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Invesco S&P MidCap 400 Pure Value ETF

88 hedge funds and large institutions have $134M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $119M → $134M (+$15.5M)

6% more funds holding

Funds holding: 8388 (+5)

3.18% more ownership

Funds ownership: 42.55%45.73% (+3.2%)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
51
Vista Investment Partners II
Indiana
$334K -$48.6K -380 -13%
IFG
52
Independent Financial Group
California
$305K -$30.7K -240 -9%
TFS
53
Thoroughbred Financial Services
Tennessee
$302K -$767 -6 -0.3%
FIS
54
Fischer Investment Strategies
California
$300K +$300K +2,348 New
RIP
55
Reliant Investment Partners
North Carolina
$284K -$5.88K -46 -2%
CA
56
CoreCap Advisors
Michigan
$273K +$105K +822 +63%
IA
57
Integrity Alliance
Iowa
$252K +$767 +6 +0.3%
WDL
58
Well Done LLC
Michigan
$233K
GT
59
Greenleaf Trust
Michigan
$233K
PWM
60
Purus Wealth Management
California
$231K +$128 +1 +0.1%
GWM
61
Geneos Wealth Management
Colorado
$231K +$219K +1,713 +1,842%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$225K +$65.1K +509 +41%
SWP
63
Sagespring Wealth Partners
Tennessee
$223K -$1.61M -12,615 -88%
SEIA
64
Signature Estate & Investment Advisors
California
$222K +$1.92K +15 +0.9%
PFS
65
Prospera Financial Services
Texas
$215K
SI
66
Stephens Inc
Arkansas
$204K
FHA
67
Flagship Harbor Advisors
Massachusetts
$169K +$169K +1,323 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$158K -$26.3K -206 -14%
JFA
69
JNBA Financial Advisors
Minnesota
$139K
IA
70
IFP Advisors
Florida
$135K -$1.53K -12 -1%
GSWM
71
Golden State Wealth Management
California
$102K +$100K +783 +5,593%
NA
72
NewEdge Advisors
Louisiana
$99K -$5.5K -43 -5%
PA
73
Parallel Advisors
California
$83.1K
US Bancorp
74
US Bancorp
Minnesota
$76.7K
CFD
75
Creative Financial Designs
Indiana
$63.4K

RFV Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2025, worth a combined $134M — up 13% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFV positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.27M.

  • 88 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2025, up from 83 in Q3 2025.
  • Funds reported $134M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2025 was LPL Financial, an estimated $10.7M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2025.