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Invesco S&P MidCap 400 Pure Value ETF

35 hedge funds and large institutions have $82M invested in Invesco S&P MidCap 400 Pure Value ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3435 (+1)

0.89% less ownership

Funds ownership: 39.56%38.68% (-0.89%)

3% less capital invested

Capital invested by funds: $84.2M → $82M (-$2.26M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
10
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$33.7M +$421K +6,715 +1%
AIA
2
Arrow Investment Advisors
Maryland
$10.9M -$2.65M -42,186 -19%
BOS
3
Bank of Stockton
California
$7.67M -$279K -4,448 -3%
Morgan Stanley
4
Morgan Stanley
New York
$5.97M +$685K +10,919 +13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.69M +$498K +7,946 +12%
CCM
6
Condor Capital Management
New Jersey
$3.67M -$85.3K -1,360 -2%
Goldman Sachs
7
Goldman Sachs
New York
$2.37M +$35.9K +572 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.78M +$935K +14,913 +109%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.42M -$11.5K -184 -0.8%
CFA
10
Camarda Financial Advisors
Florida
$1.07M -$1.7M -27,149 -61%
UBS Group
11
UBS Group
Switzerland
$1.03M -$56.1K -894 -5%
FAAS
12
First Allied Advisory Services
California
$1.01M +$16.9K +270 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$900K -$294K -4,695 -25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$776K -$7.03K -112 -0.9%
KWM
15
Kingsview Wealth Management
Oregon
$714K +$718K +11,449 New
Jane Street
16
Jane Street
New York
$713K +$717K +11,438 New
Wells Fargo
17
Wells Fargo
California
$632K +$161K +2,562 +34%
Bank of America
18
Bank of America
North Carolina
$554K -$1.79M -28,601 -76%
VKH
19
Virtu KCG Holdings
New York
$468K +$471K +7,511 New
LPL Financial
20
LPL Financial
California
$421K +$53.3K +850 +14%
CCT
21
Country Club Trust
Missouri
$349K +$351K +5,595 New
CIBC World Market
22
CIBC World Market
Ontario, Canada
$331K +$333K +5,304 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$274K +$238K +3,794 +627%
HCA
24
Harbour Capital Advisors
Virginia
$161K +$162K +2,575 New
JP Morgan Chase
25
JP Morgan Chase
New York
$120K +$20.3K +323 +20%

RFV Hedge Fund Activity: Q1 2017 in Review

35 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2017, worth a combined $82M — down 2.7% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RFV positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $935K. The largest seller was Arrow Investment Advisors, cutting an estimated $2.65M.

  • 35 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $82M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2017 and 6 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2017 was Royal Bank of Canada, an estimated $935K added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2017 was Arrow Investment Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2017.