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Invesco S&P MidCap 400 Pure Value ETF

26 hedge funds and large institutions have $29.9M invested in Invesco S&P MidCap 400 Pure Value ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $27M → $29.9M (+$2.9M)

4% more funds holding

Funds holding: 2526 (+1)

3.08% more ownership

Funds ownership: 27.56%30.64% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1
Bank of Stockton
California
$6.58M -$211K -4,193 -3%
CS
2
Credit Suisse
Switzerland
$5.11M +$2.84M +56,374 +111%
Morgan Stanley
3
Morgan Stanley
New York
$3.7M -$118K -2,338 -3%
CCM
4
Condor Capital Management
New Jersey
$2.68M -$14K -278 -0.5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.31M +$125K +2,495 +5%
Jane Street
6
Jane Street
New York
$1.62M -$237K -4,718 -12%
Goldman Sachs
7
Goldman Sachs
New York
$1.48M -$75.8K -1,508 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$1.33M -$467K -9,286 -25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$754K +$665K +13,218 +510%
LPL Financial
10
LPL Financial
California
$717K +$327K +6,499 +75%
UBS Group
11
UBS Group
Switzerland
$716K +$43.5K +865 +6%
Bank of America
12
Bank of America
North Carolina
$655K -$57.1K -1,135 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$505K +$533K +10,605 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$357K +$129K +2,562 +52%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$342K -$9.96K -198 -3%
KCM
16
Karp Capital Management
California
$259K +$37.5K +745 +16%
Wells Fargo
17
Wells Fargo
California
$249K -$199K -3,949 -43%
VKH
18
Virtu KCG Holdings
New York
$213K -$28.2K -561 -11%
MFS
19
MSI Financial Services
Massachusetts
$149K +$131K +2,602 +494%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$104K -$25.1K -500 -19%
JFA
21
JNBA Financial Advisors
Minnesota
$33K
AWM
22
Avior Wealth Management
Nebraska
$26K
AWM
23
AllSquare Wealth Management
New York
$17K
Creative Planning
24
Creative Planning
Kansas
$12K -$204K -4,050 -94%
OAJ
25
Ogorek Anthony Joseph
New York
$2K +$2.01K +40 New

RFV Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2015, worth a combined $29.9M — up 11% from $27M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RFV positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Credit Suisse, adding an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $467K.

  • 26 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2015, up from 25 in Q3 2015.
  • Funds reported $29.9M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 2 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2015 and 1 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2015 was Credit Suisse, an estimated $2.84M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2015 was Citadel Advisors, an estimated $467K sold.

Based on aggregated 13F filings for Q4 2015.