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Invesco S&P MidCap 400 Pure Value ETF

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: 7783 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$252K +$250K +1,968 New
GT
52
Greenleaf Trust
Michigan
$234K
WDL
53
Well Done LLC
Michigan
$234K
PWM
54
Purus Wealth Management
California
$232K +$127 +1 +0.1%
SEIA
55
Signature Estate & Investment Advisors
California
$221K +$1.02K +8 +0.5%
PFS
56
Prospera Financial Services
Texas
$216K +$214K +1,685 New
SI
57
Stephens Inc
Arkansas
$205K +$203K +1,600 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$185K +$184K +1,443 New
CA
59
CoreCap Advisors
Michigan
$168K +$22.6K +178 +16%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$161K +$1.02K +8 +0.6%
JFA
61
JNBA Financial Advisors
Minnesota
$140K
IA
62
IFP Advisors
Florida
$137K +$56.5K +444 +71%
NA
63
NewEdge Advisors
Louisiana
$105K +$66K +519 +174%
EWP
64
Elevation Wealth Partners
California
$83.4K
PA
65
Parallel Advisors
California
$83.4K
US Bancorp
66
US Bancorp
Minnesota
$77K
CFD
67
Creative Financial Designs
Indiana
$63.6K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$55.4K
AWM
69
AllSquare Wealth Management
New York
$44.3K
UB
70
UMB Bank
Missouri
$25.7K
BWL
71
Bogart Wealth LLC
Virginia
$22.3K +$127 +1 +0.6%
ME
72
McIlrath & Eck
Washington
$17.6K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$14K
GWM
74
Geneos Wealth Management
Colorado
$11.9K
RFP
75
Root Financial Partners
California
$6.41K +$6.36K +50 New

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.