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Invesco S&P 500 Pure Value ETF (RPV) Institutional Ownership

$85.63
+1.69 (+2.01%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$303.92M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$617.03M
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RPV Institutional Buying and Selling by Quarter

Invesco S&P 500 Pure Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2024 BigSur Wealth Management LLC49,687$4.39M1.4%-4.8%0.205%
5/17/2024 National Wealth Management Group LLC3,994$353K0.3%-8.2%0.016%
5/17/2024 Comerica Bank11,765$1.04M0.0%+2.6%0.048%
5/16/2024 B. Riley Wealth Advisors Inc.7,751$685K0.0%+7.9%0.032%
5/10/2024 Spirepoint Private Client LLC8,506$752K0.1%N/A0.035%
5/9/2024 Delos Wealth Advisors LLC2,306$204K0.2%-14.8%0.010%
5/9/2024 Blair William & Co. IL2,559$226K0.0%-18.1%0.011%
5/9/2024 Condor Capital Management22,035$1.95M0.2%-16.0%0.091%
5/9/2024 WP Advisors LLC101,514$8.98M2.9%-7.1%0.418%
5/8/2024 Avantax Advisory Services Inc.10,240$906K0.0%+2.5%0.042%
5/8/2024 New Republic Capital LLC1,001$89K0.1%+60.9%0.004%
5/7/2024 Concurrent Investment Advisors LLC11,930$1.06M0.0%+21.4%0.049%
5/7/2024 Montag A & Associates Inc.29,870$2.64M0.1%-7.7%0.123%
5/7/2024 WealthPLAN Partners LLC5,457$483K0.1%-15.2%0.022%
5/6/2024 ACR Alpine Capital Research LLC40,755$3.60M0.1%-96.0%0.168%
5/4/2024 SPC Financial Inc.14,220$1.26M0.1%+29.0%0.059%
5/3/2024 WealthTrust Asset Management LLC3,363$297K0.2%-14.7%0.014%
5/2/2024 Salomon & Ludwin LLC2,574$228K0.0%-37.4%0.011%
5/2/2024 FinTrust Capital Advisors LLC63,337$5.60M1.1%-5.6%0.261%
5/2/2024 Almanack Investment Partners LLC.9,191$813K0.1%-74.4%0.038%
5/1/2024 Janney Montgomery Scott LLC4,280$379K0.0%+14.4%0.017%
5/1/2024 BNP Paribas Financial Markets49,000$4.33M0.0%N/A0.200%
5/1/2024 Wambolt & Associates LLC6,334$556K0.2%-17.9%0.026%
4/30/2024 Private Advisor Group LLC20,433$1.81M0.0%-23.6%0.084%
4/30/2024 Saxony Capital Management LLC15,905$1.41M1.7%-29.7%0.065%
4/30/2024Concord Wealth Partners23,460$2.08M0.4%-25.5%0.096%
4/30/2024 Arkadios Wealth Advisors102,552$9.07M0.7%-1.6%0.419%
4/29/2024Commonwealth Equity Services LLC84,645$7.49M0.0%-31.8%0.346%
4/29/2024 PBMares Wealth Management LLC5,633$498K0.1%-6.2%0.023%
4/26/2024 Plan Group Financial LLC15,388$1.36M0.9%-5.3%0.063%
4/26/2024 Planned Solutions Inc.45,048$3.98M2.0%-0.5%0.184%
4/25/2024 Cambridge Investment Research Advisors Inc.70,385$6.23M0.0%-73.7%0.288%
4/24/2024 SOL Capital Management CO48,524$4.29M0.5%-24.1%0.198%
4/23/2024 Global Retirement Partners LLC2,572$227K0.0%-32.4%0.011%
4/23/2024 United Asset Strategies Inc.57,236$5.06M0.5%+4.7%0.234%
4/23/2024 Raymond James Financial Services Advisors Inc.240,707$21.29M0.0%-1.3%0.984%
4/22/2024 Strategic Financial Concepts LLC6,281$555K0.1%N/A0.026%
4/22/2024 PFG Investments LLC3,600$318K0.0%N/A0.015%
4/19/2024 Willis Johnson & Associates Inc.2,694$238K0.0%N/A0.011%
4/19/2024 Santori & Peters Inc.4,714$417K0.2%-3.7%0.019%
Trump’s arrest is phase one (Ad)

In this new documentary, you’ll discover the truth about Trump’s criminal conviction, who’s really pulling the puppet strings, and why this is just phase one in their dark plan to reshape America. It’s not just about blocking Trump’s re-election…

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4/18/2024 Oxinas Partners Wealth Management LLC29,634$2.62M1.7%-2.9%0.121%
4/18/2024 Woodmont Investment Counsel LLC696$62K0.0%N/A0.003%
4/18/2024 Bridgewealth Advisory Group LLC3,528$312K0.2%-50.6%0.014%
4/18/2024 MorganRosel Wealth Management LLC4,516$399K0.1%+8.6%0.018%
4/18/2024 Breakwater Capital Group19,185$1.70M0.4%-6.0%0.078%
4/17/2024 Guidance Capital Inc.8,992$746K0.3%N/A0.037%
4/16/2024 Fidelity D & D Bancorp Inc.50,358$4.45M3.3%+3.1%0.206%
4/16/2024 Wealth Enhancement Advisory Services LLC45,335$4.01M0.0%+2.4%0.185%
4/15/2024 S.A. Mason LLC1,355$120K0.1%-10.0%0.005%
4/15/2024 Financial Enhancement Group LLC154,817$12.91M2.1%-0.2%0.593%
4/13/2024 IMC Chicago LLC53,334$4.72M0.0%N/A0.204%
4/11/2024 Paragon Capital Management Ltd4,471$395K0.1%-12.2%0.017%
4/5/2024 NBC Securities Inc.430$38K0.0%-29.5%0.002%
4/3/2024 Strategic Advocates LLC207,612$18.36M7.1%+1,546.3%0.795%
3/15/2024 B. Riley Wealth Advisors Inc.7,181$589K0.0%-7.4%0.027%
3/8/2024 ICA Group Wealth Management LLC600$49K0.0%N/A0.002%
2/20/2024Able Wealth Management LLC1,474$121K0.1%N/A0.006%
2/14/2024 Regal Investment Advisors LLC5,032$413K0.0%+75.9%0.019%
2/13/2024 FinTrust Capital Advisors LLC67,102$5.51M1.1%-12.4%0.257%
2/12/2024 Condor Capital Management26,226$2.15M0.2%+1.3%0.100%
2/12/2024 Relative Value Partners Group LLC5,454$448K0.0%-28.5%0.021%
2/12/2024 Lockheed Martin Investment Management Co.24,200$1.99M0.1%+36.0%0.093%
2/9/2024 Nations Financial Group Inc. IA ADV12,223$1.00M0.1%-3.2%0.047%
2/9/2024 Orion Portfolio Solutions LLC8,032$668K0.0%+1.8%0.031%
2/9/2024 Cambridge Investment Research Advisors Inc.267,127$21.93M0.1%+1.1%1.023%
2/9/2024 Tidemark LLC457$38K0.0%N/A0.002%
2/9/2024 King Luther Capital Management Corp5,598$459K0.0%-39.2%0.021%
2/9/2024 Trexquant Investment LP5,649$464K0.0%+68.7%0.022%
2/9/2024 Corient Private Wealth LLC17,729$1.46M0.0%-14.1%0.068%
2/9/2024 Wells Fargo & Company MN292,840$24.04M0.0%-9.9%1.121%
2/9/2024 Balentine LLC430$35K0.0%-57.3%0.002%
2/9/2024 Gladstone Institutional Advisory LLC47,518$3.90M0.2%+1.2%0.182%
2/9/2024 UBS Group AG384,282$31.54M0.0%-21.8%1.471%
2/8/2024 WealthTrust Asset Management LLC3,943$324K0.3%-28.9%0.015%
2/7/2024 Avantax Advisory Services Inc.9,994$820K0.0%+1.7%0.038%
2/7/2024 Wambolt & Associates LLC7,718$633K0.1%-35.5%0.030%
2/7/2024 Almanack Investment Partners LLC.35,918$2.95M0.4%+39.9%0.138%
2/7/2024 Strategic Advocates LLC12,611$1.04M0.4%N/A0.048%
2/7/2024 Mount Lucas Management LP75,114$6.17M1.8%-76.3%0.288%
2/7/2024 Principal Securities Inc.697$57K0.0%N/A0.003%
2/7/2024 Delos Wealth Advisors LLC2,705$222K0.3%-7.1%0.010%
2/6/2024 Lincoln National Corp4,092$336K0.0%-53.6%0.016%
2/6/2024 ACR Alpine Capital Research LLC1,025,958$84.21M2.8%+844.1%3.928%
2/6/2024 Private Advisor Group LLC26,744$2.20M0.0%+49.2%0.102%
2/6/2024 Connecticut Wealth Management LLC12,077$991K0.1%-11.4%0.046%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC32,855$2.70M0.1%+377.5%0.126%
2/6/2024Concord Wealth Partners31,488$2.59M0.5%-34.1%0.121%
2/5/2024 Stonebridge Financial Planning Group LLC12,874$1.06M0.6%-13.9%0.049%
2/5/2024 Santori & Peters Inc.4,894$402K0.2%-25.2%0.019%
2/5/2024 Bridgewealth Advisory Group LLC7,146$587K0.4%-15.3%0.027%
Trump’s arrest is phase one (Ad)

In this new documentary, you’ll discover the truth about Trump’s criminal conviction, who’s really pulling the puppet strings, and why this is just phase one in their dark plan to reshape America. It’s not just about blocking Trump’s re-election…

To get all the details, go here now.
2/5/2024 Silver Oak Securities Incorporated15,917$1.31M0.2%N/A0.061%
2/2/2024 Truist Financial Corp308,475$25.32M0.0%-42.7%1.181%
2/2/2024 Poplar Forest Capital LLC3,550$291K0.0%-22.1%0.014%
2/2/2024 Atria Wealth Solutions Inc.5,940$488K0.0%-10.0%0.023%
2/1/2024 National Wealth Management Group LLC4,353$357K0.3%-13.3%0.017%
2/1/2024 Armbruster Capital Management Inc.390,042$32.02M7.3%-8.7%1.493%
2/1/2024 CWM LLC57,591$4.73M0.0%+0.6%0.220%
2/1/2024 OVERSEA CHINESE BANKING Corp Ltd65,060$5.34M0.2%-60.7%0.249%
1/31/2024 WP Advisors LLC109,245$8.97M3.3%+2.4%0.418%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.22,988$1.89M0.0%-9.6%0.088%
(Data available from 1/1/2016 forward)

RPV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RPV shares?

During the previous two years, 253 institutional investors and hedge funds held shares of Invesco S&P 500 Pure Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($228.19M), Invesco Ltd. ($60.16M), Bank of New York Mellon Corp ($58.18M), AdvisorShares Investments LLC ($41.03M), One Capital Management LLC ($38.15M), HighTower Advisors LLC ($37.09M), and Armbruster Capital Management Inc. ($32.02M).Learn more on RPV's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Pure Value ETF stock?

Of the 208 institutional investors that purchased Invesco S&P 500 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ACR Alpine Capital Research LLC ($1.69M), Bank of New York Mellon Corp ($790.72K), Oversea Chinese Banking CORP Ltd ($722.44K), Bank of America Corp DE ($619.30K), RFP Financial Group LLC ($595.12K), Mount Lucas Management LP ($492.79K), and LPL Financial LLC ($388.77K).

How much institutional buying is happening at Invesco S&P 500 Pure Value ETF?

Institutional investors have bought a total of 11,301,921 shares in the last 24 months. This purchase volume represents approximately $874.50M in transactions.

Which Invesco S&P 500 Pure Value ETF major shareholders have been selling company stock?

Of the 155 institutional investors that sold Invesco S&P 500 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Balentine LLC ($4.18M), ACR Alpine Capital Research LLC ($1.71M), Truist Financial Corp ($920.06K), Raymond James Financial Services Advisors Inc. ($791.03K), OVERSEA CHINESE BANKING Corp Ltd ($657.38K), Goodman Advisory Group LLC ($601.57K), and RFP Financial Group LLC ($573.53K).

How much institutional selling is happening at Invesco S&P 500 Pure Value ETF?

Institutional investors have sold a total of 15,228,443 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.


This page (NYSEARCA:RPV) was last updated on 6/1/2024 by MarketBeat.com Staff

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