§ EQUITY
USDRPV
INVESCO S&P 500 PURE VALUE E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
116 increased/new, 72 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 1.8M | 0.0% | n/a |
| Bank of America Corp | 1.2M | 0.0% | −5% |
| PRINCIPAL FINANCIAL GROUP INC | 943K | 0.1% | ±0% |
| ASSETMARK, INC | 709K | 0.2% | +169496% |
| Armbruster Capital Management, Inc. | 370K | 6.5% | +4% |
| UBS Group AG | 288K | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for RPV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER44.8% · 197 holders
DEALER / BANK41.5% · 21 holders
INCOME / DEFENSIVE10.6% · 4 holders
QUALITY / COMPOUNDER1.7% · 4 holders
PASSIVE / INDEX1.3% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RPV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RPV yet.