%0.218%
7/13/2023 Twelve Points Wealth Management LLC10,786$1.12M0.6%+12.8%0.482%
7/13/2023QP Wealth Management LLC2,898$300K0.5%-3.8%0.129%
7/13/2023Cambridge Investment Research Advisors Inc.29,934$3.10M0.0%+8.8%1.336%
7/13/2023 Phocas Financial Corp.2,750$284K0.0%+10.0%0.123%
5/12/2023Balboa Wealth Partners8,353$788K0.3%N/A0.306%
5/11/2023Cambridge Investment Research Advisors Inc.27,504$2.59M0.0%-1.0%1.007%
5/11/2023Connectus Wealth LLC19,945$1.88M0.0%+2.3%0.731%
5/11/2023Commonwealth Equity Services LLC27,010$2.55M0.0%+111.4%0.989%
5/11/2023Legacy Capital Group California Inc.30,961$2.92M1.4%N/A1.134%
5/10/2023Resources Investment Advisors LLC.4,792$452K0.0%-4.0%0.176%
5/10/2023LPL Financial LLC122,462$11.55M0.0%-16.5%4.486%
5/9/2023US Bancorp DE7,335$692K0.0%+828.5%0.269%
5/4/2023Consolidated Planning Corp33,345$3.14M0.8%N/A1.221%
4/27/2023 Stratos Wealth Advisors LLC49,107$4.63M0.4%N/A1.799%
4/27/2023 Stratos Wealth Partners LTD.5,238$494K0.0%+85.4%0.192%
4/27/2023 Aspiriant LLC5,665$534K0.0%N/A0.208%
4/25/2023QP Wealth Management LLC3,013$284K0.5%-20.1%0.110%
4/25/2023PSI Advisors LLC2,437$230K0.1%-9.0%0.089%
4/25/2023 Advisor Resource Council4,690$440K0.1%+48.7%0.172%
4/25/2023 Wealth Enhancement Advisory Services LLC3,053$288K0.0%N/A0.112%
4/20/2023 Well Done LLC4,565$422K0.1%+66.6%0.189%
4/18/2023 Twelve Points Wealth Management LLC9,560$901K0.5%+46.7%0.395%
4/14/2023AE Wealth Management LLC35,205$3.32M0.0%+45.8%1.455%
4/14/2023 Raymond James Financial Services Advisors Inc.45,629$4.30M0.0%-51.5%1.885%
4/14/2023 Raymond James & Associates14,440$1.36M0.0%-3.2%0.597%
4/14/2023 Bridge Advisory LLC4,470$421K0.2%+17.9%0.185%
4/13/2023Householder Group Estate & Retirement Specialist LLC4,301$405K0.2%N/A0.178%
4/13/2023 Phocas Financial Corp.2,500$236K0.0%+16.3%0.103%
4/6/2023Fulcrum Equity Management51,631$4.87M4.6%+268.0%2.134%
2/13/2023DB Wealth Management Group LLC3,896$353K0.2%N/A0.180%
2/10/2023CoreCap Advisors LLC7,351$667K0.0%N/A0.340%
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2/10/2023Advisor Group Holdings Inc.23,655$2.15M0.0%+57.5%1.095%
2/9/2023 IMC Chicago LLC13,625$1.24M0.0%-17.2%0.631%
2/8/2023 Raymond James Financial Services Advisors Inc.94,074$8.54M0.0%+1,604.9%4.355%
2/8/2023 Raymond James & Associates14,925$1.35M0.0%-78.3%0.691%
2/8/2023Belpointe Asset Management LLC472$43K0.0%N/A0.022%
2/8/2023Cambridge Investment Research Advisors Inc.27,769$2.52M0.0%+99.6%1.286%
2/7/2023Connectus Wealth LLC19,500$1.77M0.0%-0.5%0.903%
2/7/2023LPL Financial LLC146,652$13.31M0.0%+42.0%6.789%
1/31/2023Atria Investments Inc11,493$1.04M0.0%N/A0.532%
1/31/2023AE Wealth Management LLC24,154$2.19M0.0%N/A1.118%
(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, 63 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 ($9.70M), Systelligence LLC ($9.40M), Raymond James Financial Services Advisors Inc. ($8.80M), LPL Financial LLC ($8.63M), Osaic Holdings Inc. ($5.69M), and Stratos Wealth Advisors LLC ($5.50M).Learn more on RFV's institutional investors.

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

Of the 60 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. ($243.81K), Systelligence LLC ($144.84K), Raymond James & Associates ($80.16K), Fulcrum Equity Management ($51.63K), Stratos Wealth Advisors LLC ($51.07K), LPL Financial LLC ($43.40K), and Redhawk Wealth Advisors Inc. ($36.30K).

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

Institutional investors have bought a total of 1,150,444 shares in the last 24 months. This purchase volume represents approximately $113.44M in transactions.

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

Of the 19 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), Systelligence LLC ($11.51K), Cambridge Investment Research Advisors Inc. ($7.77K), 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 294,374 shares in the last 24 months. This volume of shares sold represents approximately $29.59M in transactions.


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This page (NYSEARCA:RFV) was last updated on 4/24/2024 by MarketBeat.com Staff

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