Invesco S&P MidCap 400 Pure Value ETF
RFV
62 hedge funds and large institutions have $137M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 10 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
57% more capital invested
Capital invested by funds: $87.3M → $137M (+$49.7M)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 61 → 62 (+1)
1.33% more ownership
Funds ownership: 48.57% → 49.91% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$24.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.87M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.22M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.4M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$1.24M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.04M |
RFV Hedge Fund Activity: Q1 2023 in Review
62 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2023, worth a combined $137M — up 57% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RFV positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $24.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.8M.
- 62 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2023, up from 61 in Q4 2022.
- Funds reported $137M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2023, up 57% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2023 and 10 closed out, a net change of +3 holders.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $24.6M added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.8M sold.
Based on aggregated 13F filings for Q1 2023.