Who owns RFV?
Invesco S&P MidCap 400 Pure Value ETF · Invesco
96 institutions reported holding RFV, worth $143.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RFV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $26.3M | 183,662 | +2,138 shares |
| LPL Financial LLC | Fort Mill, SC | $24.6M | 172,386 | +6,501 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $11.1M | 77,650 | +6,170 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $7.0M | 49,184 | +799 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.0M | 48,964 | −664 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.5M | 45,183 | −389 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.2M | 36,393 | −119 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.2M | 29,636 | +12,788 shares |
| Bank of America Corp. | Charlotte, NC | $3.9M | 27,164 | −470 shares |
| Wells Fargo & Company | San Francisco, CA | $3.4M | 23,607 | +552 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RFV?
96 institutional managers reported holding RFV in Form 13F filings for June 30, 2026, worth $143.3M in total. The largest reported position was held by Morgan Stanley, at $26.3M.
Did institutions buy or sell RFV last quarter?
Reported 13F value rose 14.4% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RFV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.