Invesco S&P MidCap 400 Pure Value ETF
RFV
85 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
2.84% less ownership
Funds ownership: 45.73% → 42.89% (-2.8%)
3% less funds holding
Funds holding: 88 → 85 (-3)
7% less capital invested
Capital invested by funds: $134M → $125M (-$9.04M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.07M |
| 3 |
AFS
Axiom Financial Strategies
New Albany,
Indiana
|
+$1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$993K |
| 5 |
Cerity Partners
New York
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$9.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.06M |
| 3 |
Two Sigma Investments
New York
|
-$1.06M |
| 4 |
CCA
Cadent Capital Advisors
Tulsa,
Oklahoma
|
-$907K |
| 5 |
GWM
Greenline Wealth Management
Boca Raton,
Florida
|
-$522K |
RFV Hedge Fund Activity: Q1 2026 in Review
85 institutional investors reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2026, worth a combined $125M — down 6.7% from $134M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of RFV and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.26M. The largest seller was Stratos Wealth Advisors, cutting an estimated $9.89M.
- 85 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2026, down from 88 in Q4 2025.
- Funds reported $125M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
- The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $1.26M added.
- The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2026 was Stratos Wealth Advisors, an estimated $9.89M sold.
Based on aggregated 13F filings for Q1 2026.