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Invesco S&P MidCap 400 Pure Value ETF

30 hedge funds and large institutions have $36.1M invested in Invesco S&P MidCap 400 Pure Value ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

12% more capital invested

Capital invested by funds: $32.3M → $36.1M (+$3.75M)

11% more funds holding

Funds holding: 2730 (+3)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

3.49% more ownership

Funds ownership: 29.37%32.85% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1
Bank of Stockton
California
$8.79M +$552K +10,354 +6%
Morgan Stanley
2
Morgan Stanley
New York
$5.7M +$1.69M +31,733 +40%
CCM
3
Condor Capital Management
New Jersey
$4.71M +$406K +7,624 +9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.68M +$3.21M +60,195 +510%
LPT
5
Legacy Private Trust
Wisconsin
$2.57M -$248K -4,646 -8%
Wells Fargo
6
Wells Fargo
California
$2.13M +$1.03M +19,314 +86%
LPL Financial
7
LPL Financial
California
$1.48M -$197K -3,701 -11%
Bank of America
8
Bank of America
North Carolina
$1.48M -$45.8K -860 -3%
U
9
UBS
Switzerland
$808K -$228K -4,281 -21%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$780K -$398K -7,468 -33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$584K +$3.04K +57 +0.5%
CA
12
Cetera Advisors
Colorado
$571K -$210K -3,940 -26%
FAAS
13
First Allied Advisory Services
California
$515K +$102K +1,918 +23%
Goldman Sachs
14
Goldman Sachs
New York
$462K +$160 +3 +0%
MIAN
15
Mariner Independent Advisor Network
Kansas
$413K
Jane Street
16
Jane Street
New York
$410K -$352K -6,603 -45%
ICM
17
IMS Capital Management
Oregon
$221K -$11.3K -212 -5%
AIM
18
Acropolis Investment Management
Missouri
$175K +$183K +3,430 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$140K -$41K -769 -22%
MFS
20
MSI Financial Services
Massachusetts
$130K +$1.12K +21 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$62K +$46.1K +866 +243%
NFG
22
Next Financial Group
Texas
$48K +$49.8K +934 New
JFA
23
JNBA Financial Advisors
Minnesota
$36K
AIG
24
American International Group
New York
$35.3K
WA
25
WFG Advisors
Texas
$33K +$53 +1 +0.2%

RFV Hedge Fund Activity: Q3 2014 in Review

30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q3 2014, worth a combined $36.1M — up 12% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RFV positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.21M. The largest seller was CIBC World Market, cutting an estimated $398K.

  • 30 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q3 2014, up from 27 in Q2 2014.
  • Funds reported $36.1M of Invesco S&P MidCap 400 Pure Value ETF stock for Q3 2014, up 12% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q3 2014 and 1 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $3.21M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q3 2014 was CIBC World Market, an estimated $398K sold.

Based on aggregated 13F filings for Q3 2014.