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Invesco S&P 500 Pure Value ETF (RPV) Institutional Ownership

Invesco S&P 500 Pure Value ETF logo
$118.49 +0.76 (+0.65%)
Closing price 04:10 PM Eastern
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$118.49 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$268.57M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$71.50M
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RPV Institutional Buying and Selling by Quarter

Invesco S&P 500 Pure Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Moulton Wealth Management Inc.8,448$973K0.7%N/A0.059%
10/13/2026Midwest Financial Network LLC13,516$1.55M1.1%+183.1%0.095%
10/9/2026Breakwater Capital Group17,567$2.02M0.2%-2.4%0.122%
10/9/2026Hardin Capital Partners LLC13,570$1.56M0.7%+1.7%0.095%
10/8/2026Financial Enhancement Group LLC9,117$1.06M0.1%N/A0.064%
10/8/2026Farther Finance Advisors LLC1,832$210K0.0%+69.2%0.013%
10/8/2026Apella Capital LLC6,488$753K0.0%N/A0.045%
10/8/2026Ayalon Insurance Comp Ltd.7,293$837K0.1%N/A0.051%
9/23/2026Envestnet Asset Management Inc.92,363$10.51M0.0%-20.2%0.645%
9/9/2026Integrated Wealth Concepts LLC39,542$4.50M0.0%+3.9%0.283%
9/9/2026NewEdge Advisors LLC52,878$6.02M0.0%+19.9%0.379%
9/9/2026IFP Advisors Inc2,143$244K0.0%+245.1%0.015%
9/8/2026Paragon Capital Management Ltd5,937$676K0.1%+86.3%0.043%
8/27/2026Corient Private Wealth LP5,934$676K0.0%-35.4%0.043%
8/22/2026Compass Financial Management LLC213$26K0.0%N/A0.002%
8/22/2026Valued Retirements Inc.10,657$1.21M1.1%-1.9%0.076%
7/9/2026Breakwater Capital Group18,004$2.05M0.2%-2.4%0.135%
7/9/2026Flaharty Asset Management LLC5,389$623K0.9%-91.3%0.041%
7/8/2026Clark Asset Management LLC2,572$293K0.0%-21.8%0.019%
7/8/2026Midwest Financial Network LLC4,775$544K0.4%+33.5%0.036%
7/8/2026Hardin Capital Partners LLC13,337$1.52M0.7%+4.9%0.101%
7/7/2026Financial Enhancement Group LLC9,324$1.06M0.1%-4.4%0.070%
7/7/2026Moulton Wealth Management Inc.5,892$678K0.5%+61.6%0.044%
6/4/2026Midwest Financial Network LLC3,577$384K0.3%N/A0.022%
6/3/2026NewEdge Advisors LLC44,112$4.74M0.0%+133,572.7%0.268%
5/22/2026Verus Capital Partners LLC8,537$917K0.1%+56.5%0.052%
5/20/2026RMR Capital Management LLC14,317$1.54M1.1%+20.6%0.087%
5/19/2026NewEdge Advisors LLC15,651$1.68M0.0%+47,327.3%0.095%
5/19/2026Bank of America Corp DE1,225,959$131.66M0.0%-4.8%7.457%
5/19/2026Arkadios Wealth Advisors63,665$6.84M0.1%+2.4%0.387%
5/18/2026Royal Bank of Canada37,139$3.99M0.0%-10.3%0.226%
5/15/2026Gateway Wealth Partners LLC25,863$2.78M0.1%+240.8%0.157%
5/15/2026Everest Financial Group LLC7,461$801K0.1%N/A0.045%
5/13/2026Cetera Investment Advisers46,234$4.97M0.0%-26.6%0.281%
5/7/2026Balefire LLC15,772$1.69M0.3%N/A0.096%
5/7/2026AlphaCentric Advisors LLC23,882$2.57M2.6%+38.8%0.145%
5/6/2026IMA Advisory Services Inc.4,079$438K0.0%-3.3%0.025%
5/6/2026Assetmark Inc.708,912$76.13M0.2%+169,496.2%4.312%
5/6/2026Independent Financial Group LLC2,087$224K0.0%N/A0.013%
5/5/2026Ethos Financial Group LLC6,695$709K0.1%-2.7%0.041%
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5/2/2026Diversify Wealth Management LLC1,945$214K0.0%N/A0.012%
5/1/2026Fifth Third Bancorp12,025$1.29M0.0%N/A0.073%
4/30/2026Kestra Advisory Services LLC33,584$3.61M0.0%+0.4%0.205%
4/30/2026Money Concepts Capital Corp14,575$1.57M0.1%+2.4%0.089%
4/30/2026Fidelity D & D Bancorp Inc.195,694$21.02M8.4%+9.0%1.196%
4/29/2026Montag A & Associates Inc.33,103$3.56M0.2%-4.8%0.202%
4/28/2026Ascentis Independent Advisors450$48K0.0%N/A0.003%
4/28/2026Peak Financial Management Inc.105,457$11.33M2.9%+2.3%0.647%
4/27/2026PAX Financial Group LLC11,715$1.26M0.2%N/A0.072%
4/27/20264WEALTH Advisors Inc.5,746$608K0.5%+81.7%0.035%
4/24/2026Wealth Care LLC12,488$1.34M1.2%N/A0.077%
4/23/2026Apollon Wealth Management LLC3,607$387K0.0%-24.4%0.022%
4/21/2026RCS Financial Planning LLC2,843$305K0.2%N/A0.017%
4/21/2026Armbruster Capital Management Inc.370,013$39.74M6.5%+4.4%2.258%
4/21/2026Silver Oak Securities Incorporated21,392$2.30M0.2%+1.2%0.131%
4/20/2026Financial Enhancement Group LLC9,752$1.07M0.1%-2.5%0.059%
4/20/2026Breakwater Capital Group18,452$1.98M0.3%-1.2%0.113%
4/20/2026MBM Wealth Consultants LLC336$36K0.0%N/A0.002%
4/18/2026Legacy Wealth Partners LLC15,650$1.68M0.4%N/A0.095%
4/16/2026Waystone Advisors LLC3,344$359K0.3%N/A0.020%
4/15/2026Nations Financial Group Inc. IA ADV6,134$659K0.0%+3.6%0.038%
3/17/2026Rockefeller Capital Management L.P.6,900$713K0.0%+5.8%0.044%
2/19/2026Invesco Ltd.134,431$13.90M0.0%-3.7%0.854%
2/19/2026Corient Private Wealth LLC6,137$634K0.0%-23.5%0.039%
2/17/2026Cetera Investment Advisers63,005$6.51M0.0%+257.4%0.400%
2/17/2026Equitable Holdings Inc.7,364$761K0.0%+5.6%0.047%
2/17/2026Regal Investment Advisors LLC3,689$381K0.0%-18.1%0.023%
2/17/2026Osaic Holdings Inc.81,745$8.45M0.0%-2.3%0.519%
2/17/2026Advisory Services Network LLC3,019$312K0.0%-7.7%0.019%
2/17/2026&PARTNERS3,531$365K0.0%+25.3%0.022%
2/17/2026Blair William & Co. IL1,183$122K0.0%-29.7%0.008%
2/17/2026Royal Bank of Canada41,415$4.28M0.0%-42.2%0.263%
2/16/2026Mariner LLC8,455$874K0.0%+41.7%0.054%
2/16/2026Arax Advisory Partners1,320$136K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC33,452$3.46M0.0%-1.9%0.213%
2/13/2026Stifel Financial Corp14,553$1.50M0.0%-3.9%0.092%
2/13/2026Advyzon Investment Management LLC5,349$553K0.1%N/A0.034%
2/13/2026Morgan Stanley1,595,954$164.96M0.0%+14.4%10.139%
2/13/2026Arkadios Wealth Advisors62,178$6.43M0.1%-18.1%0.395%
2/13/2026MorganRosel Wealth Management LLC75,036$7.76M1.9%+1.6%0.477%
2/13/2026Integrated Wealth Concepts LLC34,923$3.61M0.0%+2.4%0.222%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC428$44K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN100,403$10.38M0.0%+9.1%0.638%
2/12/2026Orion Porfolio Solutions LLC6,198$641K0.0%-53.7%0.039%
2/12/2026Commonwealth Equity Services LLC56,985$5.89M0.0%-3.5%0.362%
2/12/2026Tocqueville Asset Management L.P.3,196$330K0.0%N/A0.020%
2/12/2026Renaissance Technologies LLC12,500$1.29M0.0%-30.2%0.079%
2/12/2026RMR Capital Management LLC11,874$1.23M0.9%-12.2%0.075%
2/12/2026IFC & Insurance Marketing Inc.301$31K0.0%N/A0.002%
2/12/2026AlphaCentric Advisors LLC17,209$1.78M1.7%N/A0.109%
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2/11/2026Janney Montgomery Scott LLC4,721$488K0.0%+2.7%0.030%
2/11/2026Strategic Advocates LLC288,160$29.96M7.7%+4.4%1.831%
2/11/2026Cookson Peirce & Co. Inc.9,609$993K0.0%-2.2%0.061%
2/11/2026Verus Capital Partners LLC5,456$564K0.0%N/A0.035%
2/10/2026Essex Financial Services Inc.6,565$679K0.0%+10.1%0.042%
2/10/2026Rothschild Investment LLC62,434$6.45M0.4%-3.7%0.397%
2/10/2026Northwestern Mutual Wealth Management Co.24,078$2.49M0.0%-1.3%0.153%
2/9/2026Integrity Alliance LLC.30,233$3.13M0.1%N/A0.192%
2/9/2026Valued Retirements Inc.9,118$942K0.9%+82.2%0.058%
2/9/2026Cary Street Partners Financial LLC4,806$497K0.0%-2.3%0.031%


RPV Institutional Ownership - Frequently Asked Questions

During the previous two years, 210 institutional investors and hedge funds held shares of Invesco S&P 500 Pure Value ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($1.18B), Morgan Stanley ($164.96M), Bank of America Corp DE ($131.66M), Bank of New York Mellon Corp ($123.27M), Principal Financial Group Inc. ($97.49M), Assetmark Inc. ($76.13M), and Armbruster Capital Management Inc. ($39.74M).Learn more on Invesco S&P 500 Pure Value ETF's institutional investors.

Of the 164 institutional investors that purchased Invesco S&P 500 Pure Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($12.61M), Principal Financial Group Inc. ($2.28M), Strategic Financial Concepts LLC ($931.55K), Assetmark Inc. ($712.79K), ACR Alpine Capital Research LLC ($494.23K), New England Private Wealth Advisors LLC ($346.87K), and Mount Lucas Management LP ($273.75K).

Institutional investors have bought a total of 2,559,930 shares in the last 24 months. This purchase volume represents approximately $268.57M in transactions.

Of the 67 institutional investors that sold Invesco S&P 500 Pure Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($203K), Bank of America Corp DE ($86.14K), BNP Paribas Financial Markets ($60.51K), Flaharty Asset Management LLC ($56.36K), UBS Group AG ($38.50K), Royal Bank of Canada ($34.52K), and Envestnet Asset Management Inc. ($25.62K).

Institutional investors have sold a total of 686,981 shares in the last 24 months. This volume of shares sold represents approximately $71.50M in transactions.



Institutional ownership data for NYSEARCA:RPV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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