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Invesco S&P MidCap 400 Pure Value ETF
RFV

81 hedge funds and large institutions have $101M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

0.55% less ownership

Funds ownership: 42.28% → 41.73% (-0.55%)

6% less funds holding

Funds holding: 86 → 81 (-5)

13% less capital invested

Capital invested by funds: $116M → $101M (-$14.8M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$3.13M
2
SWA
Stratos Wealth Advisors
Ohio
+$806K
3
UBS Group
UBS Group
Switzerland
+$614K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$561K
5
Morgan Stanley
Morgan Stanley
New York
+$523K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$5.17M
2
AAS
Avantax Advisory Services
Texas
-$4.24M
3
Stifel Financial
Stifel Financial
Missouri
-$2.53M
4
LPL Financial
LPL Financial
California
-$1.25M
5
CS
Capital Square
Tennessee
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
51
Unified Investment Management
Georgia
$249K +$265K +2,184 New
PWM
52
Purus Wealth Management
California
$206K +$121 +1 +0.1%
PS
53
Principal Securities
Iowa
$168K – – –
MTC
54
Matrix Trust Company
Colorado
$138K +$46K +380 +46%
PA
55
PSI Advisors
Florida
$137K – – –
CA
56
CoreCap Advisors
Michigan
$129K +$10.2K +84 +8%
JFA
57
JNBA Financial Advisors
Minnesota
$125K -$5.69K -47 -4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$121K +$13.3K +110 +12%
IA
59
IFP Advisors
Florida
$81.1K – – –
PA
60
Parallel Advisors
California
$74.2K – – –
US Bancorp
61
US Bancorp
Minnesota
$68.5K – – –
CFD
62
Creative Financial Designs
Indiana
$56.6K – – –
NA
63
NewEdge Advisors
Louisiana
$51.5K +$121 +1 +0.2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$49.3K – – –
AWM
65
AllSquare Wealth Management
New York
$39.4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$28.4K – – –
GWM
67
Geneos Wealth Management
Colorado
$21.2K +$11.3K +93 +100%
NWM
68
Nova Wealth Management
Florida
$20.1K +$21.3K +176 New
BWL
69
Bogart Wealth LLC
Virginia
$19.6K +$121 +1 +0.6%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
ME
71
McIlrath & Eck
Washington
$15.6K – – –
UB
72
UMB Bank
Missouri
$11.4K +$12.1K +100 New
CIAS
73
CBIZ Investment Advisory Services
Ohio
$9.1K +$121 +1 +1%
RPCA
74
Running Point Capital Advisors
California
$7.19K – – –
SWM
75
Spire Wealth Management
Virginia
$7.18K – – –
1 2
3
4

RFV Hedge Fund Activity: Q1 2025 in Review

81 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2025, worth a combined $101M — down 13% from $116M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RFV and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $3.13M. The largest seller was Raymond James Financial, cutting an estimated $5.17M.

  • 81 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2025, down from 86 in Q4 2024.
  • Funds reported $101M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2025 and 10 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2025 was IMC Chicago, an estimated $3.13M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2025 was Raymond James Financial, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2025.