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Invesco S&P MidCap 400 Pure Value ETF

29 hedge funds and large institutions have $31.9M invested in Invesco S&P MidCap 400 Pure Value ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.4% less ownership

Funds ownership: 30.7%29.3% (-1.4%)

9% less funds holding

Funds holding: 3229 (-3)

10% less capital invested

Capital invested by funds: $35.3M → $31.9M (-$3.47M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.54M -$539K -7,805 -8%
BOS
2
Bank of Stockton
California
$4.56M +$501K +7,260 +12%
Citadel Advisors
3
Citadel Advisors
Florida
$3.88M +$4.06M +58,786 New
CCM
4
Condor Capital Management
New Jersey
$3.71M -$87.3K -1,264 -2%
Goldman Sachs
5
Goldman Sachs
New York
$3.05M +$396K +5,738 +14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.37M -$795K -11,516 -24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.71M +$59.1K +856 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.22M -$94.5K -1,369 -7%
KWM
9
Kingsview Wealth Management
Oregon
$951K +$121K +1,754 +14%
MIAN
10
Mariner Independent Advisor Network
Kansas
$932K -$3.73K -54 -0.4%
Wells Fargo
11
Wells Fargo
California
$807K +$39.9K +578 +5%
UBS Group
12
UBS Group
Switzerland
$710K -$164K -2,375 -18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$678K -$103K -1,490 -13%
LPL Financial
14
LPL Financial
California
$528K -$11.9K -173 -2%
CCT
15
Country Club Trust
Missouri
$348K +$364K +5,270 New
Bank of America
16
Bank of America
North Carolina
$308K -$3.89M -56,311 -92%
SEI Investments
17
SEI Investments
Pennsylvania
$157K +$164K +2,373 New
JP Morgan Chase
18
JP Morgan Chase
New York
$150K +$1.79K +26 +1%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$54K +$207 +3 +0.4%
JFA
20
JNBA Financial Advisors
Minnesota
$46K
AWM
21
AllSquare Wealth Management
New York
$46K +$23.8K +345 +99%
AWA
22
Acorn Wealth Advisors
Michigan
$39K +$14.8K +214 +57%
AWM
23
Avior Wealth Management
Nebraska
$36K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$30K +$6.9K +100 +29%
IAS
25
INR Advisory Services
Pennsylvania
$5K

RFV Hedge Fund Activity: Q1 2018 in Review

29 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2018, worth a combined $31.9M — down 9.8% from $35.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RFV and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.06M. The largest seller was Bank of America, cutting an estimated $3.89M.

  • 29 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2018, down from 32 in Q4 2017.
  • Funds reported $31.9M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2018 and 7 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2018 was Citadel Advisors, an estimated $4.06M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2018 was Bank of America, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2018.