Invesco S&P MidCap 400 Pure Value ETF
RFV
73 hedge funds and large institutions have $193M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
53% more capital invested
Capital invested by funds: $126M → $193M (+$66.9M)
18% more funds holding
Funds holding: 62 → 73 (+11)
9.41% more ownership
Funds ownership: 49.28% → 58.69% (+9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.8M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.73M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$3.71M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$3.65M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.13M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$2.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.98M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.11M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$766K |
RFV Hedge Fund Activity: Q4 2023 in Review
73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2023, worth a combined $193M — up 53% from $126M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RFV positions and 6 closed out — a net gain of 12 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.8M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $3.13M sold.
- 73 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $193M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2023, up 53% quarter-over-quarter.
- 18 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2023 and 6 closed out, a net change of +12 holders.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $24.8M added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2023.