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Invesco S&P MidCap 400 Pure Value ETF
RFV

83 hedge funds and large institutions have $119M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $99M → $119M (+$20M)

8% more funds holding

Funds holding: 77 → 83 (+6)

2.43% more ownership

Funds ownership: 40.12% → 42.55% (+2.4%)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.12M
3
SWP
Sagespring Wealth Partners
Tennessee
+$1.83M
4
KWM
Kingsview Wealth Management
Oregon
+$1.79M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$725K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$666K
3
UBS Group
UBS Group
Switzerland
-$579K
4
Wells Fargo
Wells Fargo
California
-$432K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$658K – – –
SWP
27
Stratos Wealth Partners
Ohio
$616K +$109K +859 +22%
RPCA
28
Running Point Capital Advisors
California
$610K -$20.2K -159 -3%
KAS
29
Kestra Advisory Services
Texas
$596K +$12.1K +95 +2%
TPWM
30
Twelve Points Wealth Management
Massachusetts
$575K -$89.7K -705 -14%
PAG
31
Private Advisor Group
New Jersey
$502K -$25.9K -204 -5%
UBS Group
32
UBS Group
Switzerland
$489K -$579K -4,556 -54%
WA
33
Waverly Advisors
Alabama
$489K +$61K +480 +14%
Creative Planning
34
Creative Planning
Kansas
$485K +$2.04K +16 +0.4%
AWA
35
Arkadios Wealth Advisors
Georgia
$477K – – –
UIM
36
Unified Investment Management
Georgia
$456K +$172K +1,349 +61%
DQRIM
37
Dale Q Rice Investment Management
Washington
$414K -$15.5K -122 -4%
FTS
38
Fifth Third Securities
Ohio
$390K +$8.39K +66 +2%
VIPI
39
Vista Investment Partners II
Indiana
$384K +$381K +2,993 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$378K +$21.9K +172 +6%
JWCA
41
J.W. Cole Advisors
Florida
$375K -$1.78K -14 -0.5%
PS
42
Principal Securities
Iowa
$363K +$28.1K +221 +8%
SAM
43
S.A. Mason
Michigan
$362K – – –
SC
44
Scotia Capital
Ontario, Canada
$338K – – –
IFG
45
Independent Financial Group
California
$337K +$254 +2 +0.1%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$335K – – –
TFS
47
Thoroughbred Financial Services
Tennessee
$304K -$25.2K -198 -8%
SCM
48
Saxony Capital Management
Missouri
$296K +$293K +2,304 New
RIP
49
Reliant Investment Partners
North Carolina
$294K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$254K -$666K -5,238 -73%
1
2
3 4

RFV Hedge Fund Activity: Q3 2025 in Review

83 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q3 2025, worth a combined $119M — up 20% from $99M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RFV positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $725K sold.

  • 83 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $119M of Invesco S&P MidCap 400 Pure Value ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q3 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q3 2025 was Raymond James Financial, an estimated $2.3M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $725K sold.

Based on aggregated 13F filings for Q3 2025.