Who Owns Invesco S&P MidCap 400 Pure Value ETF (RFV)?Hedge Fund & Institutional Holders

$126.22-0.36 (-0.28%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.200021000101497e+170T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$97.97$109.17$120.37$131.57$142.77Sep 24Jun 25Mar 26

RFV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+168K+$20.2M
Stratos Wealth Advisors, LLCNew Position+79K+$10.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+38K+$4.0M
Merit Financial Group, LLCNew Position+29K+$3.8M
BNB Wealth Management, LLCNew Position+11K+$1.4M
TWO SIGMA INVESTMENTS, LPNew Position+8K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+13K+$1.0M
JONES FINANCIAL COMPANIES LLLPNew Position+8K+$1.0M
Strategic Blueprint, LLCNew Position+7K+$919K
Saxony Capital Management, LLCNew Position+5K+$678K
Running Point Capital Advisors, LLCNew Position+5K+$606K
Twelve Points Wealth Management LLCNew Position+4K+$564K
Greenline Wealth Management LLCNew Position+4K+$521K
Unified Investment ManagementNew Position+4K+$471K
J.W. COLE ADVISORS, INC.New Position+3K+$372K

RFV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners Advisor Solutions, LLCDecreased-9K-$2.7B
OSAIC HOLDINGS, INC.Decreased-6K-$2.5B
GOLDMAN SACHS GROUP INCDecreased-6K-$1.3B
Cadent Capital Advisors, LLCDecreased-611-$988.1M
HARBOUR INVESTMENTS, INC.Decreased-415-$678.1M
Private Advisor Group, LLCDecreased-100-$501.7M
Dale Q Rice Investment Management LtdDecreased-384-$413.9M
FIFTH THIRD SECURITIES, INC.Decreased-12-$389.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-2K-$254.0M
Rockefeller Capital Management L.P.Decreased-206-$185.2M
IFP Advisors, IncDecreased-13-$137.5M
NewEdge Advisors, LLCDecreased-43-$104.8M
ELEVATION WEALTH PARTNERS, LLCClosed Position-650-$78.6M
Cambridge Investment Research Advisors, Inc.Decreased-981-$661K
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-6-$304K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY178,187$22.0M0.00%Share
2LPL Financial LLC169,208$21.0M0.01%Share
3Stratos Wealth Advisors, LLC79,420$10.1M0.49%Share
4ROYAL BANK OF CANADA62,037$7.0M0.00%Share
5Sanctuary Advisors, LLC49,694$6.3M0.03%Share
6Sanctuary Advisors, LLC40,470$4.9M0.03%Share
7Sanctuary Advisors, LLC39,109$4.5M0.03%Share
8Sanctuary Advisors, LLC39,109$4.5M0.03%Share
9BANK OF AMERICA CORP /DE/32,125$4.0M0.00%Share
10Cetera Investment Advisers37,292$4.0M0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC37,557$4.0M0.01%Share
12Merit Financial Group, LLC29,395$3.8M0.03%Share
13RAYMOND JAMES FINANCIAL INC23,629$3.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC26,850$3.0M0.00%Share
15Kingsview Wealth Management, LLC19,277$2.0M0.03%Share
16Cambridge Investment Research Advisors, Inc.19,761$2.0M0.01%Share
17BNB Wealth Management, LLC10,963$1.4M0.90%Share
18AMERIPRISE FINANCIAL INC9,824$1.0M0.00%Share
19BANK OF AMERICA CORP /DE/10,290$1.0M0.00%Share
20JONES FINANCIAL COMPANIES LLLP8,054$1.0M0.00%Share
21TWO SIGMA INVESTMENTS, LP8,300$1.0M0.00%Share
22Kestra Advisory Services, LLC9,314$1.0M0.00%Share
23Focus Partners Advisor Solutions, LLC12,095$1.0M0.01%Share
24ENVESTNET ASSET MANAGEMENT INC12,878$1.0M0.00%Share
25WELLS FARGO & COMPANY/MN8,858$1.0M0.00%Share
26MML INVESTORS SERVICES, LLC11,440$1.0M0.00%Share
27OSAIC HOLDINGS, INC.10,890$1.0M0.00%Share
28Strategic Blueprint, LLC7,192$919K0.05%Share
29Cadent Capital Advisors, LLC7,099$907K0.23%Share
30Axiom Financial Strategies, LLC5,858$748K0.31%Share
31Saxony Capital Management, LLC5,313$678K0.42%Share
32Stratos Wealth Partners, LTD.4,945$632K0.01%Share
33HARBOUR INVESTMENTS, INC.4,876$623K0.01%Share
34Running Point Capital Advisors, LLC4,742$606K0.17%Share
35UBS Group AG4,580$585K0.00%Share
36Twelve Points Wealth Management LLC4,210$564K0.13%Share
37Greenline Wealth Management LLC4,081$521K0.54%Share
38Unified Investment Management3,688$471K0.47%Share
39FIFTH THIRD SECURITIES, INC.3,030$387K0.03%Share
40J.W. COLE ADVISORS, INC.2,918$372K0.01%Share
41Dale Q Rice Investment Management Ltd2,882$368K0.26%Share
42S.A. Mason LLC2,820$360K0.14%Share
43VISTA INVESTMENT PARTNERS II, LLC2,613$333K0.14%Share
44FISCHER INVESTMENT STRATEGIES, LLC2,348$300K0.17%Share
45Reliant Investment Partners, LLC2,219$283K0.22%Share
46CoreCap Advisors, LLC2,133$272K0.01%Share
47INTEGRITY ALLIANCE, LLC.1,974$252K0.01%Share
48GREENLEAF TRUST1,825$233K0.00%Share
49Purus Wealth Management, LLC1,811$231K0.07%Share
50Geneos Wealth Management Inc.1,806$230K0.01%Share

RFV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$129.8M+40
Q3 202549$80.3B-22
Q2 202571$56.9B-7
Q1 202578$84.0B+1
Q4 202477$12.8T+18
Q3 202459$62.5T-1
Q2 202460$82.7T+7
Q1 202453$84.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold RFV (Invesco S&P MidCap 400 Pure Value ETF). The largest holder is MORGAN STANLEY with $22.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own RFV?

As of Q4 2025, 50 institutional investors report holding RFV (Invesco S&P MidCap 400 Pure Value ETF) in their 13F filings.

Who is the largest institutional holder of RFV?

The largest institutional holder of RFV is MORGAN STANLEY with $22.0M in shares.

Is institutional ownership of RFV increasing or decreasing?

This quarter, 15 institutions opened new positions in RFV and 2 closed their positions.