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

$128.14 +1.50 (+1.18%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$39.93M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.73M
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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
1/15/2025 Arkadios Wealth Advisors3,493$424K0.0%+12.7%0.129%
1/13/2025 Dale Q Rice Investment Management Ltd9,114$1.11M0.5%N/A0.336%
1/13/2025 Matrix 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%
10/28/2024Focus 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%
7/29/2024 Arkadios 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%
7/22/2024Focus Financial Network Inc.7,570$886K0.0%-4.9%0.279%
7/19/2024Raymond James & Associates90,022$10.06M0.0%+10.7%3.322%
7/19/2024 Well 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%
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5/4/20249258 Wealth Management LLC2,819$336K0.1%N/A0.104%
5/1/2024Concourse Financial Group Securities Inc.4,642$554K0.0%-24.9%0.171%
4/30/2024Private Advisor Group LLC21,035$2.51M0.0%+5.7%0.776%
4/29/2024Commonwealth Equity Services LLC59,816$7.14M0.0%+3.3%2.207%
4/25/2024Cambridge Investment Research Advisors Inc.32,070$3.83M0.0%+10.4%1.183%
4/23/2024Raymond James Financial Services Advisors Inc.73,751$8.80M0.0%-34.1%2.721%
4/22/2024Raymond James & Associates81,330$9.70M0.0%+1,754.7%3.001%
4/19/2024ZRC Wealth Management LLC2,550$304K0.2%-13.6%0.094%
4/12/2024Systelligence LLC78,835$9.40M2.5%+2.6%3.205%
2/14/2024VitalStone Financial LLC1,749$204K0.2%N/A0.071%
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%
2/9/2024Advisory 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%
2/8/2024Level 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%
2/1/2024 PSI 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%
1/12/2024 Redhawk 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%
1/8/2024Systelligence LLC76,812$8.94M2.4%-8.0%3.122%
11/16/2023Harbour Investments Inc.4,173$411K0.0%+106.0%0.170%
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%
11/9/2023Fischer Investment Strategies LLC111,559$10.99M11.2%-5.3%4.535%
11/3/2023Private Advisor Group LLC20,650$2.03M0.0%N/A0.839%
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%
10/13/2023 PSI Advisors LLC1,462$144K0.1%-13.3%0.059%
10/10/2023Phocas Financial Corp.2,950$291K0.0%+7.3%0.120%
10/10/2023Systelligence LLC83,509$8.23M2.3%N/A3.395%
10/5/2023QP Wealth Management LLC3,013$297K0.5%+4.0%0.122%
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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%
8/3/2023Thoroughbred Financial Services LLC2,078$214K0.0%N/A0.084%
8/3/2023CWM 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%
(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, 76 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), Systelligence LLC ($8.83M), Raymond James Financial Services Advisors Inc. ($8.80M), LPL Financial LLC ($8.63M), Commonwealth Equity Services LLC ($7.33M), Raymond James & Associates ($7.22M), and Stratos Wealth Advisors LLC ($6.55M).Learn more on RFV's institutional investors.

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

Of the 69 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. ($190.11K), Systelligence LLC ($85.69K), Raymond James & Associates ($85.64K), Stratos Wealth Advisors LLC ($52.57K), Avantax Advisory Services Inc. ($46.11K), LPL Financial LLC ($43.40K), and Commonwealth Equity Services LLC ($40.61K).

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

Institutional investors have bought a total of 1,116,424 shares in the last 24 months. This purchase volume represents approximately $115.44M in transactions.

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

Of the 27 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. ($121.88K), Raymond James & Associates ($93.60K), LPL Financial LLC ($59.07K), Cambridge Investment Research Advisors Inc. ($14.21K), Private Advisor Group LLC ($12.16K), Systelligence LLC ($6.70K), and Fischer Investment Strategies LLC ($6.20K).

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

Institutional investors have sold a total of 340,884 shares in the last 24 months. This volume of shares sold represents approximately $35.37M in transactions.


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This page (NYSEARCA:RFV) was last updated on 1/22/2025 by MarketBeat.com Staff
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