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

Invesco S&P 500 Pure Value ETF logo
$122.71 +0.47 (+0.38%)
As of 11:55 AM Eastern
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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)
94
Total
Institutional Inflows
(last 12 months)
$293.60M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$72.04M
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RPV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Breakwater Capital Group18,004$2.05M0.2%-2.4%0.135%
7/9/2026 Flaharty Asset Management LLC5,389$623K0.9%-91.3%0.041%
7/8/2026 Clark Asset Management LLC2,572$293K0.0%-21.8%0.019%
7/8/2026 Midwest Financial Network LLC4,775$544K0.4%+33.5%0.036%
7/8/2026 Hardin Capital Partners LLC13,337$1.52M0.7%+4.9%0.101%
7/7/2026 Financial Enhancement Group LLC9,324$1.06M0.1%-4.4%0.070%
7/7/2026 Moulton Wealth Management Inc.5,892$678K0.5%+61.6%0.044%
6/4/2026 Midwest Financial Network LLC3,577$384K0.3%N/A0.022%
6/3/2026 NewEdge Advisors LLC44,112$4.74M0.0%+133,572.7%0.268%
5/22/2026 Verus Capital Partners LLC8,537$917K0.1%+56.5%0.052%
5/20/2026 RMR Capital Management LLC14,317$1.54M1.1%+20.6%0.087%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors63,665$6.84M0.1%+2.4%0.387%
5/18/2026Royal Bank of Canada37,139$3.99M0.0%-10.3%0.226%
5/15/2026 Gateway Wealth Partners LLC25,863$2.78M0.1%+240.8%0.157%
5/15/2026 Everest Financial Group LLC7,461$801K0.1%N/A0.045%
5/13/2026 Cetera Investment Advisers46,234$4.97M0.0%-26.6%0.281%
5/7/2026 Balefire LLC15,772$1.69M0.3%N/A0.096%
5/7/2026 AlphaCentric Advisors LLC23,882$2.57M2.6%+38.8%0.145%
5/6/2026 IMA Advisory Services Inc.4,079$438K0.0%-3.3%0.025%
5/6/2026 Assetmark Inc.708,912$76.13M0.2%+169,496.2%4.312%
5/6/2026 Independent Financial Group LLC2,087$224K0.0%N/A0.013%
5/5/2026 Ethos Financial Group LLC6,695$709K0.1%-2.7%0.041%
5/2/2026 Diversify Wealth Management LLC1,945$214K0.0%N/A0.012%
5/1/2026 Fifth Third Bancorp12,025$1.29M0.0%N/A0.073%
4/30/2026 Kestra Advisory Services LLC33,584$3.61M0.0%+0.4%0.205%
4/30/2026 Money Concepts Capital Corp14,575$1.57M0.1%+2.4%0.089%
4/30/2026 Fidelity D & D Bancorp Inc.195,694$21.02M8.4%+9.0%1.196%
4/29/2026 Montag A & Associates Inc.33,103$3.56M0.2%-4.8%0.202%
4/28/2026 Ascentis Independent Advisors450$48K0.0%N/A0.003%
4/28/2026 Peak Financial Management Inc.105,457$11.33M2.9%+2.3%0.647%
4/27/2026 PAX Financial Group LLC11,715$1.26M0.2%N/A0.072%
4/27/2026 4WEALTH Advisors Inc.5,746$608K0.5%+81.7%0.035%
4/24/2026 Wealth Care LLC12,488$1.34M1.2%N/A0.077%
4/23/2026 Apollon Wealth Management LLC3,607$387K0.0%-24.4%0.022%
4/21/2026 RCS Financial Planning LLC2,843$305K0.2%N/A0.017%
4/21/2026 Armbruster Capital Management Inc.370,013$39.74M6.5%+4.4%2.258%
4/21/2026 Silver Oak Securities Incorporated21,392$2.30M0.2%+1.2%0.131%
4/20/2026 Financial Enhancement Group LLC9,752$1.07M0.1%-2.5%0.059%
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4/20/2026 Breakwater Capital Group18,452$1.98M0.3%-1.2%0.113%
4/20/2026 MBM Wealth Consultants LLC336$36K0.0%N/A0.002%
4/18/2026 Legacy Wealth Partners LLC15,650$1.68M0.4%N/A0.095%
4/16/2026 Waystone Advisors LLC3,344$359K0.3%N/A0.020%
4/15/2026 Nations 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%
2/19/2026 Corient Private Wealth LLC6,137$634K0.0%-23.5%0.039%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC3,019$312K0.0%-7.7%0.019%
2/17/2026&PARTNERS3,531$365K0.0%+25.3%0.022%
2/17/2026 Blair 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%
2/16/2026 Arax Advisory Partners1,320$136K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC33,452$3.46M0.0%-1.9%0.213%
2/13/2026 Stifel 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%
2/13/2026 Arkadios Wealth Advisors62,178$6.43M0.1%-18.1%0.395%
2/13/2026MorganRosel Wealth Management LLC75,036$7.76M1.9%+1.6%0.477%
2/13/2026 Integrated 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%
2/12/2026 Commonwealth Equity Services LLC56,985$5.89M0.0%-3.5%0.362%
2/12/2026 Tocqueville Asset Management L.P.3,196$330K0.0%N/A0.020%
2/12/2026Renaissance Technologies LLC12,500$1.29M0.0%-30.2%0.079%
2/12/2026 RMR Capital Management LLC11,874$1.23M0.9%-12.2%0.075%
2/12/2026 IFC & Insurance Marketing Inc.301$31K0.0%N/A0.002%
2/12/2026 AlphaCentric Advisors LLC17,209$1.78M1.7%N/A0.109%
2/11/2026 Janney Montgomery Scott LLC4,721$488K0.0%+2.7%0.030%
2/11/2026Strategic Advocates LLC288,160$29.96M7.7%+4.4%1.831%
2/11/2026 Cookson Peirce & Co. Inc.9,609$993K0.0%-2.2%0.061%
2/11/2026 Verus Capital Partners LLC5,456$564K0.0%N/A0.035%
2/10/2026 Essex Financial Services Inc.6,565$679K0.0%+10.1%0.042%
2/10/2026 Rothschild Investment LLC62,434$6.45M0.4%-3.7%0.397%
2/10/2026 Northwestern Mutual Wealth Management Co.24,078$2.49M0.0%-1.3%0.153%
2/9/2026 Integrity Alliance LLC.30,233$3.13M0.1%N/A0.192%
2/9/2026Valued Retirements Inc.9,118$942K0.9%+82.2%0.058%
2/9/2026 Cary Street Partners Financial LLC4,806$497K0.0%-2.3%0.031%
2/9/2026 Fidelity D & D Bancorp Inc.179,531$18.56M8.0%+95.7%1.141%
2/9/2026 New England Private Wealth Advisors LLC346,868$35.87M2.1%+2,001.6%2.204%
2/6/2026 Condor Capital Management17,727$1.83M0.1%-0.6%0.113%
2/6/2026 Ignite Planners LLC2,569$276K0.0%N/A0.016%
2/6/2026 Flaharty Asset Management LLC60,294$6.29M0.8%N/A0.383%
2/6/2026 PNC Financial Services Group Inc.371$38K0.0%-34.6%0.002%
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2/6/2026Larson Financial Group LLC740$76K0.0%N/A0.005%
2/6/2026 HighTower Advisors LLC120,399$12.44M0.0%-2.4%0.765%
2/5/2026 AlphaCore Capital LLC22,975$2.38M0.1%N/A0.146%
2/5/2026 Northwestern Mutual Wealth Management Co.234,437$24.23M0.0%+861.4%1.489%
2/5/2026 ACR Alpine Capital Research LLC352,994$36.49M0.6%N/A2.243%
2/5/2026 Allworth Financial LP2,635$272K0.0%+5.2%0.017%
2/5/2026 Stonebridge Financial Planning Group LLC7,544$780K0.3%-7.9%0.048%
2/4/2026 Money Concepts Capital Corp14,239$1.47M0.1%+0.7%0.089%
2/3/2026 International Assets Investment Management LLC854$88K0.0%N/A0.005%
2/3/2026 Plan Group Financial LLC9,732$1.01M0.3%-18.6%0.061%


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 161 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 2,839,293 shares in the last 24 months. This purchase volume represents approximately $293.60M in transactions.

Of the 66 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 ($98.55K), BNP Paribas Financial Markets ($60.51K), Flaharty Asset Management LLC ($56.36K), UBS Group AG ($38.50K), Royal Bank of Canada ($34.52K), and Ameriprise Financial Inc. ($23.63K).

Institutional investors have sold a total of 698,668 shares in the last 24 months. This volume of shares sold represents approximately $72.04M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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