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Invesco S&P MidCap 400 Pure Value ETF

30 hedge funds and large institutions have $53.8M invested in Invesco S&P MidCap 400 Pure Value ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $43.6M → $53.8M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.37% less ownership

Funds ownership: 50.09%39.72% (-10%)

14% less funds holding

Funds holding: 3530 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$27.4M +$533K +8,132 +2%
Morgan Stanley
2
Morgan Stanley
New York
$7.31M +$2.59M +39,619 +56%
Bank of America
3
Bank of America
North Carolina
$3.48M +$3.16M +48,269 +1,095%
CCM
4
Condor Capital Management
New Jersey
$3.39M -$65.8K -1,004 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.81M -$32.5K -497 -1%
KWM
6
Kingsview Wealth Management
Oregon
$1.77M +$216K +3,298 +14%
FAAS
7
First Allied Advisory Services
California
$1.56M +$1.55M +23,600 New
MPWT
8
MassMutual Private Wealth & Trust
Connecticut
$1.25M +$223K +3,403 +22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.09M +$7.4K +113 +0.7%
UBS Group
10
UBS Group
Switzerland
$739K -$25.7K -393 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$656K +$55.9K +854 +9%
LPL Financial
12
LPL Financial
California
$611K +$42.1K +643 +7%
Stifel Financial
13
Stifel Financial
Missouri
$525K +$519K +7,922 New
BFA
14
Brendel Financial Advisors
New Hampshire
$362K -$99.2K -1,514 -22%
Wells Fargo
15
Wells Fargo
California
$199K -$70.9K -1,082 -26%
AG
16
Advisor Group
Arizona
$163K +$28.6K +436 +22%
JP Morgan Chase
17
JP Morgan Chase
New York
$159K -$14.4K -220 -8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$102K +$67.1K +1,025 +201%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$50K +$49.8K +761 New
AWM
20
AllSquare Wealth Management
New York
$46K
JFA
21
JNBA Financial Advisors
Minnesota
$46K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$40K +$39.5K +603 New
AWM
23
Avior Wealth Management
Nebraska
$36K
BFEC
24
Benjamin F. Edwards & Company
Missouri
$32K -$786 -12 -2%
CA
25
Cetera Advisors
Colorado
$13K +$13.1K +200 New

RFV Hedge Fund Activity: Q1 2019 in Review

30 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2019, worth a combined $53.8M — up 23% from $43.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RFV and 5 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Bank of America, adding an estimated $3.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.96M sold.

  • 30 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2019, down from 35 in Q4 2018.
  • Funds reported $53.8M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 5 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2019 and 10 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2019 was Bank of America, an estimated $3.16M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2019 was Citadel Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2019.