Invesco S&P MidCap 400 Pure Value ETF
RFV
87 hedge funds and large institutions have $116M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
12% more funds holding
Funds holding: 78 → 87 (+9)
7% more capital invested
Capital invested by funds: $108M → $116M (+$7.99M)
2.2% more ownership
Funds ownership: 40.15% → 42.35% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$876K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$607K |
| 3 |
LPL Financial
San Diego,
California
|
+$494K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$475K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.75M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$414K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$318K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$242K |
| 5 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
-$230K |
RFV Hedge Fund Activity: Q4 2024 in Review
87 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2024, worth a combined $116M — up 7.4% from $108M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RFV positions and 2 closed out — a net gain of 12 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $876K. The largest seller was Bank of America, cutting an estimated $2.75M.
- 87 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2024, up from 78 in Q3 2024.
- Funds reported $116M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2024, up 7.4% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2024 was Morgan Stanley, an estimated $876K added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2024 was Bank of America, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2024.