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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
RIP
51
Reliant Investment Partners
North Carolina
$287K -$1.06K -8 -0.4%
CA
52
CoreCap Advisors
Michigan
$286K +$9.46K +71 +3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$245K +$251K +1,884 New
GT
54
Greenleaf Trust
Michigan
$237K
WDL
55
Well Done LLC
Michigan
$237K
PWM
56
Purus Wealth Management
California
$236K +$133 +1 +0.1%
SEIA
57
Signature Estate & Investment Advisors
California
$227K +$1.2K +9 +0.5%
PFS
58
Prospera Financial Services
Texas
$219K
SI
59
Stephens Inc
Arkansas
$208K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$190K -$40.1K -301 -17%
IA
61
IFP Advisors
Florida
$138K
JFA
62
JNBA Financial Advisors
Minnesota
$135K -$7.06K -53 -5%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$121K +$66.6K +500 +116%
GSWM
64
Golden State Wealth Management
California
$104K
NA
65
NewEdge Advisors
Louisiana
$100K -$533 -4 -0.5%
PA
66
Parallel Advisors
California
$74.3K -$10.4K -78 -12%
US Bancorp
67
US Bancorp
Minnesota
$65K -$13.3K -100 -17%
CFD
68
Creative Financial Designs
Indiana
$64.5K
GT
69
Glenmede Trust
Pennsylvania
$45.9K
UB
70
UMB Bank
Missouri
$26K
BlackRock
71
BlackRock
New York
$26K +$26.6K +200 New
BWL
72
Bogart Wealth LLC
Virginia
$22.8K +$133 +1 +0.6%
HKAM
73
Horizon Kinetics Asset Management
New York
$21.2K +$21.7K +163 New
JP Morgan Chase
74
JP Morgan Chase
New York
$19.3K +$16.1K +121 +403%
ME
75
McIlrath & Eck
Washington
$17.8K

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.