INVESCO S&P MIDCAP 400 PURE RFV
$142.43
-0.2% 52w: $116.44 – $146.22
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data116.44131.33146.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
85
-3 QoQ
13F value
$125.4M
-6.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RFV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 181.5K | $23.6M | 0.0% | +1.8% |
| LPL Financial LLC | Bank broker | 165.9K | $21.6M | 0.0% | -2.0% |
| ROYAL BANK OF CANADA | Bank broker | 71.5K | $9.3M | 0.0% | +15.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 49.6K | $6.5M | 0.0% | -1.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 48.4K | $6.3M | 0.0% | -2.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 45.6K | $5.9M | 0.0% | +21.3% |
| Cetera Investment Advisers | Wealth advisor | 36.5K | $4.7M | 0.0% | -2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 27.6K | $3.6M | 0.0% | -35.9% |
| Merit Financial Group, LLC | Wealth advisor | 25.8K | $3.4M | 0.0% | -12.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 23.1K | $3.0M | 0.0% | +47.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 19.5K | $2.5M | 0.0% | +1.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.8K | $2.2M | 0.0% | -14.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 14.4K | $1.9M | 0.0% | +11.6% |
| Axiom Financial Strategies, LLC | Wealth advisor | 13.4K | $1.7M | 0.6% | +128.3% |
| BNB Wealth Management, LLC | Wealth advisor | 12.1K | $1.6M | 1.0% | +10.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 11.6K | $1.5M | 0.0% | -4.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.4K | $1.5M | 0.0% | -17.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 9.7K | $1.3M | 0.0% | +3.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.4K | $1.2M | 0.0% | +17.2% |
| Advisory Services Network, LLC | Diversified mechanical | 9.1K | $1.2M | 0.0% | +21.8% |
| Saxony Capital Management, LLC | Wealth advisor | 9.0K | $1.2M | 0.7% | +69.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 8.6K | $1.1M | 0.0% | -25.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.3K | $1.1M | 0.0% | -15.6% |
| Strategic Blueprint, LLC | Wealth advisor | 8.0K | $1.0M | 0.1% | +11.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 6.3K | $814K | 0.0% | +26.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 5.3K | $684K | 0.0% | -10.1% |
| UBS Group AG | Bank broker | 5.2K | $670K | 0.0% | +12.6% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 5.2K | $670K | 0.0% | -93.5% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 5.1K | $667K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 5.0K | $654K | 0.0% | +3.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.9K | $643K | 0.0% | +12.6% |
| Cerity Partners LLC | Diversified mechanical | 4.7K | $616K | 0.0% | New |
| Geneos Wealth Management Inc. | Wealth advisor | 4.7K | $609K | 0.0% | +159.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 4.3K | $563K | 0.0% | +20.9% |
| Twelve Points Wealth Management LLC | Wealth advisor | 4.2K | $547K | 0.1% | 0.0% |
| Unified Investment Management | Other | 4.1K | $528K | 0.5% | +10.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.0K | $525K | 0.0% | +11.2% |
| Arkadios Wealth Advisors | Wealth advisor | 3.9K | $508K | 0.0% | Held |
| Waverly Advisors, LLC | Wealth advisor | 3.8K | $498K | 0.0% | +0.4% |
| Creative Planning | Wealth advisor | 3.7K | $476K | 0.0% | -19.6% |
| Private Advisor Group, LLC | Wealth advisor | 3.6K | $468K | 0.0% | -5.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 3.0K | $385K | 0.0% | +3.0% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 2.9K | $381K | 0.0% | +0.5% |
| Dale Q Rice Investment Management Ltd | Wealth advisor | 2.9K | $372K | 0.3% | -0.6% |
| S.A. Mason LLC | Other | 2.8K | $367K | 0.1% | Held |
| Fifth Third Securities, Inc. | Wealth advisor | 2.7K | $348K | 0.0% | -11.7% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 2.7K | $345K | 0.0% | +34.4% |
| Kelman-Lazarov, Inc. | Wealth advisor | 2.4K | $312K | 0.0% | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 2.4K | $305K | 0.0% | -0.4% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 2.3K | $299K | 0.0% | -3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.