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Invesco S&P MidCap 400 Pure Value ETF
RFV

82 hedge funds and large institutions have $102M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

0.61% less ownership

Funds ownership: 42.5% → 41.88% (-0.61%)

7% less funds holding

Funds holding: 88 → 82 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

48% less capital inflows, than outflows

Capital inflows: $9.06M | Capital outflows: $17.4M

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$3.13M
2
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
+$806K
3
UBS Group
UBS Group
Switzerland
+$614K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$561K
5
Morgan Stanley
Morgan Stanley
New York
+$523K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$5.17M
2
Avantax Advisory Services
Avantax Advisory Services
Texas
-$4.24M
3
Stifel Financial
Stifel Financial
Missouri
-$2.53M
4
LPL Financial
LPL Financial
California
-$1.25M
5
Capital Square
Capital Square
Tennessee
-$1.23M

RFV Hedge Fund Activity: Q1 2025 in Review

82 of the 7,484 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2025, worth a combined $102M — down 13% from $117M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RFV and 6 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $3.13M. The largest seller was Raymond James Financial, cutting an estimated $5.17M.

  • 82 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2025, down from 88 in Q4 2024.
  • Funds reported $102M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2025 was IMC Chicago, an estimated $3.13M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2025 was Raymond James Financial, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2025.