Invesco S&P MidCap 400 Pure Value ETF
RFV
77 hedge funds and large institutions have $99M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 8 closing their positions.
2% less capital invested
Capital invested by funds: $101M → $99M (-$2.5M)
1.6% less ownership
Funds ownership: 41.73% → 40.12% (-1.6%)
5% less funds holding
Funds holding: 81 → 77 (-4)
22% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 32
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.79M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.62M |
| 3 |
RPCA
Running Point Capital Advisors
El Segundo,
California
|
+$550K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$287K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$2.95M |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$2.08M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.39M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$971K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$647K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $1.45K | +$1.36K | +12 | New |
|
|
T
77
Transce3nd
Kyle,
Texas
| $1.09K | +$794 | +7 | +350% |
|
|
78
IMC Chicago
Chicago,
Illinois
| – | -$2.95M | -25,830 | Closed |
|
|
FFN
79
Focus Financial Network
Minneapolis,
Minnesota
| – | -$971K | -8,509 | Closed |
|
|
IA
80
Integrity Alliance
Urbandale,
Iowa
| – | -$360K | -3,156 | Closed |
|
|
CB
81
Commerce Bank
Kansas City,
Missouri
| – | -$314K | -2,750 | Closed |
|
|
MTC
82
Matrix Trust Company
Denver,
Colorado
| – | -$138K | -1,205 | Closed |
|
|
PA
83
PSI Advisors
Tampa,
Florida
| – | -$137K | -1,203 | Closed |
|
|
SWM
84
Spire Wealth Management
Mclean,
Virginia
| – | -$7.18K | -63 | Closed |
|
|
AG
85
AmeriFlex Group
Las Vegas,
Nevada
| – | -$4.68K | -41 | Closed |
|
RFV Hedge Fund Activity: Q2 2025 in Review
77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q2 2025, worth a combined $99M — down 2.5% from $101M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of RFV and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 25 added.
The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.95M sold.
- 77 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q2 2025, down from 81 in Q1 2025.
- Funds reported $99M of Invesco S&P MidCap 400 Pure Value ETF stock for Q2 2025, down 2.5% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q2 2025 and 8 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q2 2025 was Morgan Stanley, an estimated $1.79M added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q2 2025 was IMC Chicago, an estimated $2.95M sold.
Based on aggregated 13F filings for Q2 2025.