INVESCO EXCHANGE TRADED FD T (RFV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
93
Reporting holders
$139.9M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $26.3M | 183,662 | 0.00% | 33q | +1.2%+$305.6K |
| LPL Financial LLC | $24.6M | 172,386 | 0.01% | 31q | +3.9%+$929.2K |
| ROYAL BANK OF CANADA | $11.1M | 77,650 | 0.00% | 31q | +8.6%+$881.9K |
| Sanctuary Advisors, LLC | $7.0M | 49,184 | 0.03% | 9q | +1.7%+$114.2K |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 48,964 | 0.00% | 7q | -1.3%-$94.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 45,183 | 0.01% | 31q | -0.9%-$55.6K |
| Cetera Investment Advisers | $5.2M | 36,393 | 0.00% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.9M | 27,164 | 0.00% | 31q | -1.7%-$67.2K |
| WELLS FARGO & COMPANY/MN | $3.4M | 23,607 | 0.00% | 31q | -48.8%-$3.2M |
| Kingsview Wealth Management, LLC | $3.1M | 22,031 | 0.04% | 8q | +12.8%+$356.3K |
| Merit Financial Group, LLC | $2.2M | 15,350 | 0.01% | 3q | -40.5%-$1.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 14,984 | 0.00% | 12q | +270.7%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 12,933 | 0.00% | 14q | -10.0%-$206.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 11,829 | 0.00% | 10q | +25.4%+$343.8K |
| BNB Wealth Management, LLC | $1.7M | 11,867 | 0.93% | 3q | -2.0%-$34.3K |
| Axiom Financial Strategies, LLC | $1.7M | 11,742 | 0.53% | 4q | -12.2%-$233.4K |
| OSAIC HOLDINGS, INC. | $1.6M | 11,350 | 0.00% | 26q | -0.7%-$11.2K |
| MML INVESTORS SERVICES, LLC | $1.5M | 10,781 | 0.00% | 14q | +25.6%+$314.3K |
| Saxony Capital Management, LLC | $1.5M | 10,237 | 0.67% | 4q | +13.5%+$174.4K |
| Kestra Advisory Services, LLC | $1.4M | 10,128 | 0.00% | 11q | +4.9%+$67.0K |
| Advisory Services Network, LLC | $1.4M | 10,045 | 0.02% | 7q | +10.2%+$132.3K |
| AMERIPRISE FINANCIAL INC | $1.2M | 8,174 | 0.00% | 17q | -50.7%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 7,381 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.0M | 7,243 | 0.00% | 3q | +37.7%+$283.4K |
| Focus Partners Advisor Solutions, LLC | $996.7K | 6,973 | 0.01% | 12q | -39.8%-$658.1K |
| UBS Group AG | $849.6K | 5,944 | 0.00% | 31q | +15.3%+$112.5K |
| Stratos Wealth Partners, LTD. | $845.7K | 5,917 | 0.01% | 15q | -5.5%-$48.9K |
| Focus Financial Network, Inc. | $788.4K | 5,516 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $743.5K | 5,202 | 0.01% | 17q | +3.4%+$24.4K |
| D. E. Shaw & Co., Inc. | $733.7K | 5,133 | 0.00% | 10q | HELD |
| Geneos Wealth Management Inc. | $726.1K | 5,080 | 0.01% | 18q | +8.5%+$56.7K |
| Cerity Partners LLC | $677.8K | 4,742 | 0.00% | 2q | HELD |
| Strategic Blueprint, LLC | $661.8K | 4,630 | 0.03% | 4q | -42.2%-$482.4K |
| GOLDMAN SACHS GROUP INC | $638.5K | 4,467 | 0.00% | 21q | -9.7%-$68.7K |
| TWO SIGMA INVESTMENTS, LP | $628.9K | 4,400 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $604.9K | 4,232 | 0.01% | 9q | +8.3%+$46.5K |
| Unified Investment Management | $581.5K | 4,068 | 0.54% | 6q | HELD |
| Mariner, LLC | $570.8K | 3,993 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $551.1K | 3,856 | 0.00% | 7q | +0.7%+$4.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $539.0K | 3,772 | 0.00% | 2q | +100.2%+$269.8K |
| Private Advisor Group, LLC | $515.0K | 3,603 | 0.00% | 12q | HELD |
| Creative Planning | $504.8K | 3,532 | 0.00% | 9q | -3.6%-$18.7K |
| Stratos Wealth Advisors, LLC | $489.7K | 3,426 | 0.03% | 14q | -33.6%-$247.3K |
| Twelve Points Wealth Management LLC | $484.9K | 3,393 | 0.10% | 18q | -19.4%-$116.5K |
| J.W. COLE ADVISORS, INC. | $415.1K | 2,904 | 0.01% | 6q | -1.0%-$4.1K |
| S.A. Mason LLC | $403.1K | 2,820 | 0.12% | 27q | HELD |
| INTEGRITY ALLIANCE, LLC. | $401.8K | 2,811 | 0.01% | 4q | +6.0%+$22.6K |
| Dale Q Rice Investment Management Ltd | $377.6K | 2,642 | 0.20% | 7q | -7.8%-$31.9K |
| Fifth Third Securities, Inc. | $351.9K | 2,462 | 0.02% | 9q | -7.9%-$30.3K |
| Kelman-Lazarov, Inc. | $343.0K | 2,400 | 0.04% | 2q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $328.5K | 2,298 | 0.01% | 6q | HELD |
| CoreCap Advisors, LLC | $326.0K | 2,281 | 0.01% | 10q | +3.5%+$11.0K |
| Reliant Investment Partners, LLC | $315.7K | 2,209 | 0.21% | 7q | HELD |
| STEPHENS INC /AR/ | $273.7K | 1,915 | 0.00% | 4q | +19.7%+$45.0K |
| GREENLEAF TRUST | $260.8K | 1,825 | 0.00% | 11q | HELD |
| Well Done, LLC | $260.8K | 1,825 | 0.04% | 23q | HELD |
| Purus Wealth Management, LLC | $259.2K | 1,813 | 0.07% | 11q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $252.5K | 1,767 | 0.00% | 5q | +1.2%+$3.0K |
| Prospera Financial Services Inc | $240.8K | 1,685 | 0.00% | 4q | HELD |
| FMR LLC | $228.9K | 1,602 | 0.00% | 30q | +9.5%+$19.9K |
| Hubbell Strickland Wealth Management, LLC | $215.5K | 1,507 | 0.08% | new | NEW |
| Meridian Wealth Management, LLC | $211.1K | 1,477 | 0.01% | new | NEW |
| IFP Advisors, Inc | $151.4K | 1,059 | 0.00% | 11q | HELD |
| JNBA Financial Advisors | $148.4K | 1,038 | 0.01% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $133.2K | 932 | 0.00% | 16q | HELD |
| Golden State Wealth Management, LLC | $113.9K | 797 | 0.01% | 7q | HELD |
| Parallel Advisors, LLC | $81.8K | 572 | 0.00% | 13q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $70.9K | 496 | 0.00% | 11q | HELD |
| NewEdge Advisors, LLC | $62.7K | 439 | 0.00% | new | NEW |
| GLENMEDE TRUST CO NA | $50.5K | 353 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $42.9K | 300 | 0.00% | 26q | -40.0%-$28.6K |
| Buck Wealth Strategies, LLC | $40.0K | 280 | 0.00% | new | NEW |
| UMB Bank, n.a. | $28.6K | 200 | 0.00% | 6q | HELD |
| BlackRock, Inc. | $28.6K | 200 | 0.00% | 2q | HELD |
| Bogart Wealth, LLC | $25.2K | 176 | 0.00% | 22q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $23.3K | 163 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $21.7K | 151 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $21.6K | 151 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $18.9K | 132 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $16.5K | 116 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $16.0K | 112 | 0.00% | 7q | +833.3%+$14.3K |
| Steward Partners Investment Advisory, LLC | $12.7K | 89 | 0.00% | 4q | +89.4%+$6.0K |
| IFG Advisory, LLC | $12.6K | 88 | 0.00% | new | NEW |
| Archer Investment Corp | $12.6K | 88 | 0.00% | 10q | +100.0%+$6.3K |
| Main Street Group, LTD | $11.4K | 80 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $10.0K | 70 | 0.00% | 4q | -36.4%-$5.7K |
| FIDUCIARY FINANCIAL ADVISORS | $7.6K | 53 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $5.7K | 40 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $5.3K | 37 | 0.00% | 4q | +2.8% |
| Robinswood Financial LLC | $4.4K | 31 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.2K | 29,636 | 0.00% | 22q | +75.9%+$1.8K |
| Nova Wealth Management, Inc. | $2.3K | 16 | 0.00% | 6q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.0K | 7 | 0.00% | 12q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $336 | 2,355 | 0.02% | 13q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $0 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 93 | $139.9M | 978,656 | 15 | 27 | 22 | 0.0% |
| Q1 2026 | 81 | $126.3M | 972,142 | 7 | 29 | 21 | 0.0% |
| Q4 2025 | 84 | $131.2M | 1,026,086 | 7 | 31 | 18 | 0.0% |
| Q3 2025 | 79 | $111.4M | 872,585 | 13 | 28 | 10 | 0.0% |
| Q2 2025 | 72 | $92.4M | 764,375 | 3 | 22 | 29 | 0.0% |
| Q1 2025 | 75 | $88.5M | 775,185 | 6 | 24 | 12 | 0.0% |
| Q4 2024 | 79 | $102.2M | 839,696 | 7 | 25 | 17 | 0.0% |
| Q3 2024 | 71 | $95.4M | 801,845 | 2 | 19 | 20 | 0.0% |
| Q2 2024 | 73 | $129.1M | 1,155,301 | 8 | 25 | 15 | 0.0% |
| Q1 2024 | 71 | $189.3M | 1,587,877 | 14 | 18 | 20 | 0.0% |
| Q4 2023 | 65 | $180.6M | 1,551,216 | 15 | 15 | 11 | 0.0% |
| Q3 2023 | 56 | $116.3M | 1,180,894 | 11 | 13 | 14 | 0.0% |
| Q2 2023 | 45 | $87.4M | 845,494 | 2 | 10 | 19 | 0.0% |
| Q1 2023 | 57 | $135.3M | 1,435,319 | 10 | 28 | 8 | 0.0% |
| Q4 2022 | 55 | $83.0M | 914,539 | 17 | 14 | 8 | 0.0% |
| Q3 2022 | 41 | $48.0M | 601,651 | 5 | 10 | 13 | 0.0% |
| Q2 2022 | 47 | $48.8M | 586,775 | 9 | 9 | 11 | 0.0% |
| Q1 2022 | 47 | $55.6M | 580,101 | 10 | 11 | 9 | 0.0% |
| Q4 2021 | 45 | $45.7M | 473,326 | 6 | 13 | 9 | 0.0% |
| Q3 2021 | 44 | $57.3M | 629,241 | 1 | 11 | 18 | 0.0% |
| Q2 2021 | 51 | $88.2M | 1,121,252 | 18 | 10 | 8 | 0.0% |
| Q1 2021 | 36 | $69.7M | 1,138,176 | 14 | 7 | 4 | 0.0% |
| Q4 2020 | 22 | $25.3M | 515,563 | 4 | 4 | 6 | 0.0% |
| Q3 2020 | 22 | $17.2M | 315,321 | 2 | 4 | 6 | 0.0% |
| Q2 2020 | 26 | $15.7M | 310,482 | 5 | 5 | 9 | 0.0% |
| Q1 2020 | 29 | $24.2M | 763,704 | 6 | 5 | 9 | 0.0% |
| Q4 2019 | 34 | $74.5M | 1,081,184 | 5 | 9 | 11 | 0.0% |
| Q3 2019 | 33 | $68.2M | 1,068,972 | 4 | 9 | 12 | 0.0% |
| Q2 2019 | 35 | $70.4M | 1,050,462 | 8 | 10 | 11 | 0.0% |
| Q1 2019 | 29 | $53.8M | 814,283 | 5 | 10 | 8 | 0.0% |
| Q4 2018 | 34 | $43.6M | 776,379 | 2 | 1 | 1 | 0.0% |