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Invesco S&P MidCap 400 Pure Value ETF

77 hedge funds and large institutions have $99M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $101M → $99M (-$2.5M)

1.6% less ownership

Funds ownership: 41.73%40.12% (-1.6%)

5% less funds holding

Funds holding: 8177 (-4)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$550K -$21.3K -188 -4%
PAG
27
Private Advisor Group
New Jersey
$497K -$298K -2,624 -39%
Goldman Sachs
28
Goldman Sachs
New York
$494K +$8.51K +75 +2%
SWP
29
Stratos Wealth Partners
Ohio
$477K -$21.9K -193 -5%
KWM
30
Kingsview Wealth Management
Oregon
$470K +$7.49K +66 +2%
Creative Planning
31
Creative Planning
Kansas
$455K +$19.1K +168 +5%
AWA
32
Arkadios Wealth Advisors
Georgia
$449K +$5.22K +46 +1%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$443K +$111K +981 +37%
DQRIM
34
Dale Q Rice Investment Management
Washington
$425K -$637K -5,610 -62%
WA
35
Waverly Advisors
Alabama
$403K +$4.31K +38 +1%
FTS
36
Fifth Third Securities
Ohio
$360K -$2.08M -18,301 -86%
JWCA
37
J.W. Cole Advisors
Florida
$355K -$10.7K -94 -3%
SAM
38
S.A. Mason
Michigan
$341K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$335K +$287K +2,525 +1,014%
SC
40
Scotia Capital
Ontario, Canada
$319K
IFG
41
Independent Financial Group
California
$317K -$23.9K -211 -7%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$316K
PS
43
Principal Securities
Iowa
$315K +$139K +1,222 +88%
TFS
44
Thoroughbred Financial Services
Tennessee
$310K +$567 +5 +0.2%
HA
45
Huntleigh Advisors
Missouri
$290K -$54.4K -479 -17%
RIP
46
Reliant Investment Partners
North Carolina
$274K -$24.3K -214 -9%
UIM
47
Unified Investment Management
Georgia
$267K +$2.72K +24 +1%
WDL
48
Well Done LLC
Michigan
$221K -$280K -2,465 -57%
GT
49
Greenleaf Trust
Michigan
$221K -$140K -1,230 -40%
CIA
50
Concurrent Investment Advisors
Florida
$219K +$206K +1,813 New

RFV Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q2 2025, worth a combined $99M — down 2.5% from $101M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RFV and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.95M sold.

  • 77 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q2 2025, down from 81 in Q1 2025.
  • Funds reported $99M of Invesco S&P MidCap 400 Pure Value ETF stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q2 2025 and 8 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q2 2025 was Morgan Stanley, an estimated $1.79M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q2 2025 was IMC Chicago, an estimated $2.95M sold.

Based on aggregated 13F filings for Q2 2025.