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Invesco S&P MidCap 400 Pure Value ETF
RFV

88 hedge funds and large institutions have $134M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $119M → $134M (+$15.5M)

6% more funds holding

Funds holding: 83 → 88 (+5)

3.18% more ownership

Funds ownership: 42.55% → 45.73% (+3.2%)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.7M
2
MFG
Merit Financial Group
Georgia
+$3.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.06M
5
Wells Fargo
Wells Fargo
California
+$901K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.27M
2
SWP
Sagespring Wealth Partners
Tennessee
-$1.61M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$1.21M
4
Goldman Sachs
Goldman Sachs
New York
-$741K
5
Osaic Holdings
Osaic Holdings
Arizona
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$55.2K – – –
GT
77
Glenmede Trust
Pennsylvania
$45.1K +$45.1K +353 New
UB
78
UMB Bank
Missouri
$25.6K – – –
BWL
79
Bogart Wealth LLC
Virginia
$22.3K +$128 +1 +0.6%
ME
80
McIlrath & Eck
Washington
$17.5K – – –
FFA
81
Farther Finance Advisors
California
$14.1K +$11.9K +93 +547%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$6.04K – – –
AIC
84
Archer Investment Corporation
Indiana
$5.62K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$3.92K +$3.83K +30 New
NWM
86
Nova Wealth Management
Florida
$2.04K – – –
GRP
87
Global Retirement Partners
California
$1.53K – – –
BCWM
88
Bartlett & Co Wealth Management
Ohio
$895 – – –
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$254K -1,980 Closed
EWP
90
Elevation Wealth Partners
California
– -$83.4K -650 Closed
RFP
91
Root Financial Partners
California
– -$6.41K -50 Closed
SWA
92
SOA Wealth Advisors
New York
– -$4.4K -34 Closed
1 2 3
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RFV Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2025, worth a combined $134M — up 13% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFV positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.27M.

  • 88 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2025, up from 83 in Q3 2025.
  • Funds reported $134M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2025 was LPL Financial, an estimated $10.7M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2025.