Invesco S&P MidCap 400 Pure Value ETF
RFV
81 hedge funds and large institutions have $101M 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, 32 increasing their positions, 15 reducing their positions, and 11 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
0.62% less ownership
Funds ownership: 42.35% → 41.72% (-0.62%)
7% less funds holding
Funds holding: 87 → 81 (-6)
13% less capital invested
Capital invested by funds: $116M → $101M (-$15M)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$3.13M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$806K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$614K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$561K |
| 5 |
Morgan Stanley
New York
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.17M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$4.24M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.53M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.25M |
| 5 |
CS
Capital Square
Chattanooga,
Tennessee
|
-$1.23M |
RFV Hedge Fund Activity: Q1 2025 in Review
81 of the 7,472 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 $101M — down 13% from $116M 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 32 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.
- 81 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2025, down from 87 in Q4 2024.
- Funds reported $101M 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.