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

Invesco S&P MidCap 400 Pure Value ETF logo
$140.52 +2.02 (+1.46%)
As of 04:10 PM Eastern
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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)
44
Total
Institutional Inflows
(last 12 months)
$41.27M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$27.42M
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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
5/5/2026Geneos Wealth Management Inc.4,683$609K0.0%+159.3%0.207%
5/5/2026Sanctuary Advisors LLC48,385$6.29M0.0%-2.6%2.141%
4/30/2026 Kestra Advisory Services LLC9,659$1.26M0.0%+3.7%0.427%
4/29/2026 Unified Investment Management4,064$528K0.5%+10.2%0.180%
4/27/2026 Kelman Lazarov Inc.2,400$312K0.0%N/A0.107%
4/27/2026 Private Advisor Group LLC3,604$468K0.0%-5.4%0.160%
3/17/2026Rockefeller Capital Management L.P.1,237$158K0.0%-14.3%0.053%
2/18/2026BNB Wealth Management LLC10,963$1.40M0.9%N/A0.473%
2/17/2026Cetera Investment Advisers37,292$4.77M0.0%+8.4%1.607%
2/17/2026Osaic Holdings Inc.13,773$1.76M0.0%-28.8%0.594%
2/17/2026Advisory Services Network LLC7,486$957K0.0%+6.4%0.323%
2/17/2026Royal Bank of Canada62,037$7.93M0.0%+19.5%2.674%
2/16/2026 MML Investors Services LLC11,440$1.46M0.0%+15.0%0.493%
2/13/2026 Kestra Advisory Services LLC9,314$1.19M0.0%+100.5%0.401%
2/13/2026Greenline Wealth Management LLC4,081$522K0.5%N/A0.176%
2/13/2026Arkadios Wealth Advisors3,907$499K0.0%+5.1%0.168%
2/13/2026 Golden State Wealth Management LLC797$102K0.0%+5,592.9%0.034%
2/13/2026Wells Fargo & Company MN15,602$1.99M0.0%+82.4%0.673%
2/12/2026 Commonwealth Equity Services LLC37,557$4.80M0.0%-47.1%1.619%
2/11/2026Focus Partners Advisor Solutions LLC12,095$1.55M0.0%-43.9%0.521%
2/11/2026LPL Financial LLC169,208$21.63M0.0%+97.2%7.293%
2/10/2026Goldman Sachs Group Inc.4,395$562K0.0%-56.9%0.189%
2/10/2026Northwestern Mutual Wealth Management Co.3,634$464K0.0%+23.4%0.157%
2/9/2026Kingsview Wealth Management LLC19,277$2.46M0.0%+7.4%0.831%
2/9/2026 Unified Investment Management3,688$471K0.5%+3.7%0.159%
2/9/2026Harbour Investments Inc.4,876$623K0.0%-7.8%0.210%
1/30/2026Dale Q Rice Investment Management Ltd2,882$368K0.3%-11.8%0.124%
1/30/2026 Strategic Blueprint LLC7,192$919K0.1%+20.2%0.310%
1/29/2026Sanctuary Advisors LLC49,694$6.35M0.0%+2.9%2.142%
1/28/2026Geneos Wealth Management Inc.1,806$231K0.0%+1,841.9%0.078%
1/28/2026Fischer Investment Strategies LLC2,348$300K0.2%N/A0.101%
1/26/2026 Merit Financial Group LLC29,395$3.76M0.0%N/A1.267%
1/23/2026 Axiom Financial Strategies LLC5,858$749K0.3%+2.5%0.254%
1/23/2026 Twelve Points Wealth Management LLC4,210$565K0.1%-6.0%0.182%
1/22/2026 Vista Investment Partners II LLC2,613$334K0.1%-12.7%0.113%
1/21/2026 Flagship Harbor Advisors LLC1,323$169K0.0%N/A0.057%
1/20/2026 Stratos Wealth Partners LTD.4,945$632K0.0%+3.0%0.214%
1/20/2026 Stratos Wealth Advisors LLC79,420$10.15M0.5%+3.4%3.438%
1/15/2026 Saxony Capital Management LLC5,313$679K0.4%+130.6%0.230%
1/13/2026 CoreCap Advisors LLC2,133$273K0.0%+62.7%0.092%
1/13/2026 Cadent Capital Advisors LLC7,099$907K0.2%-7.9%0.307%
1/7/2026Sagespring Wealth Partners LLC1,746$223K0.0%-87.8%0.076%
12/2/2025 IFP Advisors Inc1,072$137K0.0%+71.0%0.049%
11/18/2025Advisory Services Network LLC7,038$903K0.0%+5.3%0.320%
11/17/2025NewEdge Advisors LLC817$105K0.0%+174.2%0.037%
11/17/2025Susquehanna International Group LLP1,980$254K0.0%-72.6%0.090%
11/17/2025Northwestern Mutual Wealth Management Co.2,946$378K0.0%+6.2%0.134%
11/17/2025 Axiom Financial Strategies LLC5,716$733K0.3%N/A0.260%
11/17/2025Bank of America Corp DE41,265$5.29M0.0%+4.9%1.876%
11/17/2025Ameriprise Financial Inc.9,288$1.19M0.0%+20.6%0.422%
11/14/2025Raymond James Financial Inc.50,118$6.43M0.0%+56.4%2.278%
11/13/2025 Private Advisor Group LLC3,911$502K0.0%-5.0%0.178%
11/12/2025Focus Partners Advisor Solutions LLC21,561$2.72M0.0%+69.3%0.980%
11/12/2025Kingsview Wealth Management LLC17,944$2.30M0.0%+362.0%0.816%
11/10/2025Thoroughbred Financial Services LLC2,369$304K0.0%-7.7%0.108%
11/6/2025 Stratos Wealth Partners LTD.4,801$616K0.0%+21.8%0.218%
11/6/2025 Stratos Wealth Advisors LLC76,773$9.85M0.5%+12.5%3.490%
11/6/2025 Prospera Financial Services Inc1,685$216K0.0%N/A0.077%
11/5/2025 Envestnet Asset Management Inc.11,985$1.54M0.0%+6.0%0.545%
11/4/2025Jones Financial Companies Lllp8,242$1.07M0.0%+124.8%0.375%
10/31/2025Sagespring Wealth Partners LLC14,361$1.84M0.0%N/A0.653%
10/29/2025 Vista Investment Partners II LLC2,993$384K0.2%N/A0.136%
10/28/2025Running Point Capital Advisors LLC4,752$610K0.2%-3.2%0.216%
10/27/2025 Stephens Inc. AR1,600$205K0.0%N/A0.073%
10/27/2025 Unified Investment Management3,557$456K0.5%+61.1%0.162%
10/23/2025 Strategic Blueprint LLC5,985$768K0.0%N/A0.272%
10/22/2025 CoreCap Advisors LLC1,311$168K0.0%+15.7%0.060%
10/22/2025 Twelve Points Wealth Management LLC4,480$575K0.1%-13.6%0.204%
10/22/2025 Commonwealth Equity Services LLC70,981$9.11M0.0%-4.5%3.226%
10/21/2025 Saxony Capital Management LLC2,304$296K0.2%N/A0.105%
10/15/2025 Cadent Capital Advisors LLC7,710$989K0.3%N/A0.352%
10/15/2025Dale Q Rice Investment Management Ltd3,266$414K0.3%-3.6%0.149%
9/4/2025Osaic Holdings Inc.18,989$2.30M0.0%-6.3%0.909%
8/19/2025Advisory Services Network LLC6,683$821K0.0%+35.3%0.320%
8/15/2025 MML Investors Services LLC7,773$940K0.0%-40.5%0.372%
8/15/2025Bank of America Corp DE39,356$4.76M0.0%-1.8%1.883%
8/15/2025Ameriprise Financial Inc.7,699$931K0.0%-26.9%0.368%
8/14/2025Raymond James Financial Inc.32,035$3.87M0.0%-15.1%1.533%
8/14/2025NewEdge Advisors LLC298$36K0.0%-33.9%0.014%
8/13/2025Northwestern Mutual Wealth Management Co.2,774$335K0.0%+1,014.1%0.133%
8/12/2025 J.W. Cole Advisors Inc.2,937$355K0.0%-3.1%0.141%
8/8/2025Avantax Advisory Services Inc.16,129$1.95M0.0%-1.4%0.775%
8/8/2025Cetera Investment Advisers17,720$2.14M0.0%+408.0%0.852%
8/8/2025Creative Planning3,764$455K0.0%+4.7%0.181%
8/1/2025Reliant Investment Partners LLC2,265$274K0.2%-8.6%0.109%
8/1/2025 Envestnet Asset Management Inc.11,310$1.37M0.0%-25.0%0.544%
7/31/2025Focus Partners Advisor Solutions LLC12,736$1.54M0.0%-0.9%0.612%
7/29/2025 Signature Estate & Investment Advisors LLC1,714$207K0.0%N/A0.082%
7/29/2025 Huntleigh Advisors Inc.2,402$290K0.1%-16.6%0.115%
7/29/2025Dale Q Rice Investment Management Ltd3,388$425K0.4%-62.3%0.163%
7/29/2025 Stratos Wealth Partners LTD.3,942$477K0.0%-4.7%0.190%
7/29/2025 Stratos Wealth Advisors LLC68,241$8.25M0.4%+3.6%3.281%
7/28/2025Harbour Investments Inc.5,281$638K0.0%-11.6%0.254%
7/25/2025 Concurrent Investment Advisors LLC1,813$219K0.0%N/A0.087%
7/24/2025 IFP Advisors Inc627$76K0.0%-11.8%0.030%
7/17/2025 Greenleaf Trust1,825$221K0.0%-40.3%0.087%
7/17/2025 Fifth Third Securities Inc.2,976$360K0.0%-86.0%0.142%
7/16/2025 Twelve Points Wealth Management LLC5,185$627K0.2%-51.8%0.248%
7/15/2025 Well Done LLC1,825$221K0.0%-57.5%0.087%
7/8/2025 Elevation Wealth Partners LLC650$79K0.0%-74.5%0.031%


RFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFV shares?

During the previous two years, 90 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), Systelligence LLC ($8.83M), Royal Bank of Canada ($7.93M), Raymond James & Associates ($7.22M), Raymond James Financial Inc. ($6.43M), and Sanctuary Advisors LLC ($6.29M).Learn more on Invesco S&P MidCap 400 Pure Value ETF's institutional investors.

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

Of the 71 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), Avantax Advisory Services Inc. ($49.17K), Sanctuary Advisors LLC ($40.44K), Merit Financial Group LLC ($29.40K), Stratos Wealth Advisors LLC ($25.59K), and Fifth Third Securities Inc. ($21.70K).

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

Institutional investors have bought a total of 325,705 shares in the last 24 months. This purchase volume represents approximately $41.27M in transactions.

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

Of the 34 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: Raymond James Financial Inc. ($48.41K), Commonwealth Equity Services LLC ($36.79K), Avantax Advisory Services Inc. ($35.23K), Fifth Third Securities Inc. ($18.30K), Sagespring Wealth Partners LLC ($12.62K), LPL Financial LLC ($10.30K), and Focus Partners Advisor Solutions LLC ($9.58K).

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

Institutional investors have sold a total of 227,130 shares in the last 24 months. This volume of shares sold represents approximately $27.42M in transactions.


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This page (NYSEARCA:RFV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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