Invesco S&P MidCap 400 Pure Value
RFV • ARCA
Invesco S&P MidCap 400 Pure Value is an exchange-traded fund on ARCA. As of Q3 2025, 80 institutional investors hold shares in this ETF, with total holdings valued at $112.4M. MORGAN STANLEY is the largest holder with a position valued at $22.7M.
Overview
Overview of institutional ownership in RFV as of Q3 2025
All Institutions
- Institutions
- 80
- Value Held
- $112.4M
- Shares Held
- 876.4K
- Avg Position
- $1.4M
- Median Position
- $368.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RFV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $22.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $11.0M 0.00% of portfolio |
 Stratos Wealth Advisors, LLC RIA/Wealth | $9.8M 0.48% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.1M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $6.7M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.4M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $5.3M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.4M 0.01% of portfolio |
 Buckingham Strategic Partners RIA/Wealth | $2.7M 0.03% of portfolio |
$2.7M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RFV in Q3 2025
- Traded
- +$15.2M
- Buyers
- 46
- Sellers
- 18
- Total Bought
- +$18.7M
- Total Sold
- −$3.6M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.3M +18.1K shares |
Cetera Investment Advisers RIA/Wealth | +$2.1M +16.7K shares |
 SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | +$1.8M +14.4K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | +$1.8M +14.1K shares |
Buckingham Strategic Partners RIA/Wealth | +$1.1M +8.8K shares |
Stratos Wealth Advisors, LLC RIA/Wealth | +$1.1M +8.5K shares |
C Cadent Capital Advisors, LLC RIA/Wealth | +$989.0K +7.7K shares |
MORGAN STANLEY RIA/Wealth | +$795.8K +6.2K shares |
 GOLDMAN SACHS GROUP INC Institution | +$782.5K +6.1K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$767.7K +6.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$724.6K −6.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$671.9K −5.2K shares |
 UBS Group AG Institution | −$584.4K −4.6K shares |
 WELLS FARGO & COMPANY/MN Institution | −$435.6K −3.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$431.6K −3.4K shares |
 Huntleigh Advisors, Inc. RIA/Wealth | −$290.4K −2.4K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$219.2K −1.8K shares |
 Twelve Points Wealth Management LLC RIA/Wealth | −$90.4K −705.0 shares |
 Private Advisor Group, LLC RIA/Wealth | −$26.2K −204.0 shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$25.4K −198.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RFV in Q3 2025
- New Positions
- 10
- New Value
- $5.4M
- Exited Positions
- 7
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | $1.8M 14.4K shares |
C Cadent Capital Advisors, LLC RIA/Wealth | $989.0K 7.7K shares |
Strategic Blueprint, LLC RIA/Wealth | $767.7K 6.0K shares |
 Axiom Financial Strategies, LLC RIA/Wealth | $733.2K 5.7K shares |
 VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | $383.9K 3.0K shares |
 Saxony Capital Management, LLC RIA/Wealth | $295.5K 2.3K shares |
 STEPHENS INC /AR/ RIA/Wealth | $205.2K 1.6K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $185.2K 1.4K shares |
R Root Financial Partners, LLC RIA/Wealth | $6.4K 50.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | $2.2K 17.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $724.6K 6.0K shares |
Huntleigh Advisors, Inc. RIA/Wealth | $290.4K 2.4K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $219.2K 1.8K shares |
C CBIZ Investment Advisory Services, LLC RIA/Wealth | $9.7K 80.0 shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $2.6K 21.0 shares |
 Transce3nd, LLC RIA/Wealth | $1.1K 9.0 shares |
 OGOREK ANTHONY JOSEPH /NY/ /ADV RIA/Wealth | - - shares |
Options Activity
Institutions with the largest Call and Put options positions in RFV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RFV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Stratos Wealth Advisors, LLC RIA/Wealth | 0.48% $9.8M |
 Unified Investment Management RIA/Wealth | 0.46% $456.3K |
Axiom Financial Strategies, LLC RIA/Wealth | 0.32% $733.2K |
D Dale Q Rice Investment Management Ltd RIA/Wealth | 0.30% $414.2K |
C Cadent Capital Advisors, LLC RIA/Wealth | 0.26% $989.0K |
R Reliant Investment Partners, LLC RIA/Wealth | 0.23% $294.0K |
Saxony Capital Management, LLC RIA/Wealth | 0.19% $295.5K |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | 0.18% $383.9K |
 Running Point Capital Advisors, LLC RIA/Wealth | 0.16% $609.5K |
S S.A. Mason LLC RIA/Wealth | 0.16% $361.7K |