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Invesco S&P MidCap 400 Pure Value ETF

85 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

2.84% less ownership

Funds ownership: 45.73%42.89% (-2.8%)

3% less funds holding

Funds holding: 8885 (-3)

7% less capital invested

Capital invested by funds: $134M → $125M (-$9.04M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$684K -$78.7K -591 -10%
UBS Group
27
UBS Group
Switzerland
$670K +$76.8K +577 +13%
SWA
28
Stratos Wealth Advisors
Ohio
$670K -$9.89M -74,264 -94%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$667K
HI
30
Harbour Investments
Wisconsin
$654K +$20.6K +155 +3%
Goldman Sachs
31
Goldman Sachs
New York
$643K +$73.6K +553 +13%
Cerity Partners
32
Cerity Partners
New York
$616K +$632K +4,742 New
GWM
33
Geneos Wealth Management
Colorado
$609K +$383K +2,877 +159%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$563K +$99.9K +750 +21%
TPWM
35
Twelve Points Wealth Management
Massachusetts
$547K -$266 -2 -0%
UIM
36
Unified Investment Management
Georgia
$528K +$50.1K +376 +10%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$525K +$54.3K +408 +11%
AWA
38
Arkadios Wealth Advisors
Georgia
$508K
WA
39
Waverly Advisors
Alabama
$498K +$2K +15 +0.4%
Creative Planning
40
Creative Planning
Kansas
$476K -$119K -895 -20%
PAG
41
Private Advisor Group
New Jersey
$468K -$27.6K -207 -5%
PS
42
Principal Securities
Iowa
$385K +$11.6K +87 +3%
JWCA
43
J.W. Cole Advisors
Florida
$381K +$2K +15 +0.5%
DQRIM
44
Dale Q Rice Investment Management
Washington
$372K -$2.26K -17 -0.6%
SAM
45
S.A. Mason
Michigan
$367K
FTS
46
Fifth Third Securities
Ohio
$348K -$47.4K -356 -12%
IA
47
Integrity Alliance
Iowa
$345K +$90.4K +679 +34%
KLI
48
Kelman-Lazarov Inc
Tennessee
$312K +$320K +2,400 New
TFS
49
Thoroughbred Financial Services
Tennessee
$305K -$1.33K -10 -0.4%
IFG
50
Independent Financial Group
California
$299K -$12.1K -91 -4%

RFV Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2026, worth a combined $125M — down 6.7% from $134M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RFV and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.26M. The largest seller was Stratos Wealth Advisors, cutting an estimated $9.89M.

  • 85 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $125M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $1.26M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2026 was Stratos Wealth Advisors, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2026.