Who Owns RFV?
Invesco S&P MidCap 400 Pure Value ETF — Institutional Ownership & 13F Holdings
$138.59
+0.00 (+0.00%)
Market Cap
$309.0M
Shares Outstanding
2,087,118
Institutional Holders
76
Total Inst. Value
$100.6M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
13
Closed Positions
13
Increased
29
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.4M | 249 |
| 2 | MORGAN STANLEY | $17.6M | 154,650 |
| 3 | Stratos Wealth Advisors, LLC | $7.5M | 65,852 |
| 4 | ROYAL BANK OF CANADA | $5.6M | 49,175 |
| 5 | BANK OF AMERICA CORP /DE/ | $4.6M | 40,069 |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.3M | 37,735 |
| 7 | IMC-Chicago, LLCNew | $2.9M | 25,830 |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.6M | 22,565 |
| 9 | FIFTH THIRD SECURITIES, INC. | $2.4M | 21,277 |
| 10 | OSAIC HOLDINGS, INC. | $2.3M | 20,259 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +4K | $17.6M |
| Stratos Wealth Advisors, LLC | +7K | $7.5M |
| ROYAL BANK OF CANADA | +5K | $5.6M |
| IMC-Chicago, LLCNew | +26K | $2.9M |
| FIFTH THIRD SECURITIES, INC. | +759 | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -43K | $4.3M |
| AVANTAX ADVISORY SERVICES, INC. | -35K | $2K |
| LPL Financial LLC | -10K | $11K |
| Private Advisor Group, LLC | -2K | $769K |
| BANK OF AMERICA CORP /DE/ | -2K | $4.6M |
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Frequently Asked Questions
How many institutional investors hold RFV?
As of Q1 2025, 76 institutional investors report holding RFV (Invesco S&P MidCap 400 Pure Value ETF) in their 13F filings.
Which hedge fund owns the most RFV?
The largest institutional holder of RFV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $28.4M in shares.
Are institutions buying or selling RFV?
This quarter, 13 institutions opened new positions in RFV and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.