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Invesco S&P MidCap 400 Pure Value ETF

28 hedge funds and large institutions have $32.7M invested in Invesco S&P MidCap 400 Pure Value ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.08% less ownership

Funds ownership: 29.95%28.86% (-1.1%)

3% less funds holding

Funds holding: 2928 (-1)

14% less capital invested

Capital invested by funds: $37.8M → $32.7M (-$5.12M)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.87M -$207K -3,293 -4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.83M +$3.02M +48,203 +115%
BOS
3
Bank of Stockton
California
$4.7M -$1.8M -28,660 -28%
CCM
4
Condor Capital Management
New Jersey
$3.72M -$82.5K -1,314 -2%
Goldman Sachs
5
Goldman Sachs
New York
$2.73M +$221K +3,525 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.75M -$318K -5,064 -16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.22M -$180K -2,866 -13%
UBS Group
8
UBS Group
Switzerland
$1.01M -$24.7K -393 -2%
MIAN
9
Mariner Independent Advisor Network
Kansas
$951K -$7.97K -127 -0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$780K -$83.9K -1,337 -10%
KWM
11
Kingsview Wealth Management
Oregon
$754K +$13.5K +215 +2%
Wells Fargo
12
Wells Fargo
California
$674K +$32.6K +519 +5%
Jane Street
13
Jane Street
New York
$523K -$2.23M -35,491 -81%
LPL Financial
14
LPL Financial
California
$456K -$12K -192 -3%
VF
15
Virtu Financial
New York
$419K +$406K +6,471 New
CAM
16
Concorde Asset Management
Michigan
$358K +$348K +5,540 New
CFA
17
Camarda Financial Advisors
Florida
$352K -$194K -3,091 -36%
Bank of America
18
Bank of America
North Carolina
$257K -$3.28M -52,340 -93%
JP Morgan Chase
19
JP Morgan Chase
New York
$124K -$126 -2 -0.1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$53K -$218K -3,469 -81%
JFA
21
JNBA Financial Advisors
Minnesota
$45K
AWM
22
Avior Wealth Management
Nebraska
$36K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$29K -$19.8K -315 -41%
AWM
24
AllSquare Wealth Management
New York
$23K
ADL
25
Asset Dedication LLC
California
$6K +$6.09K +97 New

RFV Hedge Fund Activity: Q3 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q3 2017, worth a combined $32.7M — down 14% from $37.8M a quarter earlier.

Fund positioning in RFV was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was Bank of America, cutting an estimated $3.28M.

  • 28 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q3 2017, down from 29 in Q2 2017.
  • Funds reported $32.7M of Invesco S&P MidCap 400 Pure Value ETF stock for Q3 2017, down 14% quarter-over-quarter.
  • 3 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $3.02M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q3 2017 was Bank of America, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2017.