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Invesco S&P MidCap 400 Pure Value ETF

30 hedge funds and large institutions have $24.2M invested in Invesco S&P MidCap 400 Pure Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.66% more ownership

Funds ownership: 47.01%52.67% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12% less funds holding

Funds holding: 3430 (-4)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

68% less capital invested

Capital invested by funds: $74.5M → $24.2M (-$50.4M)

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% 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
8
Increased
5
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$8.93M +$21.4M +370,476 New
IMC Chicago
2
IMC Chicago
Illinois
$2.8M +$3.27M +56,413 +358%
CCP
3
Cardan Capital Partners
Colorado
$2.78M -$21.9M -378,807 -84%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.95M -$1.4M -24,222 -32%
Morgan Stanley
5
Morgan Stanley
New York
$1.79M -$1.58M -27,252 -37%
LPL Financial
6
LPL Financial
California
$1.44M -$619K -10,685 -22%
Cerity Partners
7
Cerity Partners
New York
$1.18M -$6.14K -106 -0.3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.13M +$1.37M +23,708 +428%
Wells Fargo
9
Wells Fargo
California
$417K -$88.9K -1,536 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$342K -$43.2K -746 -8%
UBS Group
11
UBS Group
Switzerland
$303K -$34.3K -593 -7%
Jane Street
12
Jane Street
New York
$303K +$177K +3,065 +64%
Bank of America
13
Bank of America
North Carolina
$268K -$302K -5,218 -43%
Osaic Holdings
14
Osaic Holdings
Arizona
$219K +$327K +5,652 New
SAM
15
S.A. Mason
Michigan
$122K
US Bancorp
16
US Bancorp
Minnesota
$31K +$45.7K +790 New
JFA
17
JNBA Financial Advisors
Minnesota
$27K
TAIM
18
TD Ameritrade Investment Management
Nebraska
$25K +$37.3K +644 New
CS
19
Capital Square
Tennessee
$24K +$35.7K +617 New
AIC
20
Ameritas Investment Company
Nebraska
$22K +$32.6K +563 New
AWM
21
Avior Wealth Management
Nebraska
$21K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$16K +$9.03K +156 +62%
AWM
23
AllSquare Wealth Management
New York
$13K
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$8K -$1.34M -23,150 -99%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$4K +$58 +1 +1%

RFV Hedge Fund Activity: Q1 2020 in Review

30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2020, worth a combined $24.2M — down 68% from $74.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RFV and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 5 added.

The largest buyer was IMC Chicago, adding an estimated $3.27M. The largest seller was Cardan Capital Partners, cutting an estimated $21.9M.

  • 30 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2020, down from 34 in Q4 2019.
  • Funds reported $24.2M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2020, down 68% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2020 and 9 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2020 was IMC Chicago, an estimated $3.27M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2020 was Cardan Capital Partners, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2020.