INVESCO S&P 500 PURE VALUE E (RPV) Top Institutional Shareholders
INVESCO S&P 500 PURE VALUE E (RPV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $983.09M in RPV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RPV tracked by InsiderSet, reporting ownership valued at approximately $190.30M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $200.88M, representing an estimated gain of +5.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed RPV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Principal Financial Group Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 PURE VALUE E (RPV).
This page ranks the largest institutional RPV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
226
Total Reported Value
$983.09M
Largest Holder
Morgan Stanley
Largest Position
$190.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
162
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,772,031 | $190,298,570 | $200,877,434 | +$10,578,864 | +5.56% | |
| Bank Of America Corp | 0.01% | 1,225,959 | $131,655,728 | $138,974,712 | +$7,318,984 | +5.56% | |
| Principal Financial Group Inc | 0.05% | 943,183 | $101,288,422 | $106,919,225 | +$5,630,803 | +5.56% | |
| Assetmark, Inc | 0.16% | 708,912 | $76,130,040 | $80,362,264 | +$4,232,224 | +5.56% | |
| Armbruster Capital Management, Inc. | 6.51% | 370,013 | $39,735,698 | $41,944,674 | +$2,208,976 | +5.56% | |
| Ubs Group Ag | 0.01% | 287,599 | $30,885,257 | $32,602,223 | +$1,716,966 | +5.56% | |
| Mount Lucas Management Lp | 11.05% | 278,712 | $29,930,882 | $31,594,792 | +$1,663,910 | +5.56% | |
| Lpl Financial Llc | 0.01% | 267,398 | $28,715,884 | $30,312,237 | +$1,596,353 | +5.56% | |
| Fidelity D & D Bancorp Inc | 8.43% | 195,694 | $21,015,579 | $22,183,872 | +$1,168,293 | +5.56% | |
| Truist Financial Corp | 0.02% | 133,752 | $14,363,655 | $15,162,127 | +$798,472 | +5.56% | |
| Invesco Ltd. | 0.00% | 125,423 | $13,469,176 | $14,217,951 | +$748,775 | +5.56% | |
| Hightower Advisors, Llc | 0.01% | 120,023 | $12,889,408 | $13,605,807 | +$716,399 | +5.56% | |
| Envestnet Asset Management Inc | 0.00% | 115,806 | $12,436,421 | $13,127,768 | +$691,347 | +5.56% | |
| Wells Fargo & Company/Mn | 0.00% | 114,032 | $12,245,879 | $12,926,668 | +$680,789 | +5.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 111,334 | $11,977,356 | $12,620,822 | +$643,466 | +5.37% | |
| Peak Financial Management, Inc. | 2.88% | 105,457 | $11,325,130 | $11,954,606 | +$629,476 | +5.56% | |
| Marshall Investment Management, Llc | 4.96% | 96,219 | $10,332,983 | $10,907,386 | +$574,403 | +5.56% | |
| Fmr Llc | 0.00% | 89,698 | $9,632,571 | $10,168,165 | +$535,594 | +5.56% | |
| Raymond James Financial Inc | 0.00% | 70,647 | $7,586,773 | $8,008,544 | +$421,771 | +5.56% | |
| Ameriprise Financial Inc | 0.00% | 66,000 | $7,084,151 | $7,481,760 | +$397,609 | +5.61% | |
| Arkadios Wealth Advisors | 0.11% | 63,665 | $6,836,996 | $7,217,064 | +$380,068 | +5.56% | |
| Flaharty Asset Management, Llc | 0.82% | 61,746 | $6,630,870 | $6,999,527 | +$368,657 | +5.56% | |
| Rothschild Investment Llc | 0.33% | 59,334 | $6,371,891 | $6,726,102 | +$354,211 | +5.56% | |
| Commonwealth Equity Services, Llc | 0.01% | 58,471 | $6,279,246 | $6,628,273 | +$349,027 | +5.56% | |
| Osaic Holdings, Inc. | 0.01% | 49,559 | $5,322,589 | $5,618,008 | +$295,419 | +5.55% | |
| Global View Capital Management Llc | 1.39% | 48,901 | $5,251,479 | $5,543,417 | +$291,938 | +5.56% | |
| Cwm, Llc | 0.01% | 47,271 | $5,076,446 | $5,358,641 | +$282,195 | +5.56% | |
| Gladstone Institutional Advisory Llc | 0.19% | 47,201 | $5,068,960 | $5,350,705 | +$281,745 | +5.56% | |
| Cetera Investment Advisers | 0.01% | 46,234 | $4,965,095 | $5,241,086 | +$275,991 | +5.56% | |
| Morganrosel Wealth Management, Llc | 1.86% | 43,953 | $4,720,113 | $4,982,512 | +$262,399 | +5.56% | |
| Independent Advisor Alliance | 0.05% | 43,306 | $4,650,600 | $4,909,168 | +$258,568 | +5.56% | |
| Gotham Asset Management, Llc | 0.01% | 40,945 | $4,397,084 | $4,641,525 | +$244,441 | +5.56% | |
| Integrated Wealth Concepts Llc | 0.03% | 38,050 | $4,086,177 | $4,313,348 | +$227,171 | +5.56% | |
| Integrity Alliance, Llc. | 0.15% | 37,844 | $4,064,098 | $4,289,996 | +$225,898 | +5.56% | |
| Royal Bank Of Canada | 0.00% | 37,139 | $3,988,000 | $4,210,077 | +$222,077 | +5.57% | |
| Wp Advisors, Llc | 1.03% | 37,019 | $3,975,470 | $4,196,474 | +$221,004 | +5.56% | |
| Jump Financial, Llc | 0.06% | 36,122 | $3,879,142 | $4,094,790 | +$215,648 | +5.56% | |
| Kestra Advisory Services, Llc | 0.01% | 33,584 | $3,606,569 | $3,807,082 | +$200,513 | +5.56% | |
| Montag A & Associates Inc | 0.17% | 33,103 | $3,554,932 | $3,752,556 | +$197,624 | +5.56% | |
| Bigsur Wealth Management Llc | 0.98% | 32,574 | $3,498,138 | $3,692,589 | +$194,451 | +5.56% | |
| Bnp Paribas Financial Markets | 0.00% | 29,579 | $3,176,489 | $3,353,075 | +$176,586 | +5.56% | |
| Newedge Advisors, Llc | 0.14% | 15,651 | $3,071,996 | $1,774,197 | -$1,297,799 | -42.25% | |
| Lom Asset Management Ltd | 0.80% | 26,010 | $2,793,214 | $2,948,494 | +$155,280 | +5.56% | |
| Gateway Wealth Partners, Llc | 0.11% | 25,863 | $2,777,340 | $2,931,830 | +$154,490 | +5.56% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 25,810 | $2,771,737 | $2,925,822 | +$154,085 | +5.56% | |
| Cibc Bancorp Usa Inc. | 0.00% | 23,889 | $2,565,430 | $2,708,057 | +$142,627 | +5.56% | |
| Alphacentric Advisors Llc | 2.56% | 23,882 | $2,564,688 | $2,707,264 | +$142,576 | +5.56% | |
| Alphacore Capital Llc | 0.06% | 22,675 | $2,435,068 | $2,570,438 | +$135,370 | +5.56% | |
| Silver Oak Securities, Incorporated | 0.17% | 21,392 | $2,297,287 | $2,424,997 | +$127,710 | +5.56% | |
| Oxinas Partners, Llc | 1.04% | 21,164 | $2,272,756 | $2,399,151 | +$126,395 | +5.56% |
Frequently asked questions about RPV
Who owns the most RPV stock?
The largest holders of RPV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 PURE VALUE E (RPV).
Is RPV widely held by superinvestors?
Many widely followed stocks like RPV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RPV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.