We are live on ! Find out more
RFV icon

Invesco S&P MidCap 400 Pure Value ETF
RFV

83 hedge funds and large institutions have $119M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $99M → $119M (+$20M)

8% more funds holding

Funds holding: 77 → 83 (+6)

2.43% more ownership

Funds ownership: 40.12% → 42.55% (+2.4%)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.12M
3
SWP
Sagespring Wealth Partners
Tennessee
+$1.83M
4
KWM
Kingsview Wealth Management
Oregon
+$1.79M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$725K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$666K
3
UBS Group
UBS Group
Switzerland
-$579K
4
Wells Fargo
Wells Fargo
California
-$432K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$6.03K +$5.98K +47 New
AIC
77
Archer Investment Corporation
Indiana
$5.64K – – –
SWA
78
SOA Wealth Advisors
New York
$4.4K – – –
FFA
79
Farther Finance Advisors
California
$2.18K +$2.16K +17 New
NWM
80
Nova Wealth Management
Florida
$2.05K -$30.8K -242 -94%
GSWM
81
Golden State Wealth Management
California
$1.8K – – –
GRP
82
Global Retirement Partners
California
$1.54K – – –
BCWM
83
Bartlett & Co Wealth Management
Ohio
$898 -$636 -5 -42%
Citadel Advisors
84
Citadel Advisors
Florida
– -$725K -5,994 Closed
HA
85
Huntleigh Advisors
Missouri
– -$290K -2,402 Closed
CIA
86
Concurrent Investment Advisors
Florida
– -$219K -1,813 Closed
CIAS
87
CBIZ Investment Advisory Services
Ohio
– -$9.7K -80 Closed
TSMHT
88
Thurston Springer Miller Herd & Titak
Indiana
– -$2.6K -21 Closed
T
89
Transce3nd
Texas
– -$1.09K -9 Closed
1 2 3
4

RFV Hedge Fund Activity: Q3 2025 in Review

83 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q3 2025, worth a combined $119M — up 20% from $99M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RFV positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $725K sold.

  • 83 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $119M of Invesco S&P MidCap 400 Pure Value ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q3 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q3 2025 was Raymond James Financial, an estimated $2.3M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $725K sold.

Based on aggregated 13F filings for Q3 2025.