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

$129.45 -0.81 (-0.62%)
As of 07/11/2025 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)
$30.92M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$21.19M
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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
7/8/2025 Elevation Wealth Partners LLC650$79K0.0%-74.5%0.031%
7/7/2025 Nova Wealth Management Inc.258$31K0.0%+46.6%0.012%
5/20/2025Integrity Alliance LLC.3,156$360K0.0%N/A0.152%
5/16/2025Jones Financial Companies Lllp8,679$990K0.0%+393.7%0.417%
5/15/2025Focus Partners Advisor Solutions LLC12,850$1.47M0.0%+34.3%0.618%
5/15/2025Royal Bank of Canada49,175$5.61M0.0%+10.4%2.364%
5/13/2025Raymond James Financial Inc.37,735$4.31M0.0%-53.1%1.814%
5/8/2025Harbour Investments Inc.5,972$682K0.0%-8.3%0.284%
5/8/2025Arkadios Wealth Advisors3,670$419K0.0%+5.1%0.175%
5/7/2025LPL Financial LLC92,560$10.56M0.0%-10.0%4.408%
5/6/2025Cetera Investment Advisers3,488$398K0.0%-22.4%0.166%
5/6/2025Avantax Advisory Services Inc.16,360$1.87M0.0%-68.1%0.779%
5/5/2025Private Advisor Group LLC6,739$769K0.0%-26.7%0.321%
5/1/2025Fifth Third Securities Inc.21,277$2.43M0.2%+3.7%1.013%
4/30/2025Greenleaf Trust3,055$349K0.0%+67.4%0.145%
4/30/2025Stratos Wealth Partners LTD.4,135$472K0.0%-9.4%0.197%
4/30/2025Stratos Wealth Advisors LLC65,852$7.52M0.4%+11.2%3.136%
4/29/2025Envestnet Asset Management Inc.15,085$1.72M0.0%+4.8%0.718%
4/25/2025Unified Investment Management2,184$249K0.3%N/A0.104%
4/22/2025Cambridge Investment Research Advisors Inc.22,565$2.58M0.0%-3.8%1.075%
4/22/2025Dale Q Rice Investment Management Ltd8,998$1.03M0.5%-1.3%0.428%
4/15/2025 Focus Financial Network Inc.8,509$971K0.0%+1.8%0.399%
4/10/2025Matrix Trust Co1,205$138K0.0%+46.1%0.057%
2/25/2025Heck Capital Advisors LLC1,490$181K0.0%N/A0.068%
2/18/2025GTS Securities LLC2,363$287K0.0%N/A0.087%
2/18/2025Focus Partners Advisor Solutions LLC9,569$1.16M0.0%-12.7%0.353%
2/17/2025Waverly Advisors LLC3,157$383K0.0%N/A0.116%
2/17/2025CoreCap Advisors LLC1,049$127K0.0%+25.9%0.039%
2/17/2025Cetera Investment Advisers4,495$545K0.0%+11.3%0.166%
2/17/2025Citadel Advisors LLC6,010$729K0.0%+16.1%0.222%
2/17/2025Bank of America Corp DE42,046$5.10M0.0%-34.7%1.552%
2/17/2025Ameriprise Financial Inc.10,344$1.26M0.0%+19.5%0.382%
2/14/2025Stifel Financial Corp20,897$2.54M0.0%-3.4%0.771%
2/14/2025MML Investors Services LLC12,323$1.50M0.0%-1.9%0.455%
2/13/2025Capital Square LLC9,609$1.23M0.7%+8.6%0.355%
2/13/2025Scotia Capital Inc.2,628$319K0.0%N/A0.097%
2/13/2025Advisory Services Network LLC4,943$600K0.0%N/A0.182%
2/13/2025Bank of Nova Scotia2,615$317K0.0%N/A0.096%
2/13/2025Envestnet Asset Management Inc.14,394$1.75M0.0%-9.6%0.531%
2/13/2025Wells Fargo & Company MN13,178$1.60M0.0%+38.4%0.486%
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2/12/2025OLD Mission Capital LLC3,880$471K0.0%-33.7%0.143%
2/11/2025LPL Financial LLC102,860$12.48M0.0%+4.1%3.796%
2/10/2025Valued Retirements Inc.4,043$490K0.7%+9.1%0.149%
2/10/2025Harbour Investments Inc.6,511$790K0.0%+23.2%0.240%
2/10/2025Commonwealth Equity Services LLC73,682$8.94M0.0%+4.8%2.719%
2/10/2025Avantax Advisory Services Inc.51,360$6.23M0.0%+6.3%1.895%
2/7/2025Independent Advisor Alliance1,750$212K0.0%N/A0.065%
2/6/2025Raymond James Financial Inc.80,446$9.76M0.0%N/A2.968%
2/6/2025Assetmark Inc.972$118K0.0%+458.6%0.036%
2/6/2025Jones Financial Companies Lllp1,758$213K0.0%+79.8%0.065%
2/3/2025Private Advisor Group LLC9,198$1.12M0.0%-4.9%0.339%
1/31/2025Sanctuary Advisors LLC39,050$5.02M0.0%+0.3%1.441%
1/30/2025Principal Securities Inc.1,384$168K0.0%+13.9%0.051%
1/29/2025 Focus Financial Network Inc.8,358$1.01M0.0%+7.4%0.308%
1/27/2025Stratos Wealth Advisors LLC59,200$7.18M0.3%+7.0%2.185%
1/27/2025Stratos Wealth Partners LTD.4,564$554K0.0%-3.7%0.168%
1/24/2025S.A. Mason LLC2,820$342K0.2%-4.9%0.104%
1/23/2025Heck Capital Advisors LLC1,490$181K0.0%N/A0.055%
1/23/2025Fifth Third Securities Inc.20,518$2.49M0.2%+15.5%0.757%
1/23/2025Twelve Points Wealth Management LLC10,774$1.31M0.4%-14.8%0.398%
1/15/2025Arkadios Wealth Advisors3,493$424K0.0%+12.7%0.129%
1/13/2025Dale Q Rice Investment Management Ltd9,114$1.11M0.5%N/A0.336%
1/13/2025Matrix Trust Co825$100K0.0%+565.3%0.030%
11/25/2024Sanctuary Advisors LLC38,936$5.02M0.0%+2.9%1.437%
11/15/2024Valued Retirements Inc.3,707$439K0.6%N/A0.137%
11/15/2024MML Investors Services LLC12,557$1.49M0.0%-9.7%0.463%
11/13/2024FMR LLC806$95K0.0%+21.9%0.030%
11/13/2024Capital Square LLC8,851$1.05M0.6%-18.6%0.327%
11/12/2024Kingsview Wealth Management LLC3,765$446K0.0%N/A0.139%
11/6/2024OneDigital Investment Advisors LLC3,499$414K0.0%-3.3%0.129%
11/5/2024Harbour Investments Inc.5,286$626K0.0%+3.7%0.195%
10/28/2024 Focus Financial Network Inc.7,784$922K0.0%+2.8%0.287%
10/18/2024Raymond James & Associates60,936$7.22M0.0%-32.3%2.249%
10/18/2024Stratos Wealth Advisors LLC55,334$6.55M0.3%+2.8%2.042%
10/16/2024Twelve Points Wealth Management LLC12,647$1.50M0.5%+2.3%0.467%
10/10/2024Concourse Financial Group Securities Inc.251$30K0.0%-94.9%0.009%
9/5/2024Sanctuary Advisors LLC37,835$4.23M0.0%N/A1.396%
8/16/2024Northwestern Mutual Wealth Management Co.249$28K0.0%-57.7%0.009%
8/16/2024Creative Planning3,557$397K0.0%N/A0.131%
8/8/2024Envestnet Asset Management Inc.16,439$1.84M0.0%+37.7%0.607%
8/8/2024Thoroughbred Financial Services LLC2,520$281K0.0%+20.8%0.093%
8/6/2024Custom Index Systems LLC16,533$1.85M1.1%-0.9%0.610%
8/5/2024Private Advisor Group LLC9,620$1.08M0.0%-54.3%0.355%
8/2/2024Capital Square LLC10,871$1.26M0.8%-1.3%0.401%
7/31/2024Commonwealth Equity Services LLC65,643$7.33M0.0%+9.7%2.422%
7/29/2024Arkadios Wealth Advisors3,051$341K0.0%N/A0.113%
7/26/2024Cambridge Investment Research Advisors Inc.25,627$2.86M0.0%-20.1%0.946%
7/25/2024Systelligence LLC78,995$8.83M2.3%+0.2%2.915%
7/23/2024Concourse Financial Group Securities Inc.4,898$547K0.0%+5.5%0.181%
7/22/2024 Focus Financial Network Inc.7,570$886K0.0%-4.9%0.279%
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7/19/2024Raymond James & Associates90,022$10.06M0.0%+10.7%3.322%
7/19/2024Well Done LLC4,290$479K0.1%-6.0%0.158%
7/15/2024Fifth Third Securities Inc.18,198$2.03M0.2%N/A0.672%
7/12/2024Twelve Points Wealth Management LLC12,360$1.38M0.5%+2.4%0.456%
7/10/2024CWM LLC386$43K0.0%-45.9%0.014%
5/24/2024Cetera Advisors LLC2,864$342K0.0%+32.8%0.106%
5/14/2024CreativeOne Wealth LLC3,432$409K0.0%N/A0.127%
5/8/2024Avantax Advisory Services Inc.46,110$5.50M0.0%N/A1.701%
5/7/2024Capital Square LLC11,019$1.31M0.9%N/A0.407%
5/6/2024VitalStone Financial LLC895$107K0.1%-48.8%0.033%
(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, 82 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), LPL Financial LLC ($10.56M), Commonwealth Equity Services LLC ($8.94M), Systelligence LLC ($8.83M), Raymond James Financial Services Advisors Inc. ($8.80M), Stratos Wealth Advisors LLC ($7.52M), and Raymond James & Associates ($7.22M).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 73 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 Services Advisors Inc. ($101.55K), Systelligence LLC ($85.69K), Raymond James & Associates ($85.64K), Raymond James Financial Inc. ($80.45K), Avantax Advisory Services Inc. ($49.17K), Sanctuary Advisors LLC ($39.05K), 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 263,490 shares in the last 24 months. This purchase volume represents approximately $30.92M in transactions.

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

Of the 26 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. ($42.71K), Avantax Advisory Services Inc. ($35K), Raymond James & Associates ($29.09K), Bank of America Corp DE ($22.37K), Private Advisor Group LLC ($14.35K), LPL Financial LLC ($10.30K), and Cambridge Investment Research Advisors Inc. ($7.33K).

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

Institutional investors have sold a total of 182,629 shares in the last 24 months. This volume of shares sold represents approximately $21.19M in transactions.


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This page (NYSEARCA:RFV) was last updated on 7/12/2025 by MarketBeat.com Staff
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