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Invesco S&P MidCap 400 Pure Value ETF

88 hedge funds and large institutions have $134M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $119M → $134M (+$15.5M)

6% more funds holding

Funds holding: 8388 (+5)

3.18% more ownership

Funds ownership: 42.55%45.73% (+3.2%)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.8M +$222K +1,734 +1%
LPL Financial
2
LPL Financial
California
$21.6M +$10.7M +83,424 +97%
SWA
3
Stratos Wealth Advisors
Ohio
$10.1M +$338K +2,647 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.93M +$1.3M +10,131 +20%
Raymond James Financial
5
Raymond James Financial
Florida
$6.45M +$46.1K +361 +0.7%
SA
6
Sanctuary Advisors
Indiana
$6.35M +$178K +1,389 +3%
Bank of America
7
Bank of America
North Carolina
$5.51M +$232K +1,814 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.8M -$4.27M -33,424 -47%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.77M +$368K +2,875 +8%
MFG
10
Merit Financial Group
Georgia
$3.76M +$3.76M +29,395 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.52M -$125K -981 -5%
KWM
12
Kingsview Wealth Management
Oregon
$2.46M +$170K +1,333 +7%
Wells Fargo
13
Wells Fargo
California
$1.99M +$901K +7,049 +82%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.76M -$713K -5,580 -29%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.65M +$114K +893 +7%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$1.55M -$1.21M -9,466 -44%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.46M +$190K +1,490 +15%
BWM
18
BNB Wealth Management
Maryland
$1.4M +$1.4M +10,963 New
Ameriprise
19
Ameriprise
Minnesota
$1.26M +$68.5K +536 +6%
KAS
20
Kestra Advisory Services
Texas
$1.19M +$597K +4,669 +101%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.06M +$1.06M +8,300 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$1.03M -$24K -188 -2%
ASN
23
Advisory Services Network
Georgia
$957K +$57.3K +448 +6%
SB
24
Strategic Blueprint
Georgia
$919K +$154K +1,207 +20%
CCA
25
Cadent Capital Advisors
Oklahoma
$907K -$78.1K -611 -8%

RFV Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q4 2025, worth a combined $134M — up 13% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFV positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.27M.

  • 88 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q4 2025, up from 83 in Q3 2025.
  • Funds reported $134M of Invesco S&P MidCap 400 Pure Value ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q4 2025 was LPL Financial, an estimated $10.7M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2025.