Invesco S&P MidCap 400 Pure Value ETF
RFV
22 hedge funds and large institutions have $17.2M invested in Invesco S&P MidCap 400 Pure Value ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.
10% more capital invested
Capital invested by funds: $15.7M → $17.2M (+$1.52M)
3.03% more ownership
Funds ownership: 27% → 30.03% (+3%)
15% less funds holding
Funds holding: 26 → 22 (-4)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$3.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$684K |
| 4 |
Goldman Sachs
New York
|
+$603K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$2.16M |
| 2 |
Cerity Partners
New York
|
-$1.14M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.14M |
| 4 |
Morgan Stanley
New York
|
-$693K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$260K |
RFV Hedge Fund Activity: Q3 2020 in Review
22 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q3 2020, worth a combined $17.2M — up 9.7% from $15.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RFV and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $3.4M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.16M sold.
- 22 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q3 2020, down from 26 in Q2 2020.
- Funds reported $17.2M of Invesco S&P MidCap 400 Pure Value ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
- 2 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q3 2020 and 6 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q3 2020 was Buckingham Strategic Wealth, an estimated $3.4M added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q3 2020 was IMC Chicago, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2020.