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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
PWM
51
Purus Wealth Management
California
$219K +$113 +1 +0.1%
SEIA
52
Signature Estate & Investment Advisors
California
$207K +$195K +1,714 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$151K +$20.9K +184 +17%
CA
54
CoreCap Advisors
Michigan
$137K
JFA
55
JNBA Financial Advisors
Minnesota
$132K
EWP
56
Elevation Wealth Partners
California
$78.6K -$216K -1,900 -75%
PA
57
Parallel Advisors
California
$78.6K
IA
58
IFP Advisors
Florida
$75.8K -$9.53K -84 -12%
US Bancorp
59
US Bancorp
Minnesota
$72.5K
CFD
60
Creative Financial Designs
Indiana
$60K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$52.2K
AWM
62
AllSquare Wealth Management
New York
$41.7K
NA
63
NewEdge Advisors
Louisiana
$36.1K -$17.4K -153 -34%
NWM
64
Nova Wealth Management
Florida
$31.2K +$9.31K +82 +47%
UB
65
UMB Bank
Missouri
$24.2K +$11.3K +100 +100%
BWL
66
Bogart Wealth LLC
Virginia
$20.9K +$113 +1 +0.6%
ME
67
McIlrath & Eck
Washington
$16.6K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$13K -$3.29K -29 -21%
GWM
69
Geneos Wealth Management
Colorado
$11.2K -$10.6K -93 -50%
CIAS
70
CBIZ Investment Advisory Services
Ohio
$9.7K
AIC
71
Archer Investment Corporation
Indiana
$5.32K +$1.93K +17 +63%
SWA
72
SOA Wealth Advisors
New York
$4.13K
TSMHT
73
Thurston Springer Miller Herd & Titak
Indiana
$2.6K +$2.38K +21 New
GSWM
74
Golden State Wealth Management
California
$1.69K
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.45K

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.