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Invesco S&P MidCap 400 Pure Value ETF
RFV

86 hedge funds and large institutions have $116M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

10% more funds holding

Funds holding: 78 → 86 (+8)

7% more capital invested

Capital invested by funds: $108M → $116M (+$7.81M)

2.13% more ownership

Funds ownership: 40.15% → 42.28% (+2.1%)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$876K
2
ASN
Advisory Services Network
Georgia
+$607K
3
LPL Financial
LPL Financial
California
+$494K
4
SWA
Stratos Wealth Advisors
Ohio
+$475K
5
Wells Fargo
Wells Fargo
California
+$449K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.75M
2
OIA
OneDigital Investment Advisors
Kansas
-$414K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$318K
4
OMC
Old Mission Capital
Illinois
-$242K
5
TPWM
Twelve Points Wealth Management
Massachusetts
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
76
CBIZ Investment Advisory Services
Ohio
$9.62K +$123 +1 +1%
RPCA
77
Running Point Capital Advisors
California
$7.64K – – –
SWM
78
Spire Wealth Management
Virginia
$7.63K – – –
AG
79
AmeriFlex Group
Nevada
$5.2K +$5.04K +41 New
SWA
80
SOA Wealth Advisors
New York
$4.09K – – –
AIC
81
Archer Investment Corporation
Indiana
$3.27K – – –
GSWM
82
Golden State Wealth Management
California
$1.7K +$1.72K +14 New
BCWM
83
Bartlett & Co Wealth Management
Ohio
$1.46K -$246 -2 -14%
GRP
84
Global Retirement Partners
California
$1.46K – – –
T
85
Transce3nd
Texas
$243 +$246 +2 New
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$121 – – –
OIA
87
OneDigital Investment Advisors
Kansas
– -$414K -3,499 Closed
KFP
88
Keener Financial Planning
Texas
– -$7K -66 Closed
1 2 3
4

RFV Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2024, worth a combined $116M — up 7.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RFV positions and 2 closed out — a net gain of 11 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $876K. The largest seller was Bank of America, cutting an estimated $2.75M.

  • 86 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $116M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2024 and 2 closed out, a net change of +11 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2024 was Morgan Stanley, an estimated $876K added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2024 was Bank of America, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2024.