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

$1.014900070000004e+281T

% of Float Held

—

QoQ Change in Holders

+13 / -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
Stratos Wealth Advisors, LLCNew Position+79K+$10.1B
BANK OF AMERICA CORP /DE/Increased+2K+$5.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+38K+$4.0B
TWO SIGMA INVESTMENTS, LPNew Position+8K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+8K+$1.0B
Strategic Blueprint, LLCNew Position+7K+$919.0M
Saxony Capital Management, LLCNew Position+5K+$678.0M
Running Point Capital Advisors, LLCNew Position+5K+$606.0M
Twelve Points Wealth Management LLCNew Position+4K+$564.0M
J.W. COLE ADVISORS, INC.New Position+3K+$372.0M
ROYAL BANK OF CANADAIncreased+10K+$342.0M
VISTA INVESTMENT PARTNERS II, LLCNew Position+3K+$333.0M
FISCHER INVESTMENT STRATEGIES, LLCNew Position+2K+$300.0M
Reliant Investment Partners, LLCNew Position+2K+$283.0M
CoreCap Advisors, LLCNew Position+2K+$272.0M

RFV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-6K-$1.5B
GOLDMAN SACHS GROUP INCDecreased-6K-$1.3B
HARBOUR INVESTMENTS, INC.Decreased-415-$678.1M
Private Advisor Group, LLCDecreased-100-$501.7M
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
Cadent Capital Advisors, LLCDecreased-611-$82.0M
ELEVATION WEALTH PARTNERS, LLCClosed Position-650-$78.6M
Dale Q Rice Investment Management LtdDecreased-384-$46.2M
Focus Partners Advisor Solutions, LLCDecreased-9K-$1.7M
Cambridge Investment Research Advisors, Inc.Decreased-981-$661K
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-6-$304K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Stratos Wealth Advisors, LLC79,420$10.1B0.49%Share
2ROYAL BANK OF CANADA62,037$7.0B1.14%Share
3COMMONWEALTH EQUITY SERVICES, LLC37,557$4.0B5.33%Share
4BANK OF AMERICA CORP /DE/32,125$4.0B0.29%Share
5RAYMOND JAMES FINANCIAL INC26,850$3.0B0.93%Share
6RAYMOND JAMES FINANCIAL INC23,629$3.0B0.93%Share
7TWO SIGMA INVESTMENTS, LP8,300$1.0B1.41%Share
8AMERIPRISE FINANCIAL INC9,824$1.0B0.23%Share
9JONES FINANCIAL COMPANIES LLLP8,054$1.0B0.61%Share
10OSAIC HOLDINGS, INC.10,890$1.0B1.46%Share
11WELLS FARGO & COMPANY/MN8,858$1.0B0.18%Share
12BANK OF AMERICA CORP /DE/10,290$1.0B0.07%Share
13Strategic Blueprint, LLC7,192$919.0M0.05%Share
14Cadent Capital Advisors, LLC7,099$907.0M0.23%Share
15Axiom Financial Strategies, LLC5,858$748.0M0.31%Share
16Saxony Capital Management, LLC5,313$678.0M0.42%Share
17Stratos Wealth Partners, LTD.4,945$632.0M7.14%Share
18Running Point Capital Advisors, LLC4,742$606.0M0.17%Share
19UBS Group AG4,580$585.0M0.09%Share
20Twelve Points Wealth Management LLC4,210$564.0M0.13%Share
21J.W. COLE ADVISORS, INC.2,918$372.0M0.01%Share
22Dale Q Rice Investment Management Ltd2,882$368.0M0.26%Share
23S.A. Mason LLC2,820$360.0M0.14%Share
24VISTA INVESTMENT PARTNERS II, LLC2,613$333.0M0.14%Share
25FISCHER INVESTMENT STRATEGIES, LLC2,348$300.0M0.17%Share
26Reliant Investment Partners, LLC2,219$283.0M0.22%Share
27CoreCap Advisors, LLC2,133$272.0M0.01%Share
28INTEGRITY ALLIANCE, LLC.1,974$252.0M0.01%Share
29GREENLEAF TRUST1,825$233.0M2.14%Share
30Purus Wealth Management, LLC1,811$231.0M0.07%Share
31Geneos Wealth Management Inc.1,806$230.0M0.01%Share
32SAGESPRING WEALTH PARTNERS, LLC1,746$223.0M4.05%Share
33SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,737$222.0M0.00%Share
34STEPHENS INC /AR/1,600$204.0M2.54%Share
35FLAGSHIP HARBOR ADVISORS, LLC1,323$169.0M0.01%Share
36Golden State Wealth Management, LLC797$101.0M0.01%Share
37US BANCORP \DE\600$76.0M0.09%Share
38CREATIVE FINANCIAL DESIGNS INC /ADV496$63.0M0.00%Share
39AllSquare Wealth Management LLC345$44.0M0.02%Share
40MORGAN STANLEY178,187$22.0M0.00%Share
41LPL Financial LLC169,208$21.0M0.01%Share
42Farther Finance Advisors, LLC110$14.0M0.15%Share
43Sanctuary Advisors, LLC49,694$6.3M0.03%Share
44Archer Investment Corp44$5.0M0.00%Share
45Sanctuary Advisors, LLC40,470$4.9M0.03%Share
46Sanctuary Advisors, LLC39,109$4.5M0.03%Share
47Sanctuary Advisors, LLC39,109$4.5M0.03%Share
48Cetera Investment Advisers37,292$4.0M0.00%Share
49Merit Financial Group, LLC29,395$3.8M0.03%Share
50Cambridge Investment Research Advisors, Inc.19,761$2.0M0.01%Share

RFV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$47.2B+40
Q3 202549$48.5B-22
Q2 202571$63.8B-7
Q1 202578$90.1B+1
Q4 202477$1.7T+18
Q3 202459$18.0T-1
Q2 202460$11.3T+7
Q1 202453$708.1T—

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As of Q4 2025, 50 institutional investors hold RFV (Invesco S&P MidCap 400 Pure Value ETF). The largest holder is Stratos Wealth Advisors, LLC with $10.1B in shares. This quarter, 13 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 Stratos Wealth Advisors, LLC with $10.1B in shares.

Is institutional ownership of RFV increasing or decreasing?

This quarter, 13 institutions opened new positions in RFV and 2 closed their positions.