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Security record · archived quarter

RPV

Invesco S&P 500 Pure Value ETF · Financial Services · Asset Management - Global

122.81 +0.6% mkt cap $1.71B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
0Δ holders
186.07KShares held
$17.45MReported value
+1New positions
−1Exits
Strongly Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -25.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 50 +7 5.04M $574.48M +10 −3
Q1 2026 44 +2 6.67M $716.30M +5 −3
Q4 2025 41 -1 5.73M $592.75M −1
Q3 2025 7 -1 1.81M $179.51M −1
Q2 2025 5 0 186.07K $17.45M +1 −1
Q1 2025 3 0 151.23K $13.97M +1 −1
Q4 2024 3 -2 38.88K $3.51M −2
Q3 2024 5 +1 57.27K $5.09M +1
Q2 2024 4 41.06K $3.43M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 98.44K $9.23M 0.0% n/c 1 SEC ↗
2 Fidelity (FMR) 98.44K $9.23M 0.0% n/c 1 SEC ↗
3 Gotham Asset Management 53.74K New $5.04M 0.0% New 1 SEC ↗
4 Renaissance Technologies 18.10K -13.8% $1.70M 0.0% ▼ Trim 5 SEC ↗
5 Citadel Advisors 15.73K +27.6% $1.47M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 67 $6,282 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $5.04M 0.0%

Exited

Two Sigma Investments $10.89M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 226 holders, 9.28M shares, $982.83M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API