RFV

Invesco S&p Midcap 400 Pure

-$9.1M

Net Activity

Institutions Holding

85

Popularity Rank

#4818

Avg Weight

0.05%

Total Value

$125.3M

Ownership Trend

85 institutions currently hold RFV, with 39 net buyers and 35 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

35

Net Buying Institutions

39

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$23.6M
LF
LPL Financial LLC
$21.6M
RB
Royal Bank Of Canada
$9.3M
RJ
Raymond James Financial INC
$6.5M
SA
Sanctuary Advisors, LLC
$6.3M

Top 5 by Conviction

BW
BNB Wealth Management, LLC
1.01%
SC
Saxony Capital Management, LLC
0.68%
AF
Axiom Financial Strategies, LLC
0.61%
UI
Unified Investment Management
0.54%
DQ
Dale Q Rice Investment Management Ltd
0.28%
View all 85 holding institutions

Quarterly Activity

Recent Activity

+$67.1M

Total Buy Value

$75.9M

Total Sell Value

New buy7
Trim26
Add32
Sold out9

39

Net Buyers

35

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P MIDCAP 400 PURE (RFV)?
Major stakeholders currently include Morgan Stanley ($23.6M), LPL Financial LLC ($21.6M), Royal Bank Of Canada ($9.3M). Based on the latest 13F filings, there are a total of 85 tracked investment funds and institutions maintaining positions in RFV.
What is the overall institutional sentiment toward RFV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.1M, driven by 39 managers accumulating shares while 35 reduced their exposure.
Which institutions have been selling or reducing their RFV positions?
In the latest period, 26 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $75.9M.
Are there any notable investors adding RFV to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 32 existing holders added to their shares. The total reported buy value for the quarter amounted to $67.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail