S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
3 Computer Vision Stocks for Long-Term Gains From AI
Undervalued UnitedHealth Group Won’t Be For Long
Closing prices for crude oil, gold and other commodities
DocuSign and The Case for 66% Upside 
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
3 Computer Vision Stocks for Long-Term Gains From AI
Undervalued UnitedHealth Group Won’t Be For Long
Closing prices for crude oil, gold and other commodities
DocuSign and The Case for 66% Upside 
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
3 Computer Vision Stocks for Long-Term Gains From AI
Undervalued UnitedHealth Group Won’t Be For Long
Closing prices for crude oil, gold and other commodities
DocuSign and The Case for 66% Upside 
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
3 Computer Vision Stocks for Long-Term Gains From AI
Undervalued UnitedHealth Group Won’t Be For Long
Closing prices for crude oil, gold and other commodities
DocuSign and The Case for 66% Upside 

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

$110.41
-0.68 (-0.61%)
(As of 04/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$92.21M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$21.45M
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Skip Chart & View Institutional Buying and Selling Data

RFV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Systelligence LLC78,835$9.40M2.5%+2.6%3.205%
2/15/2024Buckingham Strategic Partners LLC7,799$908K0.0%+95.5%0.317%
2/15/2024Citadel Advisors LLC15,886$1.85M0.0%+203.2%0.646%
2/14/2024Royal Bank of Canada114,753$13.36M0.0%+33.4%4.665%
2/14/2024Kestra Advisory Services LLC3,178$370K0.0%N/A0.129%
2/14/2024VitalStone Financial LLC1,749$204K0.2%N/A0.071%
2/13/2024Envestnet Asset Management Inc.7,440$866K0.0%+10.3%0.302%
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%
2/12/2024Stifel Financial Corp21,302$2.48M0.0%+2.8%0.866%
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%
2/9/2024Wells Fargo & Company MN47,865$5.57M0.0%+1.5%1.946%
2/9/2024UBS Group AG5,107$595K0.0%+25.4%0.208%
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%
1/24/2024Stratos Wealth Partners LTD.4,557$531K0.0%-19.9%0.185%
1/24/2024Stratos 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%
1/19/2024Synergy Asset Management LLC35,766$4.16M0.7%N/A1.454%
1/17/2024Bridge Advisory LLC1,997$233K0.1%-56.7%0.081%
1/17/2024ZRC Wealth Management LLC2,950$343K0.2%N/A0.120%
1/16/2024Raymond James Financial Services Advisors Inc.111,946$13.03M0.0%+0.3%4.551%
1/12/2024Twelve 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%
11/16/2023Morgan Stanley191,229$18.84M0.0%+95.0%7.774%
11/15/2023Integrated Wealth Concepts LLC4,966$489K0.0%N/A0.202%
11/15/2023Mercer Global Advisors Inc. ADV2,913$287K0.0%+11.0%0.118%
11/15/2023Royal Bank of Canada86,034$8.48M0.0%-5.1%3.497%
11/15/2023Ameriprise Financial Inc.16,291$1.60M0.0%-18.3%0.662%
Can't believe it's happening again (Ad)

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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%
11/13/2023Envestnet Asset Management Inc.6,748$665K0.0%+58.0%0.274%
11/9/2023Fischer Investment Strategies LLC111,559$10.99M11.2%-5.3%4.535%
11/9/2023UBS Group AG4,073$401K0.0%+3.8%0.166%
11/3/2023Private Advisor Group LLC20,650$2.03M0.0%N/A0.839%
10/25/2023Concourse Financial Group Securities Inc.6,067$598K0.0%N/A0.247%
10/24/2023Stratos Wealth Advisors LLC47,455$4.68M0.3%+4.3%1.929%
10/24/2023Stratos Wealth Partners LTD.5,687$560K0.0%-4.1%0.231%
10/24/2023Raymond 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%
10/20/2023Bridge Advisory LLC4,613$454K0.2%-5.5%0.188%
10/18/2023Private Trust Co. NA414$41K0.0%N/A0.017%
10/13/2023PSI Advisors LLC1,462$144K0.1%-13.3%0.059%
10/10/2023Phocas 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%
8/21/2023Osaic Holdings Inc.54,989$5.69M0.0%+86.6%2.235%
8/15/2023Wells Fargo & Company MN47,218$4.88M0.0%-20.6%1.919%
8/15/2023Goldman Sachs Group Inc.4,014$415K0.0%-66.0%0.163%
8/15/2023Harbour Investments Inc.2,026$210K0.0%+90.4%0.082%
8/15/2023Royal Bank of Canada90,618$9.37M0.0%+0.7%3.684%
8/15/2023Stifel Financial Corp20,592$2.13M0.0%-5.3%0.837%
8/14/2023Mercer Global Advisors Inc. ADV2,624$271K0.0%N/A0.107%
8/14/2023MML Investors Services LLC5,745$594K0.0%+3.7%0.234%
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%
8/4/2023Envestnet Asset Management Inc.4,270$442K0.0%-8.3%0.174%
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%
7/25/2023Raymond James Financial Services Advisors Inc.10,393$1.08M0.0%-77.2%0.464%
7/25/2023Raymond James & Associates4,381$453K0.0%-69.7%0.196%
7/21/2023PSI Advisors LLC1,687$174K0.1%-30.8%0.075%
7/18/2023Stratos Wealth Advisors LLC45,493$4.70M0.3%-7.4%2.031%
7/18/2023Stratos Wealth Partners LTD.5,929$613K0.0%+13.2%0.265%
7/17/2023Bridge Advisory LLC4,881$505K0.2%+9.2%0.218%
7/13/2023Twelve 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%
7/13/2023Phocas Financial Corp.2,750$284K0.0%+10.0%0.123%
5/22/2023Ameriprise Financial Inc.19,441$1.83M0.0%-68.6%0.712%
5/16/2023Susquehanna International Group LLP7,896$744K0.0%+136.3%0.289%
5/15/2023Flow Traders U.S. LLC3,132$295K0.0%-49.6%0.115%
5/12/2023Stifel Financial Corp21,739$2.05M0.0%+9.9%0.796%
5/12/2023MML Investors Services LLC5,539$522K0.0%N/A0.203%
Can't believe it's happening again (Ad)

One of the single most unique and powerful events in the markets is coming in the next two months. It’s scheduled for April 22, 2024. But investors are moving now to get ahead of what’s coming… driving up prices of one asset dramatically. And you should do the same.

We explain how this event works in full right here.
5/12/2023Bank of America Corp DE157,476$14.85M0.0%+81.3%5.768%
5/12/2023UBS Group AG21,655$2.04M0.0%+758.3%0.793%
5/12/2023NewEdge Advisors LLC2,102$198K0.0%+97.2%0.077%
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%
5/11/2023Envestnet Asset Management Inc.4,656$439K0.0%N/A0.171%
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%
(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, 85 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Pure Value ETF. The most heavily invested institutionals were Morgan Stanley ($18.84M), Fischer Investment Strategies LLC ($15.26M), Bank of America Corp DE ($14.85M), Royal Bank of Canada ($13.36M), Raymond James Financial Services Advisors Inc. ($13.03M), Systelligence LLC ($9.40M), and LPL Financial LLC ($8.63M).Learn more on RFV's institutional investors.

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

Of the 79 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), Morgan Stanley ($155.88K), Bank of America Corp DE ($149.98K), Systelligence LLC ($144.84K), Fulcrum Equity Management ($51.63K), Stratos Wealth Advisors LLC ($51.07K), and Osaic Holdings Inc. ($51.05K).

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

Institutional investors have bought a total of 1,606,962 shares in the last 24 months. This purchase volume represents approximately $155.59M in transactions.

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

Of the 29 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. ($84.15K), Raymond James & Associates ($64.51K), LPL Financial LLC ($59.37K), Ameriprise Financial Inc. ($46.02K), Royal Bank of Canada ($42.44K), Commonwealth Equity Services LLC ($15.32K), and Wells Fargo & Company MN ($12.28K).

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

Institutional investors have sold a total of 389,844 shares in the last 24 months. This volume of shares sold represents approximately $37.65M in transactions.


This page (NYSEARCA:RFV) was last updated on 4/16/2024 by MarketBeat.com Staff

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