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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$14.4K
FFA
77
Farther Finance Advisors
California
$14.4K
MSG
78
Main Street Group
Virginia
$10.4K +$10.7K +80 New
SPIA
79
Steward Partners Investment Advisory
New York
$6.17K
AIC
80
Archer Investment Corporation
Indiana
$5.72K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$4.8K -$160K -1,201 -97%
RF
82
Robinswood Financial
Washington
$4.03K +$4.13K +31 New
NWM
83
Nova Wealth Management
Florida
$2.08K
VAI
84
Vanguard Advisers Inc
Pennsylvania
$1.56K +$1.6K +12 New
BCWM
85
Bartlett & Co Wealth Management
Ohio
$970
Two Sigma Investments
86
Two Sigma Investments
New York
-$1.06M -8,300 Closed
CCA
87
Cadent Capital Advisors
Oklahoma
-$907K -7,099 Closed
GWM
88
Greenline Wealth Management
Florida
-$522K -4,081 Closed
SC
89
Scotia Capital
Ontario, Canada
-$337K -2,638 Closed
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
-$334K -2,615 Closed
VIPI
91
Vista Investment Partners II
Indiana
-$334K -2,613 Closed
FIS
92
Fischer Investment Strategies
California
-$300K -2,348 Closed
SWP
93
Sagespring Wealth Partners
Tennessee
-$223K -1,746 Closed
FHA
94
Flagship Harbor Advisors
Massachusetts
-$169K -1,323 Closed

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.